Lunatics have taken over the Asylum
Bitcoin could conceivably go to 0. Stocks could potentially lose 80%. Never in our life time do we a...
Back to Normal: We're not buying it
Mainstream consensus is a return to normal - we're not buying it. Inflation, jobs, asset prices are...
Why Dollar Collapse may not be coming
It is difficult to think of any area in finance where more nonsense is written about than that of th...
The Real Value of Gold
Humans have always been fascinated by gold which is one of the heaviest natural elements. It invokes...
No Inflation, No Stagflation, Yields and Bonds
Even with the explosion of the monetary base in 2008 with the great recession and the stimulus provi...
The Unravelling of The Emerging Market
As the hunger for debt issuance had been growing at an insatiable clip, and the Latin American debt...
Employment Data Show Probable Dead Cat Bounce
We are currently tempering unemployment with what is now the tail end of the Payroll Protection Prog...