That last point is important. The Fed’s 2022-2023 rates hikes seemed aggressive mainly because they followed (belatedly) a ...
As the S&P 500 continues to set new record highs, the idea that markets will continue to go higher forever seems to gain ...
There’s a concerning undercurrent running through the US labor market. The unemployment rate has been steadily climbing. That ...
I experienced the Albuquerque International Ballon Fiesta on Sunday night and Monday morning. Oh sorry, excuse me, the Exxon ...
Phase 5 is what Ray calls “A Big Deleveraging.” At some point, debt becomes so excessive that even central banks can’t service their debts without devaluing the money itself. This is when debt ...
Under the direction of company COO Ed D’Agostino, a team of six research analysts based in the US and Asia thoroughly vet ...
Chris Reilly’s note: Last week, RiskHedge co-founder Dan Steinhart was in Italy celebrating his and his wife’s 40th birthdays. While markets bounced around back home, Dan was hiking along the cliffs ...
The US government just shut down. Again.
The US government just shut down. Again. Prepare to see endless headlines about mass firings. Shots of closed gates at national parks. And pundits talking about economic fallout. It will look messy.