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"I think shrinking the [Fed] balance sheet is the wrong objective." - Fed governor Barr. With inflation through the roof, inflation expectations sky high, and the economy excluding AI in a recession, the Fed is printing money. But it's not QE anymore - the new name is RMP. Last week, Fed governor Michael Barr gave a speech defending Fed money printing. Inflation, as measured by CPI, is already higher than the Fed funds rate. The Fed is cutting rates. But that's not enough. As

This article presents my renewed Bitcoin buy recommendation after a long gap, covering key drivers, market conditions, risks, and my positioning approach. Unlock the full analysis for details.

The outdated 60/40 portfolio fails in modern markets, as bonds no longer provide stability. A better approach is this Permanent Portfolio.

This post compares Trump’s policies to the 1920s, forecasting shifts in the global economic landscape.

My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy...

I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...