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
A Brief Mid-Week Update on the Market Chaos There will be no real winners in this sort of battle, but for sure there will be lots of losers.
We Are Now in a Giant Mess The ramifications of this are terrifying as Trump and his team have now set in motion a clearcut path to stagflation