Tooze: The last crash never really ended; the...

Adam Rozencwajg, managing partner at Goehring and Rozencwajg, says the spike in diesel prices — rather than crude-oil prices — was the unexpected symptom of trouble coming from the Iran War, and that an oil shock can start with diesel and move to crude, so "We're in a little bit ...  عرض المزيد

Michael Green, chief investment officer at Tier1 Alpha Asset Management, says that the domination of index funds and passive investing has changed market kinetics, systematically pushing money to the largest names, contributing to the current phenomenon where a few mega-cap stock ...  عرض المزيد

Historian Adam Tooze, the author of Crashed: How a Decade of Financial Crises Changed the World, explains how crisis in an unprecedentedly powerful and interconnected global banking system coursed through American homes and European sovereign debt markets, exploding int ...

* Stock market is in bad shape, but bond market is worse. * Silver rallies. * Any negative yield in bonds is a positive for gold. * Numbers on economy getting weaker as numbers on inflation get stronger. * Fed can’t fix an inflation induced recession with more inflationary polici ...  عرض المزيد

Yes, many pundits are still warning about a recession in 2024.  Here’s one example. Richard Duncan did a Macro Watch fourth-quarter update. He pointed out that between 1952 and 2009, all nine times total credit (adjusted for inflation) grew by less than 2%, and the economy went i ...  عرض المزيد