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Category Archives: Uncategorized
QOTD: Argentina-esque Inflation
QOTD: Quote of the Day Though not the norm in the U.S., this is the type of inflation I saw in Argentina in the late 1980s for almost all goods and services and is unlikely to be the convention here … Continue reading
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Treasury Market: Factor Update
We have updated the data we promised in our recent post of a repost, Where The Next Financial Crisis Begins. Our narrative for why the Treasury market is convulsing with a lack of liquidity is that the largest buyers of … Continue reading
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Where The Next Financial Crisis Begins
Our good friend, King David, just forwarded this Bloomberg headline to remind us of a post we made back in 2018, which we have reposted below. Maybe, or maybe not, but you should have the following analysis in your quiver, … Continue reading
The Great Reset: The Bond Yield-Dollar Feedback Loop
The Great Reset is upon us. All things as we have known and have become comfortably numb with, such as zero interest rates, negative real interest rates, quantitative easing (digital money printing), and Pax Americana, [and central bank dominance of the … Continue reading
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Putin’s Nuke Threat, Biden’s Decision Tree
That brings us to the other notable part of Putin’s call-up speech: the not-very-veiled nuclear threat. Would he really go that far? There are plenty of reasons to suggest that he wouldn’t. A tactical nuclear strike wouldn’t do much to advance his … Continue reading
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Global Macro Watch
What a historic week in all global markets!
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Friday CK Chart Fest
King Of Kings: The U.S. Dollar Capital Flight In EM Safe Haven Currencies Diverge Inflation In Japan, WTF? Pre-Election Italian Sovereign Spreads Blow Out Chinese Yuan Tanking Treasury Bond ETF (TLT) Suffers Worst Drawdown Logistics Loosening Up U.S. Age Discrimination … Continue reading
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