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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. 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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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. yield curve’s deep inversion and why it was important (read here).
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. bank busts in history – Silicon Valley Bank (SVB) and NY Signature Bank (SBNY).
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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