Increasingly Chaotic Volatility Ahead: The New Normal Few Think Possible
That the era of stability has ended and a new era of increasingly chaotic volatility has begun is not on anyone’s radar as a possibility…
Continue readingasset bubbles
Warning Light Flashing Red
When the warning light is flashing red, it’s prudent to have a capital preservation strategy in place.
Continue readingSpeculative Gains Guaranteed Forever: What Could Go Awry?
Can risk really be destroyed, or can it only be transferred? And if it can only be transferred, then what’s it been transferred to?
Continue readingFed’s Balance Sheet to $9 Trillion in 12 Months, Asset Bubbles Pop on Rising Yields
What is the base case for the Fed’s balance sheet growth over the next 6 to 12 months, along with other important global macro topics?
Continue readingThe Everything Bubble: How A Debt-Driven Economy Creates More Frequent Crises
Governments and central banks create a crisis from a moderate and completely healthy slowdown by denying economic cycles and, even worse…
Continue readingOur Dead Money Economy
The U.S. stock and bond markets and its entire financial system now teeter on the edge of collapse if there is even a slight hint that…
Continue readingThe “Wait and See” Economy’s Moment of Truth
The “wait and see” economy is about to face its moment of truth, and one truth is the $1.8 trillion being passed out like candy is already spent…
Continue readingNFTs Join The “Everything Bubble”
Digital assets called non-fungible tokens, or NFTs, are now attracting ludicrous amounts of hot money for things of seemingly dubious value…
Continue readingToo Busy Frontrunning Inflation, Nobody Sees the Deflationary Tsunami
Those looking up from their “free fish!” frolicking will see the tsunami too late to save themselves…
Continue readingWhen Does This Travesty of a Mockery of a Sham Finally Implode?
The mutually reinforcing crises aren’t in the future, they’re here now, and Jay Powell’s shuck-and-jive has lost its magical powers to cloak the…
Continue readingCan 20 Years of Deflation Be Compressed into Two Years? We’re About to Find Out
Extremes become more extreme right up until they reverse, a reversal no one believes possible here in the waning days of 2020…
Continue readingPeople going hungry = Record high stock prices
Many millions of people are suffering immeasurably because of Covid lockdowns, yet amazingly enough, the stock market is at an ALL TIME HIGH…
Continue readingDon’t Blame Covid: The Economy is Imploding from Over-Capacity and Corrupt Cartels
Now that the bubble has burst, the hope is that removing the pin will magically restore the burst bubble. Sorry, it doesn’t work that way…
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