No mincing words; no need for sophisticated prose. The week was ugly. Things look bad. There are elements similar to the year 2000 bursting of the [...]
The week arguably offered some clarity on key facets of today’s murky financial, economic and policy backdrops. At this point, the U.S. economy is [...]
A headline this week from National Review: “The Fed’s Half-Hearted War on Inflation – It has the power, but does it have the will?” Is the Fed all [...]
The thesis is one of secular change – an extraordinary multi-decade Bubble period transitioning (in a highly destabilizing manner) to a most uncertain New [...]
Global Bubble deflation gathered additional momentum this week. The U.S./global tech Bubble collapse accelerated. Hit by panic “runs”, the historic [...]
The Global Bubble, several decades in the making, is in the process of bursting. A new cycle is emerging, replete with extraordinary uncertainties. Acute [...]
The Shanghai Composite sank 5.1% Monday, fell another 1.4% Tuesday, rallied 2.5% Wednesday, increased 0.6% Thursday, and then rose 2.4% Friday – with the [...]
It was an important week – perhaps critical. There was additional support for my macro thesis. The bottom line: increasingly unstable global markets today [...]
Something snapped. Ten-year Treasury yields jumped another 12 bps this week, with a two-week gain of 44 bps. At 2.83%, 10-year yields ended the week at the [...]
Please join Doug Noland and David McAlvany this coming Thursday, April 14th, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q1 recap [...]
Historic Q1 2022. Inflation, a Hawkish Fed, Spiking Bond Yields, War, China and Acute Instability. Where to begin? “Inflation Hits a New 40-year High.” [...]
It’s been some time since the Fed commenced a serious tightening cycle. Previous moves to raise rates progressed gingerly, so as not to risk upsetting the [...]
