Something Works until There’s a Tipping Point — Inflation is Transitory
The idea of higher interest rates is slowly seeping in as we see more signs of inflation. It may be that inflation is transitory…then again, things change…
Featured
Bezos Blasts Off
We’re trying to straighten out some of the confusion about ‘inflation’. It refers to a specific phenomenon — falsifying prices by raising (inflating) the money supply which leads to strange, scammy, and out-of-this-world outcomes…
Why It’s Time to Fade This Rally — Banking Stocks Investing Outlook
Banking Stocks Investing Outlook – I recommended taking some money off the table in some banking stocks. We’ve been in that rally since October last year…
Inflation Explained — More Inflation Sightings
Over the last 14 years, the real rate of GDP growth — adjusted for inflation — was under 1.3%. So even a 3% increase in the supply of money would be twice as much as…
A Change in Climate Is Coming — Part Two
Climate change is coming…but not the one you think. The political climate is where the heat is going to be felt the most.And it’s this political response we must watch closely…
A Change in Climate Is Coming — Part One
China’s phenomenal growth over the three decades — 1980s, 1990s, 2000s — was the result of a dependence on exports, particularly to advanced economies.
The Omega Variant — Central Bank Money Printing
The soaring levels of government debt and central bank money printing — not to mention private sector leverage — virtually guarantee it. We’re closer to the end than the beginning.
Bad Flick, Bad Ending — AMC Entertainment Share Price
In the typical AMC multiplex, you may have the choice of 8–12 movies. On Netflix, Amazon, et al, you have thousands to choose from.
The Money Wave — Investing in the Energy Transition
Investing in the energy transition is one of the big opportunities out there for investors. It likely won’t be a linear path, but this is a megatrend taking shape…
How Are Those Face Masks Working Out for You? — Covid-19
The whole of the US society is being zombified…turning into a slouching wreck…with a hollow-headed, self-serving elite at the top — enriched and corrupted by three decades of stimmy money and fake interest rates…