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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As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP
Below we consider China holding as hostage a U.S. economy facing a showdown (corner) between tanking markets and ripping inflation.
We are seeing dying markets. Slowly at first, and then all at once. Unless, of course, the money printers return,
U.S. bonds are in serious trouble. Below we show you the facts not the drama. Safe-Haven? As US debt to
Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker
Systemic risk is literally everywhere. As central bankers play checkers on a global debt chessboard, we see below how policy
Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you
As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the
There are increasing signs of “uh-oh” in the world of the once-mighty Petrodollar. From Trigger Happy to Shot in the
In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems
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