Preparation for my upcoming US Inflation webinar next Tuesday
1
2
“If you can keep your head when all about you, Are losing theirs and blaming it on INFLATION - You'll see the whites of the eyes of DEFLATION" ― If: An…
2
Understanding China Macro - and how you can make a 200% return by buying Evergrande's bonds today
3
6
This ended up being way longer than I thought it would be
6
3
DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk RisingUS macro risks discussed: 1) US debt ceiling showdown looming, and Republicans have no incentive to extend the debt ceiling with bad blood from …
On the Futility of Global Climate AccordsIncredibly well-researched analysis of Biden's Green Wave initiatives, that takes an objective scientific look at both sides of the debate. (lea…
Europe's Plan to Unify Its EconomySeriously interesting 8-minute video about how the Eurozone intends to rescue itself from its debt-ridden growth vacuum. Don't count the Eurozon…
1
No really, you gotta read this
Parallels between markets today and previous bear marketsSo many parallels between today's market and the 2000 dotcom + 2008 subprime mortgage bubbles: 1. Paradigm shifts in the investment narrative to…
1
1
Dueling Perspectives On China's Economic Reality (w/ Kyle Bass and Michael Pettis) | Real VisionRealVision interview (just came out today) about China bull expert (Pettis) vs China bear expert (Bass) debating. 3, 2, 1, go! Also gives some c…
Why hasn't there been high inflation in recent times despite all the money printing?Why hasn’t inflation been high despite the quadrupling of the Federal Reserve’s balance sheet since 2008? There are many theories, but this is v…