Mid-Week Reality Check – 4/22/20
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Mid-Week Reality Check – 4/15/20
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Inflationary and Insolvency Implosion of the Bond Market
April 13, 2020 We are all praying for the Wuhan virus to die. But there is something the virus can actually “cure” itself: deflation. I put the word cure in quotes because it’s not an actual issue in reality. Low inflation and disinflation are actually great...Mid-Week Reality Check – 4/8/20
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Mid-Week Reality Check – 4/1/20
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“V” Shaped Recovery Will Need Viagra
My clients have known for a long time that the nucleus of the next crisis will be in the over-leveraged corporate bond market. This notion was confirmed recently in an article from the WSJ: companies that borrow in the junk loan market are now in a far weaker...Mid-Week Reality Check – 3/25/20
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Debt be Damned
The U.S. National Debt is about to surge like never before, along with the rest of the entire planet’s gigantic pile of sovereign IOUs. America started with a $23.5 trillion debt before the Wuhan virus outbreak, with annual deficits running over a $1 trillion; and...Mid-Week Reality Check – 3/18/20
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Mid-Week Reality Check – 3/11/20
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