Populism, State Capacity, and Why It Pays to Play by the Rules
Populism is on the rise around the world but the forms it takes can vary widely.
EJ Antoni: Newly Released Data From The Commerce Department Shows The Nation Is In Recession
Dr. Antoni has declared us in recession, as of several weeks ago. He might end up being right. As of yesterday, nowcasts are rising, the Lewis-Mertens-Stock Weekly Economic Index is running at 2.37%.
The Rise of the AI Dark Web: Unfiltered Generative AI Threats
Not all companies focus on responsible AI development. A darker side has emerged on underground networks.
21 Million Renter Households Spent Over 30% of their Income on Housing Costs
Nearly half of all renter households are distressed. I am not surprised.
American Express Stock Has Upside, But A Pullback Can’t Be Ruled Out
The company has benefited from the high interest rates.
You Party, I Party, Chart Party
The evidence is overwhelming that Fed-driven returns have been a significant factor in the market since at least 1993 when the central bank quietly started its 2% Inflation Target.
Britain’s Energy Transition
As Britain's energy infrastructure undergoes a transition, we have three have funds that seek to profit from this environment.
Fed Rate Cut Sets Stage for More Inflation
In this video, Jay Hatfield, the CEO of Infrastructure Capital Advisors, and I discuss the market and economy.
The Coming US Election And What It Means For America’s Fiscal Future
A a stealthy VAT could generate $3-4 trillion of incremental revenue over a decade, without getting into the mischievous and counter-productive business of raising income, payroll or corporate taxes.
Weekly Commentary: Fed Goes Big
The Fed aggressively loosened monetary policy with financial conditions already exceptionally loose, following a “tightening” cycle where financial conditions remained loose throughout
The Fed's Himalayas
The Fed began manipulating stock prices about thirty years ago. Since then, each of the households in the top 1% has gained about $32 million in wealth. Down below, the wealth gain has been negligible.
Fed Funds Rate and Inflation. Part 1
How does CPI inflation vary as the Fed Funds rate changes? That is the next question in our investigation of possible cause-and-effect relationships for changes in inflation.
Book Review: On The Edge, by Nate Silver
Silver’s thesis is that there is a particularly successful and newly salient group of people from a variety of walks of life who share a common epistemology in regards to risk.
Key Levels To Watch In Gold This Coming Week
A look at the current gold and crypto markets, after a volatile week for gold futures.
Dow Jones US30 Analysis And Forecast For The Week Ahead
What is the support and resistance on the daily time frame for US30? What to expect where the price will breakout for the US30 based on the supply and demand zones? Watch to find out.
Bi-Weekly Market Update
The Fed cut its policy rate by 50 basis points. The last three times they cut by this much marked the beginning of major recessions and stock market loss cycles.
Gold And Silver Surge
As precious metals experience a significant rally, investors are keen to understand the driving forces behind this surge and its potential longevity.
Over 150,000 ETH Moved To Exchanges In The Last 24 Hours: What’s Next For Ethereum?
As ETH shakes off weakness, breaking above the local resistance– now support– at around $2,400, confidence is high.
‘The Third Delusional Epoch Of The Tech Industry’
The narrative surrounding generative AI has shifted dramatically.
Climate Vs Incomes
If a single chart can illustrate the challenges in reducing emissions, it’s this scatterplot showing per capita energy use and GDP. Raising living standards requires more energy. The relationship between these two variables is hard to break.