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Trouble with the Curve

The yield curve has predicted almost every US recession and as the Fed raises interest rates with markets at all time highs, some would say the stars are aligning for some doubt around whether President Trump can deliver on his economic policies to continue to lift inflation expectations.

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Thinking sanely about Tesla

The golden boy of silicon valley and arguably the poster child for visionaries and investors alike, Musk embodies the idea of what the public holds for an entrepreneur even if the people in the trenches are not quite so taken by the facade. That said, markets are a balance of what is today and what could be tomorrow with Tesla providing that blend in spades. But has the market gotten ahead of itself recently is the question.

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