Shockwaves from Oil, Tariffs, and the Fed Are Hitting the Markets
The economy is at a major crossroads, and it could very well start to deteriorate over the coming months.
Andy Krieger
Why the Dollar Could be Headed Sharply Lower
There's a poison pill clause in the recent budget that could prove to be a very dangerous factor in the dollar’s performance
Going Cold Turkey on Deficit Spending? Congress Would Rather Wait for a Crisis
Unless Congress changes its policies, there will be a point at which the U.S. will be forced to take emergency action.
Stocks Are Up, But Conditions Are Weaker
Fundamentally, conditions are now weaker than they were when stocks last traded at these levels, which was at the start of this year.
Key Market Shifts Are Underway With Bigger Moves to Come
Overall global growth will slow because of the U.S.’s misguided policies, but the biggest loser will be the U.S.
Revisiting a Few Old Ideas – and Sharing Some New Ones
An update on my previous and current market views
The Paradox of Progress: When Innovation Meets Inadvertent Overreach, and Why I Am Defending Jerome Powell
The risk of potential erosion of the dollar's status as the world's reserve currency cannot be emphasized enough