Category Archives: Uncategorized

Global Recovery  Inflation Forecasts PPI Thanksgiving Dinner Inflation Running + 20% Retail Sales Auto Sales Bouncing Back  Wage Price Spiral Rich Chinese Buying Singapore Condos Emerging Market Default Probabilities EM Defaults Treasury Market Liquidity Public Debt Trajectory Walmart Reports Household … Continue reading →

If you are not watching this space, you won’t know what hits you when it hits you.  Central banks, both the Fed and foreign, have morphed from the largest buyers of Treasury notes and bonds over the past two decades … Continue reading →

Here is a reminder never to underestimate human ingenuity.  The major reason why thinking linearly (straight-line extrapolating the past into the future) can get you into trouble and wreak havoc on your forecasts and prediction. h/t:  Jerri and  ZeroHedge

It’s disheartening to see two of sports’ GOATs caught up in the crypto implosion.  Can’t say they weren’t warned.   Tom Brady going to ruin his reputation by promoting crypto. Then, again, he promoted Trump in ‘16 and called an audible … Continue reading →

COTD = Chart of the Day Nice chart with some ugly data from Statista.  We have added the following table for some context of scale.