Market Glue Falls Apart All At Once

I left breadcrumbs for you, the entire time. These can all be found on this newsletter, and now sit on gh2benefits.com.

• Stronger Dollar Sounds Great, But May Not Be

• September Is “Suddenly” Nasty

• Theory Alone Does Not Pay Bills

• Mr. Market Has Given Many People A Gift

Take A Wild Guess What I’ll Say

r is now not only much higher, but it is unstable. The smart guys in the room can plan on a slowly, stable higher r. But higher and unstable r? Nope. Risky assets have taken note.

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