Macro Minute: More Signs of Recession, 5y5y Forward and Breakevens
How the 5Y5Y Forward and breakevens reveal transitory inflation and signal a looming recession through market inversions.
Blog
Macro Minute: Overproduction Does Not Bring Demand, China's Economic Illiteracy
Exposing the Economic Nonsense of Central Planning: How China's Overproduction and Misguided Policies Undermine Their Own Economy
Bitcoin Minute: False Assumptions About Gold vs Bitcoin
Exploring the misconceptions about gold's failure as money, the role of elasticity in economic systems, and why bitcoin may offer a solution to the pitfalls of centralized, credit-based monetary systems.
Bitcoin Minute: Rethinking the Bitcoin vs Gold Debate
Debunking Peter Schiff's anti-Bitcoin stance and exploring Jack Mallers’ defense, while addressing the overlooked economic context behind, "why now?"
Macro Minute: Bai Lan (Let It Rot) in China
Disillusionment and Decline: How the Bai Lan Movement is Helping Shape China's Demographic and Economic Future
Macro Minute: Recession Risks Rise as Yield Curves Un-Invert
Understanding the significance of the 10Y-2Y yield curve un-inverting while the 10Y-3M remains deeply inverted, and what this divergence means for predicting future economic downturns and investment strategies.
Macro Minute: Oil Prices Plunge as Supply Outpaces Demand
Exploring the evolving oil market dynamics: technological advancements, shifting demand, and the impact of U.S. shale production on global oil prices amidst an outdated economic framework.