Preface to the Preface! Last night, as futures went absolutely roaring higher, taking everything green, I tweeted the following: Wait, what? Is Tim insane? Well, yes, but that’s beside the point. Why would I say such a thing, though. It’…
Even in a globalized world, language barriers have the potential to exclude people from access to information and participation in the global conversation. After all, what good is the world wide web if you speak a language whose footprint barely extend…
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Since this (silly) three-day weekend has been foisted upon us, and we don’t get to trade again until Tuesday morning, I thought I’d do a crypto check-in, since that’s the only market going here on a Sunday morning which might give…
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Not much has changed since our last look at Primary Dealer data 4 weeks ago. The script is playing out. It’s Greek tragedy, because we know what’s coming. I’ll recount what we’ve already said, and add plot embellishments from current data that the Fed posted Thursday, that’s up to date through 10 days ago.
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Structural impairment caused by Bubble excess escalates over the life of the boom.
The pain and dislocation unleashed during the bust is proportional to the excesses of the preceding boom.
Coal came under scrutiny for its high carbon emissions at COP26, but many countries are forecasted to increase coal production until 2024.