Embarrassing Debt: Are Markets Doomed?
Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest
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Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest
Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.
The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can
As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.
Below, as we head into a new year, we consider a blender of simple math, sober facts and comical arrogance
Below we track years of desperate yet deliberate central bank bubble creation (and can-kicking) to its ultimate end-game: A currency
Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates
From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of
We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid
A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the
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