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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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April 2023
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.
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.
Apr 3, 2023
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The Commercial Real Estate Market Is A Ticking Time Bomb For Small Banks
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March 2023
‘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.
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.
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.
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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Anatomy of a Blowup: SVB is The First Domino To Fall – And More Are Coming
Markets continue to roil from the second and third largest U.S.
Mar 17, 2023
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Anatomy of a Blowup: SVB is The First Domino To Fall – And More Are Coming
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The Disappearing Pandemic Era Savings And Over-Leveraged Consumers Are The Seeds For Crisis
**This was originally published on SpeculatorsAnonymous.com
Mar 11, 2023
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The Disappearing Pandemic Era Savings And Over-Leveraged Consumers Are The Seeds For Crisis
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February 2023
The Global Savings Glut: How Excess Savings and Diminishing Returns Created A Debt-Trap For All Of Us
Many longtime readers know that I’ve remained bullish on U.S.
Feb 10, 2023
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The Global Savings Glut: How Excess Savings and Diminishing Returns Created A Debt-Trap For All Of Us
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Macro-Thoughts: Yes, Labor Markets Are Tight - And It's Because of a Demographic Crisis
February 3, 2023
Feb 3, 2023
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Macro-Thoughts: Yes, Labor Markets Are Tight - And It's Because of a Demographic Crisis
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