What Is Real Money? Why Dollars Aren’t Savings & Gold Returns
We discuss the most misunderstood ideas in finance: the difference between saving vs investing, and money vs currency.
There Is No Training For This
The action across a number of markets has started to get pretty wild recently.
Weekly Commentary: Kevin Warsh And Regime Change
Inflation has been above target for five years. There are indications that a historic AI spending boom poses significant inflationary risk.
The Real Affordability Problem
Affordability is the intersection of “need” and “want”. Everyone has a certain level of purchasing power, based on their assets, income and credit limits.
Natural Gas: Last Winter Spike Is Offering Another Selling Opportunity
Natural gas futures on the Nymex had a bullish week before closing 22% higher than the previous one at $4.41.