Blog: Military Spending and Inflation
Military spending can distort GDP and create inflation.
Topic
Economy
A collection of 139 issues
Blog: Warsh Whiffs his Second Time At Bat
We live in times that are both interesting and boring.
Blog: Oil Price Complacency May Soon be Tested
The mechanism for stabilizing oil is not sustainable.
Blog: Is Emerging Market Risk Different From the Others?
EM may be a better reflection of AI Bubble risks.
Blog: Will Mega-IPOs Create AI Warp Speed or a Black Hole?
Concentration risk plagues the S&P 500.
Blog: The AI Trade Ignores Macro Risk
AI speculators ignore macro risk at their peril.
Blog: Bad News! Global Manufacturing is Expanding.
Businesses prepare for price rises and supply shortages.
Blog: The "War on, War off" Market
The investing fog of war remains thick.
Blog: Inflation is the Match
Private Credit is the bomb.
Blog: The Investing Fog of War
Unlike previous Gulf Wars, the fog is growing thicker for investors.