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Thoughts on Central Bank Digital Currencies, or CBDC

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CBDC

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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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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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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paper gold price

Explaining Current Paper Gold Price Manipulation—Rigged to Fail

The current and open fraud regarding the paper gold price in the COMEX market is now as plain to see

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Banana Republic

The U.S. Banana Republic — Expect More Inflation

What the U.S. in particular, and the West in general, are failing to confess is that today’s so-called Developed Economies

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investor warnings

Investor Warnings: We’re Gonna Need a Bigger Boat

As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP

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Systemic Risk

Systemic Risk Meets a Global Mess: R U Prepared?

Systemic risk is literally everywhere. As central bankers play checkers on a global debt chessboard, we see below how policy

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Yield Curve

Yield Curve Warnings: Recession Inevitable?

Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you

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Western sanctions

Western Sanctions: Aimed at Putin, Shot in the Foot

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

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Ukrainian war

Ukrainian War: Sanctions vs. Sanity

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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