Buckle Up For A Bumpy 2024, Economists Warn Authored by Emel Akan via The Epoch Times (emphasis ours), The U.S. economy embarked on a rollercoaster...
Dave Collum's 2023 Year In Review: Down Some Dark Rabbit Holes, Part 2 Authored by David B. Collum, Betty R. Miller Professor of Chemistry...
As Recession Noise Grows, Recession Signal Is Fading Authored by Simon White, Bloomberg macro strategist, The clamor for a US recession has...
Gold's About To Have Its Day: Jim Grant Warns No One's Prepared For "Higher Yields For Much, Much, Much Longer" Authored by Christoph Gisiger...
Jim Grant: The Fed Needs Some Grounding In Financial History & Common Sense Via SchiffGold.com, Will the Federal Reserve raise interest...
Futures Slide As 10Y Yields Spike Back Over 4.80% US index futures slid and global markets dropped as yields rose to session highs as complacent...
As the "soft landing" narrative grows, the risk of a "crisis" event in the economy increases. Will the Fed trigger another crisis event? While unknown,...
Smart Borrowing Has Made Monetary Policy "Laggier" By Peter Tchir of Academy Securities Milton Friedman made the term “long and variable...
Futures Rebound After Tuesday Rout As Rates Drop After Tuesday's sharp rout, US equity futures are higher despite another slump in Asian markets...
We recently wrote The Lag Effect Unveiled to appreciate why it takes time for higher interest rates to inflict economic damage. We follow that up with...
Everybody loves dividend stocks. Some prefer stocks with high dividend yields and some prefer stocks of companies that have grown their dividends consistently,...
A New Way To Think About Equity Volatility By Russell Clark, author of the Capital Flows and Asset Markets substack I have been fascinated...
U.S. presidential candidate Vivek Ramaswamy took aim at the Federal Reserve recently: The reality is, if the dollar is volatile, it’s as bad as if the...
STVR/Airbnb Has Destroyed America's Resort Towns Authored by Charles Hugh Smith via OfTwoMinds blog, It turns out society isn't just the...
Evergrande’s ongoing bankruptcy saga has significant macroeconomic implications — including for the global cryptocurrency market. ...
Kerrisdale Capital is short shares of Carvana Co (NYSE:CVNA), a $4bn market cap online platform for buying and selling used ... Read more
What Central Banks Giveth They Taketh Away; Wave Of Corporate Defaults On The Horizon Authored by Michael Maharrey via SchiffGold.com, With a...
Key Points The Chinese have a saying concerning the reality of the haves and have-nots and how they should deal ... Read more
Crescat Capital commentary for the month ended April 30, 2023, titled, “Whistling Past The Graveyard.” US policymakers continue to act ... Read mo...
The topic of climate change is growing ever more prominent as the planet creaks under humanity’s growing footprint. For financial markets, the effects...
S&P Futures Hit 2 Month High: 4,200 Looms As Record Bearish Sentiment Leads To Another Meltup We have said previously on more than one...
If we had entrenched inflation, the 10-year yield would be well north of 5.25% today. Instead, it's been hard for it to stay above 4%.
Peak Rates Can't Come Soon Enough For Real Estate By Michael Msika, Bloomberg Markets Live reporter and strategist Investors are shunning...
Futures Rebound After Worst Week Of 2023 US index futures jumped after suffering their worst weekly drop of 2023, as traders looked for fresh...
Tighter Lending Doesn't Bode Well for Soft Landing Authored by Simon White, Bloomberg macro strategist, The outlook for credit is increasingly...
Futures, Global Stocks Slide, Dollar Jumps On Rising US-China Tensions, Fed Outlook The post-payrolls slump in US stocks and global markets...
The Beginning Of The End Of The Credit Cycle Authored by Simon White, Bloomberg macro strategist, The credit cycle is turning, which points...
The inflation report last week was met with a big sigh of relief by investors. Stocks and bonds rallied as the Fed's Whip Inflation Now project...
Dave Collum's 2022 Year In Review, Part 1: All Roads Lead To Ukraine Authored by David B. Collum, Betty R. Miller Professor of Chemistry and...
Before 2020, when the pandemic hit, most people never thought about the supply chain and then we ran out of toilet paper, hand sanitizer, and a...