man walking near brown and gray concrete building during daytime

Where was the recession in 2023/2024?

For a long time financial analysts have been predicting a recession in the U.S. which has seemed to fail to emerge during 2023 and the start of 2024. This fear was due to many indicators, whether the yield curve inverting, leading economic indicators like the ISM, or simply the rapid increase in interest rates on…Read More

architectural photograph of lighted city sky

China’s Financial Crisis Is Not Over

With the wars in Ukraine and Gaza, and attacks on shipping from Houthi rebels garnering the majority of the mainstream press coverage, China’s real estate and debt crisis are possibly not getting the attention it deserves. The recent bankruptcy of Evergrande is evidence of this, and whether overseas creditors get any compensation could further exacerbate…Read More


What is the future of energy prices?

A recent theme in the markets has been that of inflation and increasing energy prices. This has been due to several confluencing factors: However, in a recent talk on Thoughtful Money, Doomberg laid out the argument that there is abundant oil still remaining, and technology has allowed the use of Natural Gas Liquids (not to…Read More