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

A few news organizations recently reported on a short video that an influencer posted about the brewing housing crisis in Australia. It situation has been mirrored in many other developed nations like the UK, Canada, and New Zealand. Even the United States in major metropolitan areas, though the abundance of land, natural resources, and fixed-rate…Read More

Brent Johnson was recently interviewed by Longview Economics about his position on the USD, and why the doom and gloom surrounding the USD may be overstated: The host brought up Charles Kindleberger’s seven conditions for losing reserve currency status, and it does seem that there are a lot fewer than he purports: 1. Over Indebtedness…Read More

Ray Dalio recently published a shorter, 5-minute version of his “Changing World Order” talk on YouTube. While there is a great deal of truth and historical analysis in his work, he does seem to have a bias towards being positive of China’s future and negative of the United States. He also conveniently ignores the exceptions,…Read More

I started a talk from Jeff Booth on AI, I couldn’t keep watching, there were too many demonstrably false assumptions and things that are philosophically untrue for me to keep watching what he was saying. Here are a few based on the following video:

There are many arguments for and against a fiat standard vs a gold standard. The necessity of monetary expansion to support the large post-war baby-boomer generation is a strong argument in favor of the former. Though, others argue that we might not have had a great depression and WWII if we had not strayed from…Read More

Experts and investors as renowned as Ray Dalio have talked about the rise of China and its inevitable overtaking of the US in terms of GDP, power and as the world’s reserve currency. For some time this view had been the accepted consensus, however recently this has started to shift and it’s looking likely that…Read More

While the above chart shows they’re not completely correlated, you can see that the larger moves in USDMXN spike along with the VIX, and then slowly bleed down as volatility dissipates. This is in contrast to other currency pairs which might trend for longer based on medium-term macroeconomic fundamentals. It could arguably be called a…Read More

With the post-Covid price shocks, we may be starting to see that secular disinflation has started to turn and entering at least a cyclical inflationary period and maybe a secular one. One of the more prominent macro analysts to change their view, Russel Napier, thinks that the result of inflation with a larger debt load…Read More