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Trump, Gridlock And What It Means For Investors In 2023

Gridlock is good for reducing inflation Download this PDF here. “Permanent high inflation is everywhere and always a fiscal phenomenon” – Thomas Sargent, Nobel Prize ...
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October Market Insights: Is The Fed Repeating The Mistake Of 1937?

Never Let a Good Crisis go to Waste Download this PDF here. “…you will ruin fifty thousand families, and that would be my sin! You ...
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September Market Insights: Waiting for Godot

Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while we have a ...
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August Market Insights: The Global Economy has its Hamlet Moment

Rebirth or a Financial Crisis Download this PDF here. “To be or not to be, that is the question. Whether ‘tis nobler in the mind ...
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July Market Insights: The Fed & Its Use of Economic Coercion

This is Not Coin-Flip Policymaking Download this article as a PDF. “Every theory is a self-fulfilling prophecy that orders experience into the framework it provides.” ...
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June Market Insights: The Fed, From Tragedy to Rebirth?

Just Follow the Path of the Credit Markets Download this article as a PDF. “Always make the audience suffer as much as possible.” — Alfred ...
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