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Bad Banks Behaving Badly

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bad banks

Bad Banks Behaving Badly

Bad banks are bailing bad banks. Below, we take a quick look at a long problem. Ford’s Warning Many of

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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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American markets

Three Graphs to Challenge Your Faith in American Markets

American markets are looking scarier than Halloween. For those familiar with our market reports, we endeavor to make the complex

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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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Powell's Fed

Powell’s Fed: Deaf to Reality, Honesty and the Average Joe

Below we track how Powell’s Fed serves far more as a problem (and cause of the problems) rather than a

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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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deliberate inflation

Powell: Seeking Deliberate Inflation?

Is deliberate inflation the Fed’s real aim? As repeated in numerous articles and interviews, global central banks in general, and

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