Andy Krieger
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
A Portfolio Risk Thought Experiment
Market Insights
Forming and Refining Trade Ideas – Revisiting the Aussie Kiwi Trade
Market Insights
Iran, Inflation, and the Discipline of Reading Through Noise
Market Insights
On Kevin Warsh, Inflation, and the Markets
Market Insights