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RenMac Legends: A Conversation with Dr. Arthur Laffer (Part 2)
In the last of our two-part conversation with Dr. Arthur Laffer we discuss inequality, deficits, his proposal for a flat tax, the Achilles' heal of K…
5 years, 1 month ago
RenMac Off-Script: Bonds on an Island
Give us 18 minutes, we walk you through the decoupling of Chinese and US tech and the regulatory hammer coming down from DC, why the bond market migh…
5 years, 1 month ago
RenMac Off-Script: How Long is Fed’s Fuse
RenMac discusses the distinction between data and rhetoric, the red-hot ISM data, the implications from the yield curve, timing and internal politics…
5 years, 1 month ago
RenMac Legends: A Conversation with Dr. Arthur Laffer
In the National Museum of American History in Washington D.C. rests the Laffer Curve or, more precisely, the napkin upon which Dr. Arthur Laffer drew…
5 years, 2 months ago
RenMac Off-Script: Did the Fed Blink
Renmac looks at the Feds statement this week, its impact on markets, the message from yields, seasonal influences on equities, and the latest out of …
5 years, 2 months ago
RenMac Off-Script: Inflation and China fears
The RenMac team discusses the latest inflation report, the impact of a decline in the 10-year Treasury, and U.S. efforts to counter China.
5 years, 2 months ago
RenMac Legends: A Conversation with Stan Weinstein
Stan Weinstein was the editor and author of "The Professional Tape Reader", and the 1988 book "Secrets for Profiting in Bull and Bear Markets", where…
5 years, 2 months ago
RenMac Off-Script: Payrolls Carbon Copy
RenMac sifts thru the payroll data, the improvement in REITs, increased pressure on China, the primary duty of elected officials and next week’s infl…
5 years, 2 months ago
RenMac Off-Script: Inflation Doesn’t Budge Bonds
Steve, Neil and Jeff discuss the passing of the infrastructure deadline, the trend of inflation, Biden’s $6T budget proposal, the breakout in industr…
5 years, 3 months ago
RenMac Off-Script: Thinking About Thinking About Rates
RenMac discusses the regulatory environment around crypto, the temporal difference between Fed minutes and data, the yield curve and the breakout in …
5 years, 3 months ago