The USD Approaching a Waterloo Moment
The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and
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The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and
Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates
Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for
We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid
Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can
This week, the bipolar Fed proved it can be a hawk and a dove at the same time as the
Is deliberate inflation the Fed’s real aim? As repeated in numerous articles and interviews, global central banks in general, and
If you think the current market risk hurts; it’s gonna get worse. The Big 4: Dead Bonds, Rising Yields, Tanking
In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems
As heated headlines all point to the war in Ukraine, saber rattling is sadly a key topic once again. The
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