Category Archives: Inflation
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
The Digital Noose Tightens
In January, as part of our 2026 outlook, we detailed how the GENIUS Act, which was signed into law by President Trump on July 18, 2025, would bring about the next shift in American money. The GENIUS Act, if you recall, requires stablecoins to be backed one-for-one by U.S. dollars or short-term U.S. Treasuries. Continue reading
How to Trade the Warsh Doctrine
Over the last week, the precious metals market went through a meat grinder. Gold and silver went from moon shot to abrupt crash and back to liftoff in the span of about a week. It’s been a classic case of market psychology, leverage, and the sheer chaos that happens when Washington throws a spitball at Wall Street. Continue reading
Countdown to May Madness
May 2026 cannot come soon enough for Federal Reserve Chair Jerome Powell. That’s when his term is up. He can hang around as a Fed governor until 2028. Though, in the past, most Fed chairs have stepped down when their term is over. Continue reading
