Secular Stagnation Or The Cusp Of A Boom?

By |2014-09-01T14:59:13-04:00September 1st, 2014|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Taxes/Fiscal Policy|

I've mentioned several times recently that within Alhambra we often have vigorous debates about the economy and markets. I'm a big believer in the power of competition to improve outcomes whether we are talking about the macro economy or the micro debates about portfolio strategy in which we engage. The debates we have internally are a form of intellectual competition, [...]