Investing On Persistent Foundations
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The volatility in the investment markets over the past few months has been truly astonishing. Prices are violently fluctuating and the range of …
Read MoreThe Opportunity Of Misplaced Inflation
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The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly …
Read MorePodcast Interview With The Market Huddle
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I joined Patrick Ceresna and Kevin Muir on The Market Huddle for a wide-ranging conversation covering all things macro. Be sure to stick …
Read MoreTo Fight The Fed Or Not
“Don’t Fight The Fed”!
This was arguably the most successful investment strategy over the past ten years. There was also no easier way to tarnish one’s reputation and career than …
Read MoreReflexivity Here In The Yield Curve & Everywhere
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George Soros is about as close to a household name as it gets for a hedge fund manager. He’s legendary for his …
Read MoreCheap Fed Liquidity Forestalls Deleveraging & Entices Debt
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Powell’s Real Choice: His Reputation Or Esteem—Part 3
The following is Part 3 in a series outlining my belief that central banks and fiat currency …
Read MorePodcast Interview With Lance Roberts
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I joined RIA Advisors Chief Investment Strategist Lance Roberts on his show to discuss some unique views of central banks, capitalism, and …
Read MoreCentral Banks Don’t Create Money … Really
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Powell’s Real Choice: His Reputation Or Esteem—Part 2
The following is Part 2 in a series discussing my belief that fiat currency regimes with central …
Read MorePowell’s Real Choice: His Reputation Or Esteem—Part 1
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Banking’s History Reveals An Impossible Decision
Market participants ascribed a lot of importance to the December meeting of the Federal Open Market Committee …
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Recovering Perma-Bear At A Crossroad
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Hello, my name is Seth and I’m a recovering perma-bear. (Hi Seth.) It’s true that I used to think that doom …
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