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CBO Pulp Fiction & More Debt Ahead

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CBO

CBO Pulp Fiction & More Debt Ahead

Below we look at the latest data from the CBO (i.e. the Congressional Budget Office) and actually try to make

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interest rates

Nailing Interest Rates to the Floor Through 2023—More Fed Stupid

Below we look at interest rates as a symbol of, well…stupid. Predictable is as Predictable Does In my last report

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market melt-up

Another Market Melt-Up Despite a Dead Economy? You Betchya.

Below we discuss the traits of a market melt-up in the backdrop of a global pandemic and recession. Sound crazy?

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Economic disaster

Does Paying for this Economic Disaster Lead to More Disaster?

Economic disaster is no longer an opinion. It’s a current reality. With 40% of our service economy on its knees,

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stock market

When Will the Stock Market Turn Nasty?

Wondering about the stock market after yet another volatile week of the surreal? Below, we look at what will make

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inflation

Toxic Inflation, Toxic Love and Breaking Up with Bonds

Below, we look at how inflation can bring these dishonest markets to their knees and make one re-consider true love.

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Austrian School

Failing Hedge Funds, Thin Currencies & Austrian School Wisdom

Below we look at what the Austrian School of Economics might have taught today’s embarrassed hedge fund managers and desperate

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market questions

Your Big Market Questions Answered?

Market questions are often far more important than simple answers. We respect good market questions. Voltaire remarked that questions say

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residential real estate markets

Residential Real Estate Markets—Waiting for “Uh-Oh”?

The residential real estate markets are sending mixed signals. Although we focus on risk assets, currency markets and historically-confirmed precious

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yield curve controls

Yield Curve Controls –The Dumb is About to Get Dumber

Get ready for yield curve controls… If there was any lingering doubt that central banks have now become the central

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