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Powell Was Wrong and We All Lose
The end of QT and the "no landing" scenario have arrived
Oct 27
•
FX Hedge
27
2
6
June Jobs Report Was a Home Run
A good report with "great internals"
Jul 24
•
FX Hedge
18
2
1
In the End, It'll Be Inflation
Why "all roads lead to inflation" and how to protect yourself
Jul 23
•
FX Hedge
16
4
3
How to Thaw America's Frozen Housing Market
Politicians won't like the answer
Jun 23
•
FX Hedge
17
3
1
Elon's DOGE Rocket Will Keep Flying
Musk’s leadership at DOGE exposed major federal budget abuses despite bureaucratic roadblocks
Jun 5
•
FX Hedge
21
2
2
Latest
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Another Sin of Omission
Biden Administration Hid Millions of Defaulted Student Loans
Jun 3
•
FX Hedge
22
2
5
Higher Inflation or Higher Interest Rates?
A key component of the financial system's plumbing is sending a warning
May 31
•
FX Hedge
19
1
2
Game of Cards, or House of Thrones?
The (ugly) inside scoop on the White House craziness
May 2
•
FX Hedge
19
1
3
Jobs, Jobs, Everywhere, But No One's Working
Labor market strength was always a fabrication
Mar 23
•
FX Hedge
31
6
The Fed Is Abusing Its Own Made-Up Accounting Rules
How Powell & Co. are preventing a run on the Standing Repo Facility, adding liquidity, and reaccelerating inflation
Mar 10
•
FX Hedge
28
8
Who's Whispering in Trump's Ear on Debt Ceiling
Why Bessent is pushing for canning the debt limit, at least for now
Dec 27, 2024
•
FX Hedge
19
5
2
The Economy of Salvation
What does "Redeemer" mean?
Dec 25, 2024
•
FX Hedge
34
3
3
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