Biography
Dhruv Goyal, CFA, is the founder of Earthen Street Capital. He specializes in global macro research, and sovereign bond and currency investments. He has more than 15 years experience in the industry and has previously worked with Nationwide Insurance, Wisconsin Alumni Research Foundation, and CUNA Mutual Group in the United States. He holds an MBA from University of Wisconsin-Madison and is a CFA charterholder.
The United States is a consumption-driven economy. But over the last half century, the US consumer has been weakening in the face of social and economic pressures.
Turkey's economic travails provide a cautionary tale for other developing nations.
We can expect the surge in US inflation to subside. But not enough to help ailing consumers.
The Buffett Indicator is flashing red and has been for a while now.
US employment figures point to a significant opportunity deficit for workers.