Liquidity, Business Cycles, and Deglobalization

Explaining the Weird Market: From Slow-Motion Business Cycles to Shifting Liquidity and the End of Global Synchronization

FOMC Preview, Is AI a Bubble, and Gold/Bitcoin Update

Bitcoin Update, PMI Cycles, and Stocks Hit ATH

Macro Is Becoming Clear, Market Decision Still Ahead

Signals in Oil, Gold, Dollar and Yields

The Case Against Quantum Computing

Spring-Loaded Q4

FOMC Preview, Is AI a Bubble, and Gold/Bitcoin Update

Bitcoin Update, PMI Cycles, and Stocks Hit ATH

Macro Is Becoming Clear, Market Decision Still Ahead

Signals in Oil, Gold, Dollar and Yields

Spring-Loaded Q4

Time For Action, What's Ahead For Bitcoin

Flash Update - Federal Reserve Preview

Demographic Collapse: Effects of Urbanization

The roots of the demographic decline, specifically urbanization, which has long been linked to reduced fertility rates. History, failed policies and schools of thought, and summary.

Discussing Reserves: Sources, Utility and Why QE Doesn't Work

Response to AIER's Salter on Inflation and Interest Rates

A Response from Team Transitory

Business Cycle: Is Limiting Credit the Best Route to Sanity?

Why a Bitcoin 6102 Won't Happen

Shale: An Earthquake in the Geopolitical Order