Note to reader: As I have been saying for a long time now, I estimate the neutral Fed funds rate to be exactly what it
Year: 2025
The 10-year UST just put in another new cycle high on the yield. Good luck to all, have fun; yields around the world continue to
Got to Mexico last week What a difference weather wise! What do you trace your ailments to? You aren’t vaccinated. Do you recommend ivermectin even
Stone, what’s your thoughts on Junior minors? They have been in a waste land fit a decade. When flows enter that space there has been
There’s no going back The nation states are gearing up for the world war that will be described in Ezekiel 38 and 39. These nation
Let me count the ways the Federal Reserve is still the most dovish it’s ever been in its history To download the podcast, please right