Mid-Week Reality Check – 10/13/21
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The Demand Shock of 2022
October 11, 2021 Investors are growing cautious as we approach the fourth quarter, and their trepidation is justified. Here’s a brief summary of the situation: there is a potential global financial crisis stemming from the Chinese property market meltdown, supply...Mid-Week Reality Check – 10/6/21
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Mid-Week Reality Check – 9/29/21
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Mid-Week Reality Check – 9/22/21
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Mid-Week Reality Check – 9/15/21
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Mid-Week Reality Check – 9/8/21
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Mid-Week Reality Check – 9/1/21
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The Great Deflation of 2022
August 30, 2021 It is not very surprising to me that nearly every talking head on Wall Street is convinced inflation has now become entrenched as a permanent feature in the U.S. economy. This is because most mainstream economists have no clue what is the progenitor...Mid-Week Reality Check – 8/25/21
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