Blog
Blog
What Are Dr. Michael Burry’s Thoughts About Market Values?
Executive Summary This newsletter highlights sections of Dr. Burry’s (famed investor of the movie The Big Short) paper titled: “Foundations: U.S. Market [...]
What is the Impact of Higher Mortgage Rates?
Executive Summary While last week the Fed decided not to change the Fed Funds Rate (the only one they control), long-term rates [...]
Is the Stock Market Rolling Over?
Executive Summary The shock to the oil market created by the war with Iran is increasing fear in the markets. However, some [...]
Will Oil Prices Spark Inflation?
Executive Summary Prior to the war with Iran, oil prices hovered around $60 per barrel. Upon attacks on Iran’s oil facilities and [...]
What is Currency Debasement? (Part 5 – Conclusion)
Executive Summary In this conclusion of the series on Currency Debasement (Part 5), I will cover what it would take to have [...]
What is Currency Debasement? (Part 4 – Foreign Exchange)
Executive Summary This week (Part 4) will focus on the risk of U.S. dollar debasement from external, foreign-exchange forces rather than domestic [...]
What is Currency Debasement? (Part 3 – Debt)
Executive Summary In this Part 3 missive on currency debasement, I will focus on the U.S. debt picture and what is necessary [...]
What is Currency Debasement? (Part 2)
Executive Summary Last week I introduced the concept of currency debasement, or the loss of purchasing power of the dollar. I stated [...]
What is Currency Debasement?
Executive Summary Debasement of the U.S. dollar refers to the loss of its purchasing power, which appears in two basic forms: loss [...]