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Monthly Archives: March 2023
The U.S. Budget Deficit Turning Up Again
After normalizing post-COVID, the U.S. budget deficit is starting to turn up again. The 12-month trailing deficit was $1.62 trillion at the end of February, or around 6.14 percent of GDP. Good luck bringing inflation down to 2 percent, given … Continue reading
Posted in Uncategorized
9 Comments
Seriously? Swissie a Safe Haven During a Banking Crisis?
We are reposting an oldie but goldie piece, given the market jitters over Credit-Suisse. We are baffled by the conventional wisdom that a bank run or crisis is deflationary. Yes, in the early 1930s, when the Fed and other central … Continue reading
Posted in Black Swan Watch, Currency, Sovereign Debt, Sovereign Risk
Tagged Bank Assets to GDP, European Banking Crisis, Swiss Franc
1 Comment
Letting The Chips Fall In America
Industrial policy is all the rage these daze.
Posted in Uncategorized
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Disgusting Chart(s) Of The Day
There will be retribution. Bank it. If he were thrown into the sea with a huge rock tied to his neck, he would be far better off than facing the punishment in store for those who harm these little children’s … Continue reading
Posted in Uncategorized
3 Comments
Swimming Downstream In The “Lithium Triangle”
The so-called lithium triangle Argentina, Chile, and Bolivia account for more than half of global lithium resources, and both Brazil and Argentina have auto-making experience. That could be the basis of a regional electro-mobility platform, she said. – Bloomberg There’s … Continue reading
Posted in Uncategorized
19 Comments
Corporate Slumlords: From Bailout To Bankruptcy
Geez, some of these firms got bailed out during the financial crisis, then turned around and bought up massive amounts of homes in bankruptcy, and now squeezing tenants for higher rents. No justice, no peace. Don’t look at the average … Continue reading
Posted in Uncategorized
2 Comments
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