Monthly Archives: May 2026
Big Discounts Await
If you’ve consumed any financial commentary over the years, you’ve likely heard of Gary Shilling. His legendary, against the herd, call on interest rates in 1980 set him up for a 40-year run that made him exceptionally wealthy. Continue reading
Posted in MN Gordon, Stock Market
Tagged consumer price index, crash, gary shilling, recession, S&P500
Leave a comment
Liquidity At Any Cost
Over the last few years, it appeared that the Federal Reserve was finally attempting to get its house in order. After the insane pandemic-era peaks, where its balance sheet ballooned to over $8.9 trillion, the central bank spent years on a steady program of balance sheet reduction. Continue reading
Posted in Inflation, MN Gordon
Tagged dollar debasement, fomc, scott bessent, swap lines, uae
Leave a comment
