They political and financial media hypesters are at it again in a desperate attempt to keep the stock market and more importantly the bond market […]
Tag: CHINA
Breaking Bad Enters the Trade War Conversation
There will be a cadre of bulls who insist that this author is insane. For the record, I am not a permanent bear as it […]
The Absurdity of US Trade War Strategy in One Story
The listeners to the MacroEdge Radio show via X-Spaces might come to the conclusion that this author is pro-globalism and anti-tariffs. That is the furthest […]
Get in My Belly of The Curve
Fat Bastard knew. Bond traders knew. The Asian traders thought they knew. European traders are still saying what the f***. Ignoring the so-called “tariff” relief […]
Bad News America: Leave it to Beaver is Dead
God Bless President Trump, some elderly people I know, and those who think we can return to America’s yesteryear. I grew up as a teenager […]
Of Reshoring, Kuznets, and Reality
The Trump administration has spent the last month preaching and pushing the super duper great reality of various nations and companies promising to relocate and […]
JohnGaltFLA’s 2025 Drunken Predictions
Now that we’ve digested and expelled the hellish year of 2024, one has to ask just how much more fun can we have in 2025? […]
Have a Fun Weekend
Yet we keep testing the tolerance limits…. The part they do not tell you: It is survivable unless you are in the blast zone. Have […]
A Week of Market Instability Begins Tomorrow
There are periods where one can recall certain periods in market history and understand why events overwhelmed the economic group think. This past Thursday one […]
Dr. Copper Screams Banana
The history of American economics is replete with grand stories of gratuitous bad calls and then those economists who made great calls but were silenced […]
08.04.24 9:15 PM ET- Bitcoin Crashing Hard
This was an eventuality, but now things are getting serious: As I speculated online earlier the Japanese banks are in trouble so one has to […]
China’s Golden Warning Shot
There are those who dismiss the Chinese economy as a paper tiger, much like most of America’s military might. Then there is reality. Today, the […]
Another Myth Promoted by US Financial Media: ASML and TSMC Disabling their Taiwan Factories is Irrelevant
The news today was as usual the propaganda one would expect from America’s financial media. It is written by unicorn seeking individuals who think that […]
Is May 9, 2024 One of the Most Dangerous Days in History?
Tomorrow is Thursday, May 9, 2024 and perhaps it will be one of the darkest days in world history. Call it a gut feeling, maybe […]
A Weaker Yen Plus a Stronger Dollar Equals More Inflation for Longer
For some strange reason, I do not think this is what Jay Powell had in mind with “higher for longer” or whatever nonsense he’s been […]