Blog Archive
The Real Inflation Wave Is Still Coming
Recent CPI figures show the direct hit from energy prices. The real economic test is the second wave of indirect costs now hitting corporate margins.
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The Bond Market Ignores Obvious Risk
With the US government issuing massive debt and the Fed comfortable with 3%+ inflation, current Treasury yields don’t compensate investors for the coming risks.
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Inflation’s Real Story Is Buried
Official inflation metrics are misleading. A look at market-based data reveals that price pressures are re-accelerating, fueled by stimulus and masked by flawed housing data.
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The Great European Housing Divergence
Analysis of 19 European housing markets reveals a deep split. While some nations see bubble-like growth, economic engines like Germany are in a correction.
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The Dollar Empire Is Unwinding
The US dollar’s global dominance is not guaranteed. Examining historical precedents reveals the structural weaknesses and financial risks threatening its reign.
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The Used Car Price Spike Is Back
Wholesale used vehicle prices are surging, mirroring the 2020 pattern that preceded broad inflation. This isn’t organic growth; it’s a warning sign.
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AI is a Geopolitical Tollbooth
The AI boom isn’t a tech bubble; it’s the creation of a new global infrastructure. The astronomical valuations reflect the future price of access for entire nations.
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Stop Watching The Wrong AI Race
The global AI race isn’t about inventing models. It’s about industrial application and diffusion. The real economic winners are not the tech giants you think.
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