Monthly Archives: October 2021

Walking the Path of Self Destruction

The era of stimmy checks and cheap consumer goods was fun while it lasted. Like a hot lunch, it always tastes better when free. The smell is more aromatic. The bites are more flavorful. Most of all, the belly leaves the table more contented. But is a free lunch ever really free? Continue reading

Posted in Economy, MN Gordon | Tagged , , , , | 14 Comments

Are You Prepared for the Mass Repricing of Goods and Services?

Rising consumer price inflation is not going away. This, of course, is counter to the “transitory” argument made by Federal Reserve Chairman Jerome Powell earlier this year. Continue reading

Posted in Inflation, MN Gordon | Tagged , , , , | 34 Comments

How to Fight the Investment Enemies Now Mobilizing

The lessons of 2008-09 leave many smart and intelligent people’s finances as unsuspectingly vulnerable as Paris in the spring of 1940. Treasury bills provided cover and safety when the stock market was falling in late 2008 and early 2009. This strategy may not work so well during the next crisis. Continue reading

Posted in MN Gordon, Politics | Tagged , , , , | 1 Comment

Winnie the Pooh’s Adventures In Fairyland

Up until the Evergrande Group began stiffing creditors, Xi Jinping had it made. But being a communist dictator is serious business. And when the Ponzi finance structure underlying your country’s second largest property developer begins cascading down it’s no laughing matter. Continue reading

Posted in Economy, MN Gordon | Tagged , , , , , , , | 25 Comments