A GOLDEN RULE FROM A GOLDEN FOOL / THE WALL STREET JOURNAL

A Golden Rule From a Golden Fool The yellow metal has been white hot this year. But those who rush to buy it could still end up in the red...

ALARM SIGNALS OF OUR AUTHORITARIAN AGE / THE FINANCIAL TIMES

Alarm signals of our authoritarian age Martin Wolf reviews two important new books on Trump, strongmen leaders and the most disturbing po...

FINANCIAL SYSTEM -- A HUBRISTIC SWINDLE / MATTERNHORN ASSET MANAGEMENT

FINANCIAL SYSTEM – A HUBRISTIC SWINDLE by Egon von Greyerz Zeus punished the hubristic King Sisyphus to roll a huge boulder up a ver...

THE FUTURE OF CORONAVIRUS: A MODEST PROPOSAL / GEOPOLITICAL FUTURES

The Future of Coronavirus: A Modest Proposal George Friedman’s thoughts in and around geopolitics. By: George Friedman When the coron...

THE OPEN SECRET TO REOPENING THE ECONOMY / PROJECT SYNDICATE

The Open Secret to Reopening the Economy Having reopened prematurely from the initial COVID-19 lockdowns, areas that now have surging infe...

NEGATIVE INTEREST RATES CANNOT SAVE INDEBTED ECONOMIES / THE FINANCIAL TIMES OP EDITORIAL

Negative interest rates cannot save indebted economies Setting the price of money below zero creates more problems than it purports to sol...

REVISITING OUR SILVER AND GOLD PREDICTIONS -- GET READY FOR HIGHER PRICES / THETECNICALTRADERS.COM

REVISITING OUR SILVER AND GOLD PREDICTIONS – GET READY FOR HIGHER PRICES Chris Vermeullen If you have been following our research into G...

THE EU´S E750BN COVID-19 PLAN IS HISTORIC -- BUT NOT QUITE HAMILTONIAN / THE ECONOMIST

Europe’s big fiscal deal The EU’s €750bn covid-19 plan is historic—but not quite Hamiltonian After a marathon negotiation, EU leaders ag...

FEARS MOUNT OF A FRESH LATIN AMERICAN DEBT CRISIS / THE FINANCIAL TIMES

Fears mount of a fresh Latin American debt crisis Region’s weak economies appear ill-equipped to cope with a rapid rise in borrowing Mic...

HSBC PROFITS PLUNGE 96% AS LOAN-LOSS PROVISIONS JUMP ON CORONAVIRUS / THE FINANCIAL TIMES

HSBC profits plunge 96% as loan-loss provisions jump on coronavirus Europe’s largest bank warns of impact of US-China friction as crisis h...

IS A CHINA-U.S. "RIVALRY PARTNERSHIP" POSSIBLE? / PROJECT SYNDICATE

Is a China-US “Rivalry Partnership” Possible? One must hope that China and the United States will eventually arrive at an understanding th...

OH. MY. GOD. / THE REFORMED BROKER

Oh. My. God. by Joshua M Brown   Updating all my macro models to incorporate a “get long housing during pandemics” trade so that I c...