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‘A Flawed Idea’: Why A BRICS Currency Is Overrated And Unlikely To Work
Warning: quite a long piece on my issues with BRICS
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Gold Demand Remains Strong, But It’s The Diminishing Supply That’ll Keep Pushing Prices Higher
Many longtime readers know that I’m a fan of gold.
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Auto Loan Chaos: Is The Auto Debt Market Finally Nearing A Tipping Point?
**Note: I am looking at optionality plays betting against an auto loan market bust for SA:P as I believe the car market (which is highly dependent on…
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The Commercial Real Estate Market Is A Ticking Time Bomb For Small Banks
It’s been almost three weeks since Silicon Valley Bank (SVB) blew up.
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‘Ahoy! Trouble Ahead!’: A Tidal Wave of Overcapacity Signals Downside in Global Shipping
Last week I wrote an article highlighting the sinking global trade volumes and earnings recession that most likely will follow.
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The Minsky Moment and Theory of Reflexivity: What Minsky and Soros Taught Us About Instability
*Repost from SpeculatorsAnonymous.com
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A Global Earnings Recession Looms And Zombie Companies Are The Most Fragile
Back in October, I wrote about the looming global earnings recession.
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The Yield Curve is Steepening – And This is The True Signal of Trouble Ahead
Back in August, I wrote about the U.S.
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Speculators Anonymous
Speculators Anonymous
Macro-economics + contrarian speculation + optionality + book reviews

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