Financial markets got a lot more interesting (and volatile) last week, with the release of inflation measures in the US and China. From raw materials to finished goods, the fires of inflation are spreading…
Real money requires real resources. But in a fake world, with fake money and fake news, the race is on to redefine what money is — so that it is literally no object…
If you don’t believe financial repression is already here, you haven’t been paying attention. But the good news is that there ARE money moves you can make…
The biggest and most urgent challenge for investors is protecting what you have from the coming calamity. Don’t get stuck on a financial island with no way out…
Central bankers around the world are now willing to let inflation run ahead of nominal interest rates. The stated reason is they don’t want to raise rates pre-emptively and kneecap a COVID-19 recovery…
Last week we saww a move in 10-year US bond yields. The yield on said 10-year US Treasuries went to 1.75% at one point, its highest level since January of 2020…
Three principles that should govern our public debate about the post-COVID world and be our rallying point to win the argument in defense of civil liberties and entrepreneurial freedom…
Are the bond vigilantes trying to make a comeback? If so, it could be more bad news for growth and momentum stocks. And worse — it could mean the multiyear bull market in bonds is…
Money or commodities is no good if you can’t spend it. Bitcoin is too volatile at the moment to be used as money. These two imperatives — preserving value but being able to sell quickly…
Beginnings are often innocuous. Endings tend to be memorable. We’re going to talk about bull markets and bear market. A capital intensive, ‘Old Economy’ industry, battered by the pandemic and a new era of focus…