If the hot money from Asia into the Western US market stops then not just rents but housing prices will fall. Given the baby boomers will be exiting the market gradually and there isn't another boom to replace them I don't think more housing is what the US needs unless they allow a lot more immigration.

Fiscal irresponsibility by cutting taxes and not expenses does a lot. If you add a trade war and get an uptick in inflation then it can look even worse. People should be looking at this more than oil and the stock market. What has happened is quite clear and it is cutting into Americas wealth much worse than anything else. Certainly the economic growth is not outweighing the purchasing power devaluation we are seeing.

Hopefully, the US will do something to correct its deficit before 2040 like the bottom chart shows. Likewise, hopefully the economy will recover a bit to take some of the steepness off the curve. The main issue is that now that the recent tax cuts are in place the fiscally conservatives may look for places to cut to help make us less fiscally unsound.

It's a bit rich now but I commend all those who bought on the way up.

The company is interesting and is in a hot area. We will see how the offering goes and if they can cut deals to add their technology into robotic surgery platforms, etc. There is good potential here.

It is not the Federal reserve you should be worried about. It is the US Treasury auctions and if China and others withdraw some from bidding forcing the bond yields up regardless of Federal Reserve action. I agree inflation is tame, however it is because of US oil production. Otherwise the weak dollar would already be causing energy if not other inflation. Watch the US dollar value too. This is the main source of potential concern going forward.

It has been a nice run and is looking typically like most semi run ups before the crash. We will see if there are signs of a semi crash. Certainly news of a trade war in high tech is bad for the industry even if it is limited to only networking equipment.

It is not the Federal Reserve raising rates so much as it is buyers requiring higher rates from Treasuries now that our debt has skyrocketed again and we are threatening trade wars. One should be cautious about upsetting those who fund your debt. If the US is required to fund its own debt increases it will have terrible repercussions.

The US has always had vast oil reserves and everyone knew it. The issue is why are we tapping it when oil prices are low with many companies that can't pump it at a profit? Should we not keep sucking up the Middle East's oil and save most of it for a rainy day?

I think the real issue is that the US's debt is becoming a problem and only producing oil can counter the weakness that the dollar is having. The oil over production is keeping oil prices moderated making the dollar's weakness seem inconsequential for now. How much longer this will remain is a question.

The economy is a little more resilient than it has been but not overly so. The inflation worries are overdone right now as is the screams about strong growth. It is liable to stay that way unless there is a trade war with Asia especially. With US bond rates rising growth is not likely to cause massive inflation. More likely a fall off of the dollar is likely to cause it which would not be a good thing no matter how much everyone will try to tell you that it is. They should read basic economics textbooks.