CMCnotes

Dismiss MMT at Your Peril

Dan Pickett 0 0 Article rating: No rating

Chris Brightman, Partner and Chief Investment Officer at Research Affiliates discusses Modern Monetary Theory (MMT), the monetary policy approach that is receiving much attention from progressive politicians. Brightman provides some historical perspective and a prediction that mainstream stocks and bonds will perform poorly in the volatile inflation and interest rate environment that would likely accompany adoption of MMT. An awareness and understanding of the MMT debate will impress in interviews…

A Recession is Coming...

Dan Pickett 0 0 Article rating: No rating

David Rosenberg, Chief Economist and Strategist with Gluskin Sheff & Associates outlines the basis for his currently bearish view on the economy, which he thinks will result in lower interest rates and more unconventional Fed policy. Rosenberg is an Institutional Investor All Star who thinks the economy is in the 9th inning and there is one out…

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