Merrill over Matter

[ Executive summary/TL;DR : A huge amount of cash was dumped into the economy with the 2020 COVID relief bill, which caused the burst in inf...

So when will the Chinese debt bubble burst? I've yammered on about this for a long long time. Highlighting empty cities to nowhere, exce...

    Recession is coming. No one likes to hear it but a storm is brewing. The ...

In my last post lamenting the paucity of options available to low risk investors I highlighted the guaranteed negative return one would rec...

 The Lament of a low risk investor 10 year TIPS rate source: Federal Reserve One of the challenges in managing a portfolio during the distr...

Get ready to refinance. Again. At least there is one  positive aspect to the COVID-19 crisis, the drop in interest rates.  And notice I said...

One of my favorite books ever is the book Dune by Frank Herbert.  He built a universe with a complex religious, economic and political frame...