Supporting the dollar-debasement narrative is the claim that money supply growth is out of control....
There are currently no future events scheduled. Please check back soon!
A Weak Yen, The BOJ, And The Carry Trade
Bank of Japan (BOJ) officials are increasingly discussing the weak yen as a source of inflation....
Luxury Slump Bankrupts Saks Fifth Avenue
“With the debt payment looming, time ran out.” That succinct summary ended a Wall...
Transportation Stocks Are At Odds With Truck Sales
Yesterdayโs Commentary noted the recent strength in transportation stocks. For example, the...
DOJ Investigates Powell: Implications For Fed Policy?
Over the weekend, Jerome Powell revealed that the Department of Justice (DOJ) has opened a criminal...
Fannie And Freddie To The Rescue
President Trump is using Fannie Mae and Freddie Mac to help make housing more affordable. According...
Stagnation Is Lulling The Fed To Sleep
The JOLTs data released on Wednesday paint a picture of labor market stagnation. The graph below...
Fed Challenges: Bill Dudley’s Take On 2026
Bill Dudley, a respected economist and President of the New York Fed during the Financial Crisis,...
Minerals, Russia, China & Iran: More On Venezuela
Yesterdayโs Commentary discussed the potential impact of regime change in Venezuela on the energy...
Venezuela Leads Energy Stocks Out Of The Gate In 2026
Venezuela holds 20% of the world’s proven oil reserves. Not only are they the largest, but as...