THE DANGER OF EXCESIVE DISTRACTION / THE ECONOMIST

The danger of excessive distraction Central banks are under attack for failing to stop inflation. That partly reflects being given too many ...

THE GEOPOLITICS OF RUSSIA / GEOPOLITICAL FUTURES

THE GEOPOLITICS OF RUSSIA Russian President Vladimir Putin described the Soviet Union’s collapse in 1991 as “the greatest political catastro...

NOWHERE TO HIDE / THE DAILY RECKONING

Nowhere to Hide Jim Rickards Investors don’t need to be told about the recent stock market crashes.  The Dow Jones index is down 12.5% since...

THE BIGGEST WEALTH TRANSFER IN HISTORY - AS THE BULL DIES / MATTERHORN ASSET MANAGEMENT

THE BIGGEST WEALTH TRANSFER IN HISTORY – AS THE BULL DIES By Egon von Greyerz I wrote the article with the above title in February 2019.  Th...

CENTRAL BANKERS SHOULD THINK TWICE BEFORE PRESSING THE BRAKE EVEN HARDER / THE FINANCIAL TIMES OP EDITORIAL

Central bankers should think twice before pressing the brake even harder The war against Ukraine has brought a new negative supply shock on ...