On Playing Gold…

Last year, I wrote Part 1 of The Great Macro Dreamscape (Part 2 is coming). To summarize, my view is that the coming decade will be the best of times if you can trade and profit from Global Macro, or the worst of times if you’re a peasant trying to survive the Global Macro. Since […]

“Project Zimbabwe”

Roughly a month ago on the afternoon of Sunday, March 8th, Fed Chairman Powell had an (fictional) emergency staff meeting. Powell: I want the nuttiest money printing plan ever. What action plans do we have that are prepared and ready to initiate? Admin: Well, we have this one named “GFC 2.0” Powell: Sounds tame and sedate. Won’t impress […]