The Myth of the U.S. Economic Soft Landing
Don’t accept the nonsense about our rosy economy due to the soft landing the Fed has engineered
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Where Are the Markets Heading Long-Term?
We are dangerously close to a tipping point. We don’t need a specific catalyst, just the straw that breaks the camel's back.
How Rate Cuts Could Push Markets to Historic Extremes
The stock market is valued at roughly 200% of GDP, close to its most overvalued level ever. Clearly, financial conditions are not restrictive right now
The Ugly Truth About the US Economy
Masking broad economic inefficiencies by covering up gross imbalances and weaknesses in any system is a fool’s errand.
Why the USD/JPY Correction Was Inevitable
Warning my readers to prepare for this move higher didn’t require particularly astute forecasting. It was based on a combination of technical analysis and common sense
Up the Stairs, Down the Elevator – the Rout Continues
Over the past weeks and months, I have written repeatedly about the seismic shifts coming in multiple markets.
My Thoughts on the Yen and What to Expect Next
My message to the Japanese authorities is that they should be careful what they wish for, as the ultimate level to which the yen strengthens might be quite a shock for them