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The USD Approaching a Waterloo Moment

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the USD

The USD Approaching a Waterloo Moment

The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and

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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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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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rising bond yields

Rising Bond Yields—The Latest Shark Fins Circling Our Markets

Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for

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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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Softening Demand

Brace Yourselves for the Real Meaning of “Softening Demand”

Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can

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the USD

Despite DXY Highs, The USD is Fading

As the USD is fading in influence, it would be the understatement of the year to say that we live

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American Policy

American Policy: Dangerously Planned or Just Accidentally Dumb?

American policy has been acting in ways which suggest either a desperate ignorance or a sinister restructuring of the national

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Recession

Fed Confusion, Market Vol, Gold’s Rise and the Reality of Recession

This week, the bipolar Fed proved it can be a hawk and a dove at the same time as the

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