What is unfolding in the UK bond market right now is not about inflation alone, and it is not simply about interest rates. This is the type of move that signals a shift in confidence, and once that begins, it feeds directly into liquidity conditions across the entire financial system. […]
Gasoline prices are quickly approaching the “politically sensitive” $4 per gallon mark. Analysts claim that at this price, consumers make the conscious decision to drive less. This month’s surge in retail fuel prices (gasoline and diesel) marks the largest increase on record, with gasoline only 4 cents below the precarious […]
The Fiscal Math No One Puts on the Same Page California politics is saturated with a familiar accusation: undocumented immigrants are draining the state. They are blamed for budget deficits, overcrowded systems, and fiscal instability. The claim is repeated so often that it feels self‑evident. But public finance is not […]
The advantage of having offices around the world is that this also provides us with boots on the ground for first-hand accounts. We are getting from our Thailand office that there is “no gasoline here. Up North lineups for diesel. I tried to fill up a bike, no gasoline available. […]
I wrote this white paper to lay bare the myths surrounding the war in Iran and to expose the master plan to restructure global trade routes in order to dominate world trade. This is a tectonic shift in the geopolitical structure of the world. Further, this is the master plan […]
A worst-case scenario could be just weeks away. Traffic through the Strait of Hormuz has been essentially paralyzed by the war with Iran, and there is a lot of speculation that the Houthis could soon bring commercial traffic through the Red Sea to a screeching halt. If such a scenario […]
For decades the media has repeated the same number like it’s gospel: The national debt number! Today’s headline: “The national debt is about $39 trillion.” But is it really? Or are they all hiding the fact that this is all one giant fuckling ponzi scheme? The Truth is: That’s the number on the […]
Prior to the war with Iran, the world had more than enough oil and gas, and as a result it was very inexpensive. Now we have transitioned into a time when that is no longer true at all. Both sides in this war are now specifically targeting oil and gas […]
International Man: The war with Iran is dominating the headlines, but what most people aren’t considering is the economics of warfare and what it means in the bigger picture. When a $35,000 Iranian drone can force the US or Israel to fire interceptors costing millions, what does that say about the […]
Canada’s housing market has become one of the most expensive in the developed world, and the affordability crisis continues to worsen despite rising interest rates. Mortgage payments as a share of household income are now near record levels, leaving many first-time buyers completely priced out of the market while existing homeowners […]