Powell says Fed has made ‘quite a bit of progress’ on inflation but needs more confidence before cutting July 2, 2024 10:23 pm
The equity risk premium between the S&P 500 and 6-month T-bill has inverted, meaning stocks are quite expensive vs risk-free returns October 26, 2023 11:18 am
Fiscal easing precedes monetary stimulus, the snowball is beginning to build and the slope is quite steep August 28, 2023 4:11 pm
Trump gets indicted whenever there is negative news about the Bidens. August 2, 2023 9:58 amAugust 2, 2023 9:27 am
Gold, quite simply, is separating from real rates and acting more and more on its own, as the fear trade gets easier and easier to see, and gold gets easier and easier to Trust June 22, 2023 12:15 pm
