Category Archives: MN Gordon

The Rapper and the Rolling Stone

Politicians and governments today generally rule from a government-knows-best model. They believe they can calibrate, modulate, and manage an entire economy from a comfy government desk. Continue reading

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State Sponsored Suicide

The entire American lifestyle – and by extension, the global economy – is built on the singular, fragile assumption that the rest of the world will always want to buy American debt. For decades, this was a safe bet. Treasuries were considered risk free in terms of default. Continue reading

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The Great American Squeeze of 2026

Why does it feel like your paycheck is evaporating before it even hits your bank account, while the S&P 500 is hitting record highs over 7,400? Continue reading

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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

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