Bubbles & AntiBubbles
This is why today we are going to cover the two strongest narratives out there: China is doomed; AI is the new revolution and US tech will dominate...
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The Liquidity Conundrum
The Fed has been running QT for a while and yet there is still abundant liquidity in the financial system. Fed’s bond holdings are down $1.3...
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US Downgrade! Now What?
Are we back in 2011 or what? After the US debt ceiling drama earlier this year we just witnessed a rating agency downgrading the US exactly like in...
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The Real Deal
Our economic system is ultra-financialized and dependent on leverage. That’s why understanding the incentive scheme for both investors and...
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The Long Term Debt Cycle
Long-term, structural economic growth is mostly driven by two factors: demographics and productivity. Both peaked in the late 80s, and we chose to...
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