Commentary The economy is faltering, and markets are becoming chaotic. In spite of this, the mainstream financial media is busy convincing investors that the bull market is solidly intact. The 10-2 Treasury yield curve inverted on Tuesday, March 29. This inversion occurred for the first time since September 2019. Meanwhile, the 30–5-year Treasury yield spread…
Perma-Bulloney
April 21, 2022
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Business & EconomyBusiness ColumnistseconomyFederal ReserveOpinionquantitative easingquantitative tighteningViewpoints
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Risk Non-Parity
Commentary “Risk management is the bedrock of our firm” is often a line you hear when managers or advisers talk about their strategy and approach to the markets. What you rarely hear is an in depth explanation of what that supposed bedrock is actually made up of. What is the actual process a manager goes…
Is There a Case for the Pre-1914 Gold Standard? Yes, If You Believe Inflation Is a Bad Thing
Commentary The Russian central bank recently announced that it will stop buying gold at a fixed rate and will instead buy it at the negotiated rate from banks. Following the numerous sanctions imposed on Russia, the ruble had fallen tremendously against the U.S. dollar, to get out of such a situation it had announced that it would buy gold…
What We Can Learn From Japan About the Real Economic Risks to the World
April 20, 2022
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AnalysisBusiness & EconomyBusiness Columnistseconomic policieseconomyinflationJapanOpinionViewpoints
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Commentary The economy is red-hot, at least according to most. After all, why else would the U.S. Federal Reserve publicly announce a near-historic rush to hike its benchmark rates? Consumer prices have been painfully rampaging for a year, and the stated purpose of hiking is to cool everything down in order to regain control over…
America’s Sticky Inflation
Commentary Inflation has become the number one economic issue of the day and will weigh heavily in the coming midterm elections. All available polls show both the extent of voter concern and that they hold the White House and congressional leadership responsible. Neither the inflation nor voter attitudes will likely change by November, for today’s…
We Followed the Directives of the Central Committee of the Communist Party of China
Commentary The horrific scenes in Shanghai in the last few weeks, as residents face starvation because of the way China’s Zero-COVID policy is being enforced, reminded me of my first trip to China over forty years ago, when I ran a conference between Australian and Chinese journalists in November 1981. Figure 1: A photo of…
China is Nearly Done Building a Taiwan Invasion Fleet
April 20, 2022
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assault on TaiwanBusiness & EconomyBusiness ColumnistsCCP NavyChina’s People’s Liberation Army (PLA)OpinionViewpoints
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Commentary The Treaty of Versaille that ended World War I prohibited Germany from creating an air force. So, before plunging the world into the cataclysm of World War II, Adolph Hitler engaged in a massive, clandestine, determined, effort to build Germany’s air force, the Luftwaffe, under the guise of building out Germany’s civil airline, Lufthansa. By…
Markets Are Crashing and Burning; Were NFT Bears Right?
Commentary For many doomsayers, this is their “I told you so” moment. After months of seemingly impossible gains, the markets are finally adjusting to reality. As financial markets generally have gotten whacked in the new year, crypto has had an especially rough time. Since the start of the year, both Bitcoin and Ethereum are down….
China’s Alibaba Tightens Grip on Southeast Asia
April 19, 2022
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2C2PAlibabaAlipayAnt GroupBusiness & EconomyBusiness ColumnistsChinaChina Business & EconomyOpinionThinking About China
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News Analysis China’s biggest e-commerce provider, Alibaba Group, is extending its digital payments—and information gathering—into southeast Asia. With a planned majority ownership of the 2C2P payments network, Alibaba’s Ant Group will increase its global payments reach, particularly in Singapore, Thailand, and Malaysia. That’s a threat to America, because China’s financial services expansion in southeast Asia…
Musk’s Vision, Skills Could Add Enormous Value to a Twitter 2.0
April 19, 2022
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Business & EconomyBusiness ColumnistsCompaniesElon MuskMedia & Big TechOpinionTwittervalue-addedViewpoints
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Commentary Elon Musk’s attempted takeover of Twitter has generated mountains of news and comment since his 13D filing with the SEC announced his ownership of 9.2 percent of the common stock on April 4th. (Subsequent filings reduced that amount to 9.1 percent) The partisan boundaries have been clearly drawn, with those on the right applauding…
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