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Banana Republic

The U.S. Banana Republic — Expect More Inflation

What the U.S. in particular, and the West in general, are failing to confess is that today’s so-called Developed Economies

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market risk

More Market Risk Ahead

If you think the current market risk hurts; it’s gonna get worse. The Big 4: Dead Bonds, Rising Yields, Tanking

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investor warnings

Investor Warnings: We’re Gonna Need a Bigger Boat

As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP

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China

China: Holding the U.S. Economy Hostage?

Below we consider China holding as hostage a U.S. economy facing a showdown (corner) between tanking markets and ripping inflation.

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Gold, stocks, the USD

Gold, Stocks, the USD & the Rocky Road Ahead

Gold, stocks, the USD and markets in general are flipping and flopping like a dying fish on the dock. What

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YCC

Fed Two-Stepping, Looming Yield Curve Controls (YCC) and A Painful Endgame Ahead

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

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Systemic Risk

Systemic Risk Meets a Global Mess: R U Prepared?

Systemic risk is literally everywhere. As central bankers play checkers on a global debt chessboard, we see below how policy

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Western sanctions

Western Sanctions: Aimed at Putin, Shot in the Foot

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

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Petrodollar

De-Dollarization and Petrodollar Rumblings—Uh Oh?

There are increasing signs of “uh-oh” in the world of the once-mighty Petrodollar. From Trigger Happy to Shot in the

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Global Financial System

The Global Financial System Has Changed (And Gold is Reacting)

Unbeknownst to the highly one-sided media perspectives of late, the global financial system has changed. Despite massive price volatility of

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