seekingalpha.com
High debt levels have been a significant contributor to the fragility of global economies in response to the pandemic shutdown.
over 3 years ago
seekingalpha.com
I don’t know about the next 3-6 months, but longer term, conditions still look
ripe for a weaker dollar.
about 3 years ago
seekingalpha.com
Supply chain problems are acute, but also a part of a more structural peak
globalization issue. I continue to prefer good stocks and hard assets in this
environment. Click to read more.
over 2 years ago
seekingalpha.com
Let’s look at the causes of price inflation. Here, I explore why price signals are important, and discuss several examples of price signals and what they tell us as market participants.
about 2 years ago
seekingalpha.com
This is the second article in a series that dives into the properties of money,
examining historical and current examples.
almost 2 years ago
seekingalpha.com
When fundamentals and technicals align, that tends to be a sweet spot for investing. Here’s why I continue to view gold as an ideal diversifier in a balanced portfolio.
over 1 year ago
seekingalpha.com
Taking a look at the drivers of major oil and gas bull markets. Consensus
analysts are probably aiming too low with their long-run oil and gas price
forecasts. Read more.
over 1 year ago
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The Lightning Network (a channel-based payment system that runs on top of
Bitcoin) is starting to reach critical mass of liquidity and usability.
over 1 year ago
seekingalpha.com
A historical look at prior inflationary periods to see what they have to say about 2020s. Find out an outlook on investment opportunities for 2020s decade.
11 months ago
seekingalpha.com
Discover the latest insights on long duration bonds, TIPS, and the US fiscal situation. TIPS present an interesting investment opportunity with positive real yields.
3 months ago
seekingalpha.com
The US stock market is facing challenges with rising interest rates and a decline in the peace dividend, leading to a high likelihood of choppy sideways return prospects. Read more here.
3 months ago