Many people yearn for a simpler life. Ironically, that’s the one thing we’re almost guaranteed not to get. Technology keeps shifting the ground beneath us, mostly for the better, but also creates complications for businesses and individuals. The rules, especially from the government, seem to keep shifting, too. Everything around us just gets more and more complicated, including the economy and markets.
Read moreIf you listen to the media—both MSM and social media—it seems like everyone in the world wants lower interest rates.
Read moreWe like to say markets don’t lie. That may be so, but they can certainly send mixed signals.
Read moreHappy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different.
Read more
The Debt Supercycle theory traces the increasing transfer of private debt to government balance sheets, highlighting its implications, the unique constraints of government debt management, and potential future scenarios—including the limits of government borrowing, the role of bond vigilantes, and the risk of a major fiscal crisis if current trends continue.
Get this free report delivered to your inbox when you fill out the form below.
