A $280 Trillion Problem

Man smashing debt ball

As the Fed helps push equities higher through an expansion of the money supply, we believe there are two key potential threats that will drive policy decisions for the foreseeable future: the demographic cliff and record-high debt levels. In today’s Weekly Intelligence Newsletter, we’ll explore how retiring baby boomers and historically high debt levels are combining to create […]

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Trump Could Be Done if this Doesn’t Happen ASAP

White House

The U.S. dollar may soon resume its decline, pushing gold and U.S. equities back to record levels. A negative correlation between the U.S. dollar and U.S. equities may influence the coming US Presidential election. As Ray Dalio poignantly explains in his book, “Principles for Navigating Big Debt Crises,” “…prolonged monetization will lead people to question […]

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Your Money Will Never Be The Same

money supply expansion may result in inflation by 2021

During the early 1920s in Weimar Germany, government-induced hyperinflation (via massive increases in the money supply) caused hunger and deteriorating standards of living. When faced with the choice of economic collapse or printing more money, desperate, insolvent governments like the Weimar Republic have historically chosen the latter. Inflation is an insidious, often invisible tax. And […]

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