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Category Archives: Uncategorized
The End Of Cheap Chinese Labor | PolyMatter
Excellent video on China’s demographic bomb. An outsized cerebral return on your 15-minute investment. Must view, folks.
Posted in Uncategorized
1 Comment
Nattie: One Fugly Widow Maker
Traders apply the term widow maker to financial investments that cause catastrophic losses or are risky enough to do so…Another famous example of a widow maker trade occurred in natural gas futures, which professional traders have long considered widow makers because … Continue reading
Posted in Uncategorized
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Interest Payments On Treasury Debt Up 29% y/y
Here is a follow-up on last week’s chart with some excellent granular detail. Interest payments on the national debt during the current fiscal year (October to February) are up 29 percent y/y, one of the fastest-growing expenditure components of the … Continue reading
Posted in Uncategorized
52 Comments
Time To Fear The American Street 2.0
Here’s a repost to keep on your radar, given the expected fireworks on Tuesday. Getting long water canons and the National Guard. The question is which side does the National Guard side with in the Red States? Will Biden have … Continue reading
Posted in Politics, Uncategorized
Tagged Politics, The American Street, The Arab Street
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Global Risk Monitor: Week In Review – March 17
Tough week, especially for European banks and equities.
Posted in Uncategorized
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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
