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Day: December 7, 2022

‘Capitulation Events’ And ‘Nightmare Scenarios’

December 7, 2022December 8, 2022

The rates-driven, valuation compression stage of the bear market may be mostly behind us assuming

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5 Comments on ‘Capitulation Events’ And ‘Nightmare Scenarios’

Press Pause

December 7, 2022December 8, 2022

Rate hikes from developed market central banks continued on Wednesday. Admittedly, we might’ve passed the

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Leave a Comment on Press Pause

Goodbye ‘COVID Zero’

December 7, 2022December 13, 2022

China eased COVID restrictions on Wednesday. Again. Amid a rapid rollback of testing requirements across

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1 Comment on Goodbye ‘COVID Zero’

Warnock, Walker And A Nation Adrift

December 7, 2022December 13, 2022

“There’s no excuses in life,” Herschel Walker said late Tuesday, his penchant for poor grammar

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16 Comments on Warnock, Walker And A Nation Adrift

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Recession 'Here In A Few Months'
    Recession 'Here In A Few Months'
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job

Recent Comments

  • derek on Layoffs Won’t Solve This Inflation Problem
  • John Banjo on Recession ‘Here In A Few Months’
  • T-Dog on Layoffs Won’t Solve This Inflation Problem
  • ChgoDave on Unbothered By Bank Runs?
  • Wave Dash on America’s Housing Bubble Flies South For The Spring

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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