Happy 15th Birthday to The QE Era Two weeks after we celebrated the 25th anniversary of the start of the TBTF era (courtesy of two Nobel...
Peter Schiff: Banks Have A Bigger Real Estate Problem Today Than They Did in 2007 Via SchiffGold.com Banks are more vulnerable to the housing...
Positive Term Premia Drive Yields And Steeper Curve Authored by Simon White, Bloomberg macro strategist, Rising term premia, which have recently...
Jim Grant: Fed Policy Is A Ph.D. Standard Of Improvisation Via SchiffGold.com, All eyes are on the Federal Reserve, and people are wondering,...
Has macroeconomics progressed over the past 100 years, or are we merely treading water? There are good arguments for both sides. Before considering macroeconomics,...
Credit Card Losses Are Surging At The Fastest Pace Since The Global Financial Crisis One month ago we warned that the toxic cocktail of Volcker-esque...
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...
"This Is Bad, Really Bad..." Authored by Matthew Piepenburg via GoldSwitzerland.com, Real BRICS Threat + The Worst Macros I’ve Ever Seen In...
Currency Wars Versus Gold Standards Authored by Alasdair Macleod via GoldMoney.com, Russia and the Saudis are driving up oil and diesel prices....
The Fed Is Losing Money And You're Going To Foot The Bill Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve is losing...
Peter Schiff: Fed Money Magicians Running Out Of Rabbits Via SchiffGold.com, Most people think everything is fine. The Fed is getting inflation...
Activist shareholders play a central role in modern corporations, influencing the capital structure, business strategy, and governance of firms. Such “blockholders”...
Gold Is Natural Money; Fiat Is Fake Authored by Michael Maharrey via SchiffGold.com, Gold is nature’s money. Aristotle listed four characteristics...
This post takes up from two previous posts (part 1; part 2), asking just what do we (we economists) really know about how interest rates affect...
The EM-ification Of Developed-World Government Bonds Authored by Simon White, Bloomberg macro strategist, Heightened inflation risks and...
If the headline didn’t grab your attention, that’s probably because you thought it was about interest rates. In fact, it’s about the equity market...
The ECB Is Trapped Between Japan & The US Authored by Tom Luongo via Gold, Goats, 'n Guns blog, The ECB has a credibility problem. ...
The world since 1900 has experienced two major world-encompassing wars. Wars cost a lot of money, and countries—even if they were once on a gold standard—usually...
It’s said that when you wish upon a star with all your might, your dreams just might come true. While we’re still waiting for that McLaren...
Prices pressures are abating, albeit gradually, while economic momentum is faltering. The data in the coming weeks will help shape expectations for rate...
For weekend reading, Gary Alexander, senior writer at Navellier & Associates, offers the following commentary: With all eyes focused on ... Read m...
The "Soft Landing" Charade Submitted by QTR's Fringe Finance It is of the utmost importance that my readers know I am capable of being bullish. I...
The Government Can't Afford Higher For Longer, Much Longer Authored by Michael Lebowitz via RealInvestmentAdvice.com, Jerome Powell and his...
Jerome Powell and his colleagues endlessly reassert their “higher for longer” plan for interest rates. They aim to weaken economic growth, bringing...
Monetary Vs Fiscal Dissonance... And The Return Of QE Authored by Kevin Smith and Tavi Costa via Crescat Capital, Monetary and fiscal authorities...
BofA Jumps As Strong Trading Revenues Mask Weakness In Interest Income, Rising Expenses It may not be JPMorgan, but as one of the Big 4 commercial...
Putting value to one side, the price of an asset cannot rise unless investors buy it. And, in order to buy it, they require liquidity. Tracking...
Fake Debt Ceiling Fight Yields Fake Spending Cuts And A Credit Card With No Limits Authored by Michael Maharrey via SchiffGold.com, We have...
We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted...
https://bondvigilantes.com/wp-content/uploads/2023/05/1-deflation-tsunami-1-1024x576.pngInflation is one of the great economic debates and often leaves...