Category Archives: Economy
How Central Planners Sow Seeds of Economic Ruin
U.S. money printers have recklessly sown dollars in fruitless places over the last 50-years. They’ve squandered opportunities for greater economic growth by sprinkling debt based money into fields with little to no potential for productivity. Continue reading
How Quantitative Tightening Ends
The pursuit of decadence is always met with the painful reality that stopping the excess is much more difficult than starting. This realization, like a killer in the night, lies in wait until just after the point of no return. When the certain destruction cannot be undone. Continue reading
Welcome to the Death Zone
Last week, the 77 year old Gross took pause from his “wait for the prostate cancer” and emerged from what he calls “the death zone” to offer words of warning on Fed Chair Jay Powell’s newly commenced interest rate hiking cycle. Continue reading
How to Reconcile Numbers that Don’t Pencil Out
The means and methods for reconciling numbers that don’t pencil out are extremely disagreeable. Some of the rising input costs can be passed on to consumers. Some can also be absorbed through lower profit margins. But there are natural limits to what price increases can be absorbed and passed along. When the numbers don’t pencil out, they don’t pencil out. Continue reading
