Independent thinking for complex markets and current events
The illusion held longer than it should have. For over a decade, Wall Street danced on the scaffolding of cheap money, blind optimism, and the promise that the Fed could paper over any disaster. That scaffolding just gave out. Markets aren’t reacting. They’re breaking. What we’re seeing now isn’t panic selling. It’s the slow, steady …
From Peter Reagan for Birch Gold Group Every time the rate of inflation has been released each month over the last few months, the Biden Administration and some media outlets appear to claim economic victory. Here are just a few examples of many: The Washington Post published a headline: “Inflation Eased in October 2023” The Wall Street Journal couldn’t help but claim that inflation easing meant “the …
The US birth rate has fallen by somewhere between 14% and 20% since 2012, depending on the estimate per Bloomberg. Today, about 35% of women ages 25-44 have never given birth, almost double the number in 1976. — unusual_whales (@unusual_whales) February 14, 2024 Both my granddads owned homes, had no degree and had multiple children …
Anybody surprised that „GDP growth“ based on debt fueled construction of ghost cities, idle airports and vacant skyscrapers doesn’t translate into corporate profits? — Michael A. Arouet (@MichaelAArouet) January 1, 2024 The End Phase of High Levels of Chinese Growth. In the 1980s until about 2000, China led the world in Total Factor Productivity (TFP) …