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
Macro Thoughts
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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.
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
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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