Recent Articles
Stop the Presses!
Click here to view as PDF. “If Trump wins, I’m leaving the country. If Hillary wins, I’m leaving the country.…
The Art of Unlearning
Click here to view as PDF. “There’s a huge layer of the economy unseen in the official data and…unaccounted for…
Big government, even bigger sins.
Click here to view as PDF. “Impressive scholarly research has demonstrated that the government spending multiplier is in fact negative,…
The 5 Cs—Could Congress Create Consecutive Crises?
Click here to view as PDF. “Most investors are not well-equipped for an analysis of that kind (political risk). They…
ULTRA-EASY MONEY: DIGGING THE HOLE DEEPER?
Click here to view as PDF. “To combat the depression by a forced credit expansion is to attempt to cure…
DEBATE: A TRUMP WIN AND THE DOLLAR
Click here to view as PDF. “Each generation will reap what the former generation has sown.” -CHINESE PROVERB “If everybody…
How much does the stock market have left in the tank?
Click here to view as PDF. “But we are restricted from investing in that wider range of assets…it could be…
When the spread isn’t the thing.
Click here to view as PDF. “Central banks are the largest blind buyers in the world, accumulating trillions of dollars…
FROM THE NEW NORMAL TO THE NEW CRAZY
Click to view as PDF. “Monetary policy is not a panacea…Most of the policies that support robust economic growth in…
THE RETURN OF US FISCAL POLICY, THE OTHER PROPERTY INVENTORY PROBLEM IS EVEN BIGGER, AND I MUST ADMIT THAT I’M CONFUSED
Click to view as PDF. “We can’t solve problems by using the same kind of thinking we used when we…
Thermonuclear blast from the past.
Click here to view as PDF. “One way to make sure crime doesn’t pay would be to let the government…
IS THE OIL CORRECTION OVER?
Click here to view as PDF. “He who lives by the crystal ball will eat shattered glass.” -Hedge-fund titan, Ray…