Contrarian Reads

Breakout At 3,000? Why It’s Not Gonna Happen

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Japan’s Old Age Colony: A Demographic/Fiscal Death Trap

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The Donald’s Swell New Foreign Aid Program: To Dodge China Tariffs, US Importers Shifting Production To Even Lower Wage Countries

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The War Party’s New Form Of Global Aggression: Weaponizing The Dollar

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Red Ponzi Tottering: Even Beijing Command And Control Rapidly Weakening

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European Corporate Debt Market Plunges Into Subzero Return Freezer, Too

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Semiconductor Industry CapEx To Plunge 18% In 2019

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Memo To Fed: Stop Chasing The Boogeyman Of Low-flation—Just Get An Accurate Inflation Ruler

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Where The American Dream Goes To Die: Real Housing Prices And Rents Have Far Outrun Incomes Since 1970

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Jeffrey Epstein And The Vengeance Of The Golden Golem

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