Below we look at recessionary, inflationary, and stagflationary signposts to determine the probability of whether we are headed for recession. The potential outcomes, in the backdrop of rising debt as real rates slide inevitably deeper...
If every time I stole a cookie from the jar in front of my mom (age 8), or drove dad’s car (sometimes into a tree) without permission (age 16), failed a dorm-room inspection (age 17), broke a lawnmower for driving over a fence post (each...
Is a new currency system emerging? Debt to GDP ratios are exploding globally, and inflation and wealth inequality have reached a point of crisis. Is the fed running out of options? Perhaps not.
Many are asking why gold is not rising, as just about every other commodity makes new highs in the backdrop of inflationary tailwinds. That’s a very fair question.
Below, we look at four deliberately ignored reasons why extreme liquidity is drowning paper money. Reason 1: The Taper Debate May Not be a Debate at All
Below, we ask a simple question: Is the war on COVID the needed pretext for even more centralized market “performance?” After all, who needs free markets when central bank liquidity determines price forces via endless COVID bailouts?
Below we unpack the implications behind central bank gold purchases (rising), negative real yields (falling) and Stanley Fischer’s Fed-speak (cringing).
Earlier in July, U.S. President Biden came away from a meeting with Fed Chairman Jerome Powell and calmly announced that in addition to inflation being “short term,” we should fear not, as Biden also “made it clear to Chairman Powell that...
For informed investors who have successfully traversed the tired Bitcoin vs. Gold debate and recognized the critical importance of owning physical (as opposed to paper/ETF) gold as an obvious antidote to globally debased currencies and...
Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context is another. Toward that end, it’s critical to place so-called “economic growth,” Treasury market growth, stock market growth, GDP...