Category Archives: MN Gordon
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
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
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
Barbarians Inside the Gate
Welfare at home and warfare abroad… fiscal insanity and monetary madness… collectivist “thinking” and the “warm glow of socialism”… Continue reading
