Economic News
China Takes Over Hong Kong: Will It Overtake America?
“Hong Kong’s ties to Beijing are increasingly forged in steel, and its ties to English common law, freedom...
Of Masks and Men
Of Masks and Men A Curious Conversation in Three Parts Steinbeck on Sadness *********************************************************** Of Masks and Men...
Bond Vigilantes Intend to Test the Fed’s Resolve
The most important data point for stock market investors now is the yield on the 10-year Treasury Note....
Are You Bullish or Bearish on America and Wall Street?
“Never bet against America.” -- Warren Buffett, 2021 Annual Shareholder Report “I’m not a bull, I’m not a bear;...
Bitcoin — Digital Fools Gold?
“All that glitters isn’t gold, but the really good stuff is.” -- Chip Wood More and more institutional investors...
Targeting High-Yield Assets With Inflation on the Rise
Recent data show real GDP growth and core inflation are rising at a faster pace than previously forecast....
Statistics Reveal Just How Wild the Robinhood Rampage Got
Three weeks into February, many investors are still wincing at the wild market conditions that erupted last month...
Why Bitcoin is the New Digital Gold — and Headed Much Higher
"I believe there is no better hedge against inflation than Bitcoin.” -- Cathie Wood, CEO, Ark Innovation Fund ...
An Epic Short Squeeze: ‘Occupy Wall Street’ Is Back; But Their Victory May Be Short Lived.
“Never short a trend.” -- Michael Sheimo (# 10 in my “List of 15 Nevers”, p. 218, “Maxims of...
Revisiting Modern Monetary Theory
This week, I present to you a guest editorial by my friend and macro-analyst extraordinaire, Tom Essaye of Sevens...