Notable developments for two key facets of the global government finance Bubble this week. November 21 – Financial Times (George Steer): “Hedge funds [...]
Good to see U.S./China tensions ease. It’s clearly in both countries’ interest. Especially with war raging in Gaza, President Biden could sure use a [...]
I prefer not to refer to old CBBs. I’m making an exception this week, extracting from the February 6, 2009, edition. In “Government Finance Bubble,” I [...]
An extraordinary week. How extraordinary, you ask? Bloomberg: “Best Run for Bonds Since 2020 as Traders Bet on Fed-Hike Finale.” Ten-year Treasury yields [...]
Please join Doug Noland and David McAlvany this coming Thursday, November 2nd, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q3 recap [...]
Please join David McAlvany, Doug Noland, and the McAlvany Wealth Management team for a timely discussion, “Discover the Hard Asset Difference.” Thursday, [...]
Perhaps it goes back to a passage I recall reading years ago that recounted the 1929 experience: “Everyone was determined to hold their ground. But the [...]
Monthly non-farm payroll reports tend to be market moving. Released on the first Friday of the month, the data hits two weeks ahead of options expiration. [...]
The 25-year anniversary of the Russia/LTCM collapse offers a timely reminder of the perils of leveraged speculation. A series of Wall Street Journal articles [...]
Mohamed El-Erian: “I worry that the economic and policy signals coming out of this Federal Reserve press conference may come across to many as both confused [...]
September 14 – Financial Times (Martin Arnold and Mary McDougall): “The European Central Bank has raised interest rates to an all-time high in a bid to [...]
Global market “risk off” is gathering momentum. China’s currency declined another 1.06% versus the dollar this week to the weakest level since 2007. The [...]
