Joined October 2014
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1 Photos and videos
1 Jul 2019
Will the US keep clear of contraction? The S&P surely believes so...
1 Jul 2019
Table of Manufacturing PMIs.
From mostly green (expansion) to mostly red (contraction) in one year.
1
23 Jun 2019
More data supporting our thesis of a coming major inflection point.
#FourthTurning
#EconomicPrinciples
23 Jun 2019
Almost 60% of the US yield curve now inverted.
Canada is about 70%; Hong Kong is 80%!
We are at the pinnacle of a historic bubble.
At any moment, the wheels will come off.
Check out our latest macro presentation & letter below:
youtube.com/watch?v=yZrkQ2f6…
crescat.net/on-the-precipice…
2
13 Jun 2019
The first proposals are being laid out in Europe in an attempt to activate the people's savings. #financialrepression
12 Jun 2019
#Italy proposes tax on savings hidden in safety deposit boxes as total retail deposits hit fresh all-time highs. reut.rs/2MKl3bq
1
6 Jun 2019
We seem to be in a peculiar period in recent history! #fourthturning #economicprinciples #bigdebtcycles #raydalio #buybonds #AssetAllocation #Druckenmiller