William A. Ehrman

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Monetary Authorities Staying One Step Behind

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Stock markets got an all-clear signal from the Fed, such that reflation beneficiaries led the market.

Fed Will Remain One Step Behind Supporting Reflation ... For Now

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The Fed will continue to look through the rearview mirror, staying one step behind an accelerating U.S economy.

'Get On Board Or Get Run Over'

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Trump does not understand how to disarm his naysayers and enroll them into his agenda and worldview.

'Free And Fair Trade'

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Trump's mission to "Make America Great Again" is being taken seriously even if it upsets the apple cart for many.

Not Just Campaign Rhetoric

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Trump is addressing each of his campaign promises, which is both refreshing and novel to see for any politician.

Don't Take Trump Literally

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Trump is the most hands-on president I have seen in my lifetime.

"High Pressure Economy" Means Future-Focused Investing

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It is clear that fiscal stimulus is on the horizon and global economic growth will accelerate.

Mindset Shifts Take Time

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Mindset shifts are evident globally with easing fiscal policy, and accommodative monetary policy clearly on the horizon.

Passing The Inflection Point On Pricing And Profits

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It was a very important week as OPEC agreed to a framework for a production deal to be finalized this November.

Don't Fire Until You See The Whites Of Their Eyes

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The Bank of Japan set a new course managing the slope of the yield curve.

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