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Bond Destruction + CPI Fiction = Market Confusion

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bond destruction

Bond Destruction + CPI Fiction = Market Confusion

Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.

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global bond markets

Global Bond Markets : Neon-Flashing Warning Signs

The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can

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currency bubble

A Titanic Currency Bubble—The Last Fed Bubble to Break

Below we track years of desperate yet deliberate central bank bubble creation (and can-kicking) to its ultimate end-game: A currency

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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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rising bond yields

Rising Bond Yields—The Latest Shark Fins Circling Our Markets

Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for

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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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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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