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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
May 10, 2023
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‘A Flawed Idea’: Why A BRICS Currency Is Overrated And Unlikely To Work
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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. And even though I haven’t added to my gold holdings since summer-2019 – back when it was sub-$1,300…
Apr 26, 2023
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Gold Demand Remains Strong, But It’s The Diminishing Supply That’ll Keep Pushing Prices Higher
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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…
Apr 19, 2023
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Auto Loan Chaos: Is The Auto Debt Market Finally Nearing A Tipping Point?
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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. With both NY Signature Bank (SBNY) and Credit Suisse (CS) following right behind…
Apr 3, 2023
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The Commercial Real Estate Market Is A Ticking Time Bomb For Small Banks
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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. And while many…
Mar 29, 2023
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‘Ahoy! Trouble Ahead!’: A Tidal Wave of Overcapacity Signals Downside in Global Shipping
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The Minsky Moment and Theory of Reflexivity: What Minsky and Soros Taught Us About Instability
*Repost from SpeculatorsAnonymous.com
Mar 25, 2023
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The Minsky Moment and Theory of Reflexivity: What Minsky and Soros Taught Us About Instability
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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. And while the media’s busy focusing on the world’s banking issues (which will only…
Mar 24, 2023
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A Global Earnings Recession Looms And Zombie Companies Are The Most Fragile
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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. yield curve’s deep inversion and why it was important (read here). I said, “. . .This is why the U.S. yield curve…
Mar 21, 2023
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The Yield Curve is Steepening – And This is The True Signal of Trouble Ahead
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