Все публикации

0:01:44

Any hunters out there?

0:03:31

No drop in interest income transfers.

0:07:17

The, “I’m a social liberal and a fiscal conservative” nonsense.

0:04:47

My thoughts on the Tyson-Paul fight.

0:05:07

Tyson-Paul. Who you got?

0:10:21

Powell throws cold water on the outlook for more rate cuts.

0:22:40

How to explain rate setting and bond issuance.

0:04:44

MMT is primitive?

0:11:50

Did the Fed just stage a revolt against Trump?

0:22:34

What we have in common with Navy Seals.

0:09:18

November 4, 2024

0:07:28

There’s no such thing as “sound money.”

0:08:53

“So, you believe in money printing?”

0:14:10

It’s like hurricane forecasting.

0:10:57

Do you know what net government transfers are?

0:20:14

Everything I said in my economic outlook months ago is happening. 

0:14:19

Shrinking the government.

0:22:39

This might upset some of you, but it has to be said. 

0:11:48

I am asking for your help.

0:17:19

Interest income transfers are falling, but…

0:17:05

Hedge funds are shorting Treasuries

0:14:21

No more hats after today. But seriously…

0:11:40

I’m on the opposite side of the entire financial community. 

0:18:44

You will remember this in six months.