Andy Krieger

“A Rising Tide Lifts All Boats”

Get Ready For Some of the Wildest Markets You Will Ever See

Bessent's Forecasts: Many Misses, A Couple of Hits, and Lots of Negative Consequences

American Patience Is Wearing Thin: Diesel, the War in Iran, and the Economic Pain Reshaping US Politics

Things Look Great Now – But Are They Really So Good?

Rising Treasury Yields: Quiet Before the Storm?

Surely You’re Joking, Mr. President

For Years I Have Warned of a Looming U.S. Debt Crisis. Is It Imminent?

Why I’m Selling Dollars

No Newsletter This Week

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

There’s A Convergence of Early Warning Signals: Time To Be Extra Careful