– Tapering is now increasing risk to stocks in US (3 minute video)
– False growth abounds everywhere (3 minute video)
– Slow wage and GDP growth likely through 2015 (3 minute video)
– Inflation may cause rate hike by mid 2015 (2 minute video)
– Long time before ten year bond gets above 3% (2 minute video)
– Emerging markets look positive longer term (2 minute video)