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Macro Thoughts

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embarrassing debt

Embarrassing Debt: Are Markets Doomed?

Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest

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bond destruction

Bond Destruction + CPI Fiction = Market Confusion

Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.

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global bond markets

Global Bond Markets : Neon-Flashing Warning Signs

The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can

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CBDC

Thoughts on Central Bank Digital Currencies, or CBDC

As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.

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market chaos

Market Chaos: It’s Now Inevitable for 2023

Below, as we head into a new year, we consider a blender of simple math, sober facts and comical arrogance

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currency bubble

A Titanic Currency Bubble—The Last Fed Bubble to Break

Below we track years of desperate yet deliberate central bank bubble creation (and can-kicking) to its ultimate end-game: A currency

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SBF

What SBF & the FTX Implosion Says about Us

Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates

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smart investing

Smart Investing: Play Where the Ball/Puck is Headed

From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of

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illiquid Dollar

More Pain Ahead as the Strong and Illiquid Dollar Makes the World Weak

We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid

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weaponized dollar

The Open Failure of a Weaponized Dollar

A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the

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