Consumers Pay All Production Costs

Consumers Pay All Production Costs

Monday, March 9, 2026 Inflation is returning to the U.S. We can thank trade wars and huge government deficits for crushing the bond market. Resulting higher interest rates then crush the stock market, which is worth more than 200% of economic output and trading at...
A Super Trend Predictor

A Super Trend Predictor

Monday, March 2, 2026 During Super Bowl 60, there were more multimillion-dollar commercials broadcast for AI (15) than points scored by the losing team, the New England Patriots (13). AI either created or was the focus of 23% of the ads for America’s most...
The Next Argentina

The Next Argentina

Monday, February 23, 2026 We know we should avoid trivial debt. But times are odd and hyperinflation makes borrowing heavily a viable path to maintaining wealth. That’s why you want to consider borrowing cheaply and putting the money into assets that won’t...
The Spending Will Never Stop

The Spending Will Never Stop

Monday, February 16, 2026 I’ve talked about how tariffs are taxes. I’ve also talked about how consumers pay all taxes, directly or indirectly. I’ve also mentioned how when it comes to the federal government, spending will never stop. Recent data backs it up....
Markets Might Be Open For 23 Hours Every Day

Markets Might Be Open For 23 Hours Every Day

Monday, February 9, 2026 Pretty soon you might be able to make a stock trade at almost any time. Late last year, the NASDAQ Stock Exchange asked regulators to approve an overnight trading session from 9 p.m. to 4 a.m. The exchange already allows pre-market trading...