Heads on Pikes
What is the difference between an illegal insurrection — such as the one being investigated on Capitol Hill — and a glorious revolution, such as the one that began on this day 233 years ago?
Macroeconomics: Global Central Banks News & Highlights
What Our Algo Says about Today’s Market
Up, down, up, down. The ASX 200 has been a nightmare since the big low on 20 June for anyone trying to place a directional bet on the market.
Inflation Nation
The Fed has walked off the job. It’s no longer spiking the punch and inflating the economy. But the music is still playing; once underway, inflation can be hard to stop.
Look Out Below!
Autos, commodities, stocks, bonds — almost everything is going down. Real estate is so ‘local’, it’s harder to tell what is going on. But the likelihood is that it will go down with everything else.
Elephant Season
Having money in cash is a position. During a time like this, it’s a brilliant position because the value of that cash is going up as the value of stocks is going down.
Supply Chains Require Super-Linear Energy
All systems run on some form of energy. It can take the form of electrical energy from nuclear power plants, hydroelectric generators in dams, natural gas plants, coal-fired plants, or renewable sources such as wind and solar.
