Category: Economy
The Turkish Meltdown Unpacked
As you’ve probably read in the papers, Turkey is in full-on meltdown. Many headlines point to a common conclusion — fear the global contagion from this event.
How Turkey Derails the Financial World
Donald Trump has just declared a trade war on Turkey. Is this the beginning of a financial contagion that will lead to a terrible outcome?
Unusual Activity Sighted in Chinese Money Printing Presses
When Chinese printing presses received the order to start printing cash at maximum capacity, it was highly unusual. But it wasn’t yuan that they were printing.
Are Interest Rates Evil?
What do strongman leaders like Recep Erdoğan and Donald Trump have in common? Well, they love low interest rates. But how low is too low?
The Return of Political Risk
Just how much is political risk priced into stock markets right now? It’s an impossible question to answer. Things are about to get very interesting.
Red Alarm at the Reserve Bank
Last week, Reserve Bank Governor, Adrian Orr, announced that the OCR would remain at 1.75%…as expected. You can interpret that to mean — they’re worried.
‘Good News’ From Venezuela…
Inflation and debt have crippled Venezuela’s economy. Is President Trump making the mistake of assuming that the same can’t happen to America?
Meet the Typist-3000
Do you think that robots threaten your future? You’re not alone. According to Pew Research, over 70% of Americans share your view.
How to Buy a Million Gallons of Gas for a Dollar
Looking to buy 925,000 gallons of gasoline for a single US dollar? Here’s the secret behind this trick: inflation and price controls.
P2P Panic Sparks Stampede of Shadow-Lenders
Over the past month, the peer-to-peer (P2P) lending industry in China has collapsed. It’s left tens of thousands of investors penniless.
Trump’s ‘Genius Hypothesis’ Revealed
You can always count on Trump to put a fresh spin on things. His new economic theory is a winner — let’s make more money by going further into debt.
You Can’t Make Money from What’s ‘Obvious’
Will the bull market continue? Will this turn out to be the longest (and most improbable) bull market in history? Who knows…so let’s get the popcorn out.
Life of a Perma-Bear
The life of a perma-bear is tough…You err on the side of caution. You correctly call the red flags. You build your ark.…And the sun just keeps on shining.
How ‘Devilish Theories’ Return to America
There is some $115 trillion in excess debt in the world — above and beyond what can be comfortably supported by the real economy. What’s the risk of this?