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Don’t Forget that Housing Bubble

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Housing Bubble

Don’t Forget that Housing Bubble

The housing bubble has not received as much attention as the stock and bond bubbles of late. As we’ve warned

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Godman Sachs

Goldman Sachs & Bridgewater: All Hat, No Cowboy

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

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Next financial crisis

The Ignored Spark of the Next Financial Crisis

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

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New Normal

Latest Treasury, Fed and BIS Reports Confirm: Fibbing is the New Normal

The facts keep piling up, confirming that policy fibs are the new normal. In a recent article, I posed the

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zombie economy

Distraction as Policy While the Zombie Economy Stumbles

Desperation and distraction are masquerading as policy for a zombie economy. Below we see how and why—and at what cost.

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gold price

What’s the Deal with the Gold Price?

Has the lackluster gold price got you doubting its shine? Many are asking why gold isn’t ripping right now, as

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Debt Ceiling

U.S. Debt Ceiling, Defaulting Bonds and More Deadly Fed “Support”

If the pending debt ceiling “crisis” and “debate” has you biting your nails, well… Don’t call a manicurist just yet.

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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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Paper Money

Four More Unreported Signs Paper Money is Dying

Below, we look at four deliberately ignored reasons why extreme liquidity is drowning paper money. Reason 1: The Taper Debate

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the war on Covid

Revisiting the War on COVID

The “War on Covid” creates all kinds of reaction and heightened opinions, including reports we’ve posted in the past. As

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