von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
Amid Trump's latest tariff threats, long-term Treasury yields are bouncing Donald Trump apparently thinks that Smoot Hawley and the Great Depression were good ideas. A real history buff, I guess.…
If the whispers of revaluing the US gold reserves prove true, it could be an instant boon to the peoples' (currently debt-addled) asset base [edit] Per the article's comments, a…
Paul Tudor Jones is on the NFTRH plan Of course, the distinguished Mr. Jones has very likely never even heard of little old Notes From the Rabbit Hole, but he…
These graphs from the St. Louis Fed tell a story of excess, endurance, price appreciation & intense risk I've been on the expanding debt theme for many years now, but…
As FOMC readies another rate decision, its irrelevance has never been more apparent I started my market management service in 2008 with the imagery of renowned children's fantasy, Alice In…
NFTRH 799's opening segment illustrating unsustainable debt leverage Below is an exercise that considers real economic/macro/market indicators and one writer's view of what is in play this election year. I…
The US dollar (DXY) continues to target 98 In Q1 2021 USD bottomed amid the usual suspects proclaiming "dollar collapse!" and "death of the dollar!" and inflation as far as…
US Government to put on debt ceiling Kabuki Theater Debt is the fundamental underpinning. How scary is that? Not very since it has been the case for decades in what…
Steve Saville has an interesting blog post about... The big differences this time The post centers around the COVID-19 pandemic vs. the well known Spanish Flu of 1918 and the…
The Continuum (monthly 30yr yield with the 100 month EMA 'limiter') simply states that the economy was weakening, as were inflation expectations, before 2020. In early 2020 we got a…
On the good ship Lollipop Its a nice trip, In to bed you hop, And dream away, On the good ship Lollipop --Shirley Temple And so, to everyone's complete lack…