This post originally appeared on February 24, 2023 Introduction: This is Part II of a multi-part piece. Part I is available here. There is a lot of talk on FinTwit (financial Twitter) that the Federal Reserve has access to more data than we do. The implication is that because they have all of this information, … Read more
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
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
