October 22, 2020 - Notes From the Rabbit Hole

Galiano Gold Gets the Spelling of its Name Wrong, Direction of its Stock Right

Who'd have thought that an African gold miner named after a sweet Italian liqueur* would be doing this (+12% today) during a correction for the gold stock sector? Per the…

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October 22, 2020

Stock Market, US

Pigs Take Flight

A couple days ago we asked the question in light of rising long-term yields, a steepening yield curve and the ongoing reflation operations by policymakers. Today the Regional Banks appear…

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October 22, 2020

Federal Reserve / Notable Public Posts

Central Banks Don’t Understand “the Way the World Works”

Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I'd written. Deflation: A Manufacturer's View I was not the market nerd…

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October 22, 2020