Recent Posts - page 22
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TSP Smart: The Big Pivot
While markets are these days fixated on an imminent Fed dovish pivot, out further on the horizon looms a crisis of confidence in government finance.
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Fire
We’re officially one week into what will likely evolve into a major banking and financial crisis. Understandably, there are comparisons to the Lehman collapse. Such analysis doesn’t seem as lunatic fringe after this week’s upheaval in Europe.
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Silicon Valley Bust
A collapsing Bubble fixing Beijing’s sights on Taiwan. It’s a scenario I’ve feared for years. I just never imagined China and Russia as “partners without limits” in a fragmenting world of economic and military alliances.