The Federal Reserve’s “Financial Accounts of the United States – Z.1” – where the rubber meets the road. Our quarterly read on systemic [...]
Before quickly moving on to March and beyond, posterity beckons for some documentation of an extraordinary February. For the month, Bitcoin surged $18,972 [...]
“Periphery and core” and global government finance Bubble analytical frameworks continue to offer a fruitful perspective for better understanding today’s [...]
It was an illuminating week, especially Tuesday. January’s CPI data confirm that inflation is anything but dead and buried. Headline inflation rose 0.3% for [...]
A few headlines: WSJ: “Deflation Tightens Grip on China’s Economy.” FT: “China’s Prices Fall at Fastest Rate in 15 years as Economy Battles [...]
CNBC’s Jeff Cox: “Just kind of looking to put it all together, you talked about basically the economy looking strong, with 3.3% annualized growth in the [...]
Could the backdrop going into next Wednesday’s Powell press conference be any more intriguing? The economy has gained a head of steam since the FOMC’s [...]
Please join Doug Noland and David McAlvany this coming Thursday, January 25th, at 3:00 pm Eastern/ 1:00 pm Mountain Time (one hour earlier than normal) for the [...]
Monetary disorder played prominently throughout 2023, though most acutely with the fourth quarter upside market dislocation. Speculative leverage went to [...]
As my thoughts turned this week to “Issues 2024,” my mind returned to the great American economist Hyman Minsky (1919-1996). The dynamic evolution of [...]
I’ll be frank. This “Year in Review” piece just lacks the pizzazz of other publications. For example, the New York Times’ “A Look Back at the Top [...]
From an analytical perspective, it’s fascinating how things can turn wild at the end of cycles. While mortgage Credit expanded at double-digit annual rates [...]
