Market Commentary

Lies – It’s All Lies

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This post originally appeared on February 13, 2023 On Friday, after the close, the US Bureau of Labor Statistics revised the December CPI number. People hoping for a Federal Reserve “pivot” to lower interest rates have been focused on the month to month CPI to get a sense of any short-term change in the direction … Read more

Running on Empty: The Book Now Available

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Alex Macris wrote an incredible four part series on the history of the petrodollar which included some prescient projections regarding the future of the US dollar.  I featured his work on this blog, and then Alex invited me to write Part V explaining what you could do to protect yourself from coming problems.  Running on … Read more

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