Deflation

Something Is Going To Break

September 26, 2022 Reading Time: 3 minutes

I’m not trying to scare anybody but I have a premonition that something is about to break. The relentless move higher in the dollar and the ten year treasury yield is tightening global financial conditions on a daily basis. The…

Rethinking My S&P Price Target Under Civilizational Breakdown

March 31, 2020 Reading Time: 8 minutes

The more I think about, the more inclined I am to think that we are heading for Civilization Breakdown, due to the collapse of the dollar as a medium of exchange, like Germany in the early 1920s, as opposed to…