Ruminating about the same issues we already know all we need to know about; including whether or not the Fed gives us a so-called hawkish rate cut, or none (likely they will do).

Valuations are so stretched in the markets now that average annual returns are likely to be negative over the next 1, 3, 5 and 10-year periods -- risking a lost decade for investors.

Inflation quietly enriches asset holders, punishes workers, and pushes Europe into a slow, silent decline.