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Nothing is Real: A Pictorial Journey of Economic Distortion

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Economic Distortion

Nothing is Real: A Pictorial Journey of Economic Distortion

Economic Distortion 101: When it comes to modern markets, risk assets and the now normalized yet twisted tango of fiscal

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centralized control

Centralized Control Rises as Truth Wanes

As I write this from a France making ever more bold moves toward forced vaccination, one can’t help but ponder

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credit crunch

From Credit Binge to Credit Crunch: Is Your Portfolio Prepared?

Credit crunch ahead? Looking back on a long market history of boom-and-bust cycles, we’ve shown how bust after bust always

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U.S. Dollar

The U.S. Dollar: Anything but Sensational

Below, we look at the U.S. Dollar with blunt rather than sensational intent. Sensationalism, like central bankers and policy makers,

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Meet Us

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command control economy

Command Control Economy or Sudden Implosion?

Folks, we are heading toward a command control economy. Good grief… Over the years I’ve written almost ad nauseum about

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Musk

The New Shameless—From Musk to Powell

For quite some time we have been warning about the rising shark fin of rising yields and rates. As of

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yield curve control

Losing Control of Yield Curve Controls

Yield Curve Control–Looking Behind the Labels Regardless of one’s politics, most would agree that extremely complex issues are typically given

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Our Podcasts

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2021 Markets

Monetary Water Boarding, Angry Crowds & 2021 Markets

Protestors marching on the U.S. Capital is never a good sign of the year ahead and the outlook for 2021

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