Speculators Anonymous

‘A Flawed Idea’: Why A BRICS Currency Is Overrated And Unlikely To Work

Gold Demand Remains Strong, But It’s The Diminishing Supply That’ll Keep Pushing Prices Higher

Auto Loan Chaos: Is The Auto Debt Market Finally Nearing A Tipping Point?

The Commercial Real Estate Market Is A Ticking Time Bomb For Small Banks

‘Ahoy! Trouble Ahead!’: A Tidal Wave of Overcapacity Signals Downside in Global Shipping

The Minsky Moment and Theory of Reflexivity: What Minsky and Soros Taught Us About Instability

A Global Earnings Recession Looms And Zombie Companies Are The Most Fragile

The Yield Curve is Steepening – And This is The True Signal of Trouble Ahead

Anatomy of a Blowup: SVB is The First Domino To Fall – And More Are Coming

The Disappearing Pandemic Era Savings And Over-Leveraged Consumers Are The Seeds For Crisis

The Global Savings Glut: How Excess Savings and Diminishing Returns Created A Debt-Trap For All Of Us

Macro-Thoughts: Yes, Labor Markets Are Tight - And It's Because of a Demographic Crisis