Economic Overviews

Many markets and financial instruments are now moving exponentially. Exponential moves up almost without exception finish with a move down of the same magnitude so this will end badly.

Explosive fires always end in everything burning down or imploding eventually and this is just what is going to happen in the next few years. A massive forest fire is not just totally inevitable but is also an absolute necessity.

With deficits growing wider each year, we believe there is a very high likelihood that the price of gold will rise in the next few years.

The measure of money in the system, known as M2, is skyrocketing with the Biden administration adding another $1.9 trillion into the economy. Should we worry about a hyperinflationary surge like we saw in the late 70s or, are the deflationary pressures on the economy still present?

Bank transactions with wayward hedge funds, including Archegos Capital, is merely the latest warning sign of such banking mismanagement and increased risk ahead.

The top 10% of the richest people in the United States held 69.8% of total U.S. net worth (which is the value of all assets a person holds minus all their liabilities) as of Q1 of 2021.

The U.S. economy is literally on perpetual life support. Recent events show too clearly that unless fiscal and monetary stimulus continues, the economy will fail and, by extension, the stock market...

Greed is a powerful motivator, but in the extreme it is cause for fear. Below we provide 10 reasons to be fearful.

The economy is a better indicator than stocks and bonds (house prices, too) of our financial health.

The output gap is a critical concept in economics that measures the real economy today relative to trend potential....and the biggest question in the economy today is how long will it take to close the gap.