Andy Krieger's Thoughts on the Market
Actionable analysis from one of the most legendary traders in history.
For Years I Have Warned of a Looming U.S. Debt Crisis. Is It Imminent?
Thoughts on the Market by Andy Krieger September 1, 2026 For many years I have warned about a looming debt crisis in the U.S. Because members of Congress are obsessed with getting reelected, they borrow and spend as much as possible, ignoring all of the economic warning signals which
Why I’m Selling Dollars
Thoughts on the Market by Andy Krieger August 24, 2026 I may have had a quiet week traveling with my family, but the boys in Washington have certainly been active. Treasury Secretary Bessent has made it clear to the world that the administration is uncomfortable with the yield on thirty-
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The U.S.–Japan Yen Intervention, the 1998 Precedent, and Dalio's Debt Death-Spiral Warning: A Deeper Dive into Currency Intervention, Carry-Trade Risk, and Sovereign-Debt Sustainability
Thoughts on the Market, by Andy Krieger August 10, 2026; Market Commentary & Investor Notes For informational purposes only. Not investment advice. See disclosures on the final page. Executive Summary ● On July 30–31, 2026, Japan's Ministry of Finance and the U.S. Treasury conducted their first coordinated
