Tag: bonds

September 21, 2023

Rising Defaults on Cars, Cards, and Corporate Debt: Consequences of Free Money?

The drastic increase in debt defaults show that rate hikes are starting to bite. The “free money” measures during COVID-19 seem to have delayed, not solved, the problem.

March 23, 2023

The Achilles’ Heel of Modern Banking

Your bank account balance does not represent the number of dollars stored in a vault somewhere. It represents how much money the bank owes you.

February 16, 2023

Gold Takes a Breather, Inflation Stays Hot

Gold falls slightly on dollar strength. Inflation continues to come down, but the data shows signs of an impending wage-price spiral.

February 9, 2023

Quantitative Easing in Disguise?

The Fed is headed for an annual operating loss for the first time in 108 years. They will soon be forced to print the money to cover their expenses. A conundrum, indeed!

November 9, 2022

Gold Rallies! Can it Last?

The Fed can fix monetary policy, but cannot fix deglobalization, public debt, or fiscal spending. They can’t fix the reasons we own gold.

October 6, 2022

Raise Rates ‘Til Something Breaks!

Rising interest rates reveal the consequences of exorbitant debt and leverage. When the free money disappears, what remains tends to flow into real assets.

March 30, 2022

Bond Market Bomb: Ready for a Recession?

The yield curve just inverted, a signal that has accurately predicted 10 out of the last 10 recessions. As investors exit the bond market, where will they go?

January 6, 2022

The Fed’s Balance Sheet: What you Need to Know

The Fed plans to reduce bond holdings and increase interest rates in 2022. History tells us gold is one of the strongest assets in this environment.

October 1, 2021

The Fed: stuck between an inflationary rock and a debt-ridden hard place

Tag: bonds

Rising Defaults on Cars, Cards, and Corporate Debt: Consequences of Free Money?

The drastic increase in debt defaults show that rate hikes are starting to bite. The “free money” measures during COVID-19 seem to have delayed, not solved, the problem.

The Achilles’ Heel of Modern Banking

Your bank account balance does not represent the number of dollars stored in a vault somewhere. It represents how much money the bank owes you.

Read more

Gold Takes a Breather, Inflation Stays Hot

Gold falls slightly on dollar strength. Inflation continues to come down, but the data shows signs of an impending wage-price spiral.

Read more

Quantitative Easing in Disguise?

The Fed is headed for an annual operating loss for the first time in 108 years. They will soon be forced to print the money to cover their expenses. A conundrum, indeed!

Read more

Gold Rallies! Can it Last?

The Fed can fix monetary policy, but cannot fix deglobalization, public debt, or fiscal spending. They can’t fix the reasons we own gold.

Read more

Raise Rates ‘Til Something Breaks!

Rising interest rates reveal the consequences of exorbitant debt and leverage. When the free money disappears, what remains tends to flow into real assets.

Read more

Bond Market Bomb: Ready for a Recession?

The yield curve just inverted, a signal that has accurately predicted 10 out of the last 10 recessions. As investors exit the bond market, where will they go?

The Fed’s Balance Sheet: What you Need to Know

The Fed plans to reduce bond holdings and increase interest rates in 2022. History tells us gold is one of the strongest assets in this environment.

The Fed: stuck between an inflationary rock and a debt-ridden hard place

The U.S. central bank tries to tame persistent inflation without sacrificing the rampaging and uniquely fragile stock market.

The drastic increase in debt defaults show that rate hikes are starting to bite. The “free money” measures during COVID-19 seem to have delayed, not solved, the problem.

Your bank account balance does not represent the number of dollars stored in a vault somewhere. It represents how much money the bank owes you.

Gold falls slightly on dollar strength. Inflation continues to come down, but the data shows signs of an impending wage-price spiral.

The Fed is headed for an annual operating loss for the first time in 108 years. They will soon be forced to print the money to cover their expenses. A conundrum, indeed!

The Fed can fix monetary policy, but cannot fix deglobalization, public debt, or fiscal spending. They can’t fix the reasons we own gold.

Rising interest rates reveal the consequences of exorbitant debt and leverage. When the free money disappears, what remains tends to flow into real assets.

The yield curve just inverted, a signal that has accurately predicted 10 out of the last 10 recessions. As investors exit the bond market, where will they go?

The Fed plans to reduce bond holdings and increase interest rates in 2022. History tells us gold is one of the strongest assets in this environment.

The U.S. central bank tries to tame persistent inflation without sacrificing the rampaging and uniquely fragile stock market.

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