Sometimes there are very clear advantages to being in an all-cash position and avoiding the risks in the US/Global markets. For example, you should consider cash as a position when the markets begin to execute a broad market consolidation...
I’m not saying nothing else can do the job before inflation fully gets here, just that the kind of inflation I’ve been writing about certainly will do it if nothing else does. That’s what terrifies the market and for...
On Tuesday I was live on The Ochelli Effect. "Chuck and Mike talked about the panic-buying of gasoline at the pumps in many states. What do we know about other times when distribution was disrupted? Is Elon Musk...
On this edition of Parallax Views, what does President Joe Biden's decision to withdrawal troops from Afghanistan mean in the context of America's history with war and foreign intervention? Joining us to discuss this and the history of U.S....
While I strongly expect that we will see higher than expected inflation during the approaching cycle, we are still in the early stage of recovery. Inflation expectations have, so far, not lifted to a level that we would...
In order to understand the effects of inflation it is helpful to understand that inflation is not a general rise in prices as such, but an increase in the supply of money which then sets in motion a general...
