The Mother Of All Bear Markets
The bear has ended a long hibernation.
US Growth Has Peaked Inflation Will Persist
Long before supply chain issues and soaring consumer prices made the headlines, I warned readers that massive monetary expansion made persistent inflation inevitable.
The 70% Solution
Inflation remained in check following the global financial crisis for over a decade despite a massive expansion of the Fed’s balance sheet.
Where Have All The Workers Gone?
In our last issue we suggested that the "Inflation Genie" was out of the bottle.