Macro Minute: Federal Reserve Is Playing A Different Game
The Federal Reserve isn't trapped; it plays a different game, managing existential threats through narrative and psychological influence rather than just reacting to economic data.
Blog
Macro Minute: Demographics Impact on Global Oil Demand
How Aging Populations and Shrinking Growth Rates Are Reshaping the Future of Oil Consumption Worldwide
Macro Minute: The Fertility Crisis: Why Economic Decline, Not Technology, Will Boost Birth Rates
Exploring the link between wealth, fertility, and technological progress—and why a global economic regression may be the only path to reversing declining birth rates.
Bitcoin Minute: Clarity on Why Bitcoin Is A Geopolitical Hedge
The perennial bitcoin FUD debunked. Tactical versus Strategic Hedges, what's the difference. Why critics are wrong about bitcoin and WWIII.
Bitcoin Minute: Crypto Gaslighting In Congress
Examining SEC Chairman Gary Gensler's recent testimony in Congress and the dangers of promoting fraudulent crypto projects. A call for clarity and the importance of adhering to the Howey Test for securities.
Macro Minute: More Signs of Recession, 5y5y Forward and Breakevens
How the 5Y5Y Forward and breakevens reveal transitory inflation and signal a looming recession through market inversions.
Macro Minute: Overproduction Does Not Bring Demand, China's Economic Illiteracy
Exposing the Economic Nonsense of Central Planning: How China's Overproduction and Misguided Policies Undermine Their Own Economy