Inflation Is A Problem Here But An Existential Threat Over There
Here in the US, prices are rising, packages are shrinking and shelves are emptying. This is annoying, but it’s not…
Continue readingJohn Rubino
The Real Action Is Still To Come: The Gold Bull Market Has Years To Run
The boring market action in gold, a form of money that has protected against financial and societal chaos for all of recorded history, looks like…
Continue readingGold Breakout Coming? The Picture Looks Dramatic
“Peircing $2,200 would do massive technical damage…This breakthrough happens on…”
Continue readingWithout Trust Markets Will Tank
It looks like we are on track for yet another global financial meltdown. This time it is…
Continue readingThis Evergrande Thing Is Serious
The bubble may have found its pin…
Continue readingSPACs Tank. Are NFTs Next?
Towards the end of financial bubbles, two things generally happen. First, legitimate ways to put capital to work become scarce as prices outrun expected cash flows. Second…
Continue readingRidiculous Bluff: Fed Threatens To “Get Aggressive” With Inflation
You cannot addict financial markets to a continuous flow of new credit and then just turn off the spigot. All the assets that are supported by…
Continue readingDo Empty Shelves Count As Inflation?
What about when the thing you want just isn’t there? Where does the complete absence of something fit on the inflation spectrum?
Continue readingMainstream Financial News Outlet Proves It Doesn’t Understand Gold
Gold bugs should never assume that the mainstream investing community actually understands finance…
Continue readingBecause Debt Slaves Don’t Have Enough Ways To Borrow…
You’d think we’d have discovered all the ways that the unsophisticated can borrow too much money. But no, it turns out that…
Continue readingThese Big Inflation Numbers Are Interesting But Ultimately Unimportant
It’s been hard to untangle the many causes of inflation’s sudden surge. How much is due to the…
Continue readingCLOs Join The Everything Bubble
The “Everything Bubble” has jumped from hyperbole to literal truth in just a couple of years, as more and more assets enter crazy expensive, extremely reckless territory. The latest addition…
Continue readingAmerican Hysteria And The Covid-19 X-Files: Where’s Agent Mulder When We Need Him?
Was it an overreaction by jumpy politicians who chose to err on the side of safety? Or was it…
Continue readingConfronted with a Nightmare Scenario
There is no easy way out for the financial mess the United States has created for itself…
Continue readingWhat If “Transitory” Inflation Is Here To Stay?
One of the emerging trends in the almost-post-covid economy is companies suddenly having to…
Continue readingYet Another Ridiculous Stock Market Bubble, In Three Charts
The Fiat Currency Age is nothing if not repetitious…
Continue readingHow Can These Two Trends Coexist?
People making money are indulging in new cars. At the same time other people are too broke to cover their payments. This is the result of a seriously screwed-up financial system […]
Continue readingParadise Lost: A Problem That Can’t Be Fixed
A single political party gains control of a lockdown-battered country desperate for any and all forms of government spending. Direct payments, loan forgiveness, infrastructure, all of these and more are…
Continue reading“A Fed With No Fear of Inflation Should Scare Investors”
When the MSM frets that an inflation scare will spook the markets, that concern can become a self-fulfilling prophecy. It also makes…
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…
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