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Michael Gayed: "Nothing Has Gone Wrong Until It Does"
Truly gigantic changes are afoot in the global financial system. Michael Gayed says "keep your eyes firmly on credit markets," especially credit spr…
1 month ago
How and Why Oil Could Explode Higher in Price (and Probably Will)
It seems that the oil markets will remain irrational right to the bitter end. Predictions: Eventual oil price chaos (higher, of course) and the 'su…
1 month ago
Will Things Devolve Far Enough to Trigger The Great Taking?
With the Strait of Hormuz still closed, possibly until Labor Day (Sept 7th) , and inflation picking up steam while the yen threatens to breach the 16…
1 month, 1 week ago
It’s Intentional, Which Means It’s All Going to Get Worse, Not Better
I'm always searching for the theory that makes all the data fit. I'm happy to accept and reject hypotheses along the way, but it's becoming pretty cl…
1 month, 1 week ago
Surviving the Inflationary Money Flood
The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary …
1 month, 1 week ago
The Math Isn’t Mathing: US Natural Gas Shortfalls by 2030
Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply a…
1 month, 3 weeks ago
The Commodity Bull Market Has Begun (But So Has Inflation)
The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring ba…
1 month, 3 weeks ago
The US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace
The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the pric…
1 month, 3 weeks ago
Negotiations Crumble as Gasoline and Diesel Prices Rise to a National Record
The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no e…
1 month, 4 weeks ago
The Damage Has Been Done, Is This What Comes Next?
There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position our…
2 months ago