That last point is important. The Fed’s 2022-2023 rates hikes seemed aggressive mainly because they followed (belatedly) a ...

As the S&P 500 continues to set new record highs, the idea that markets will continue to go higher forever seems to gain ...

There’s a concerning undercurrent running through the US labor market. The unemployment rate has been steadily climbing. That ...

I experienced the Albuquerque International Ballon Fiesta on Sunday night and Monday morning. Oh sorry, excuse me, the Exxon ...

Phase 5 is what Ray calls “A Big Deleveraging.” At some point, debt becomes so excessive that even central banks can’t service their debts without devaluing the money itself. This is when debt ...

Under the direction of company COO Ed D’Agostino, a team of six research analysts based in the US and Asia thoroughly vet ...

Kelly Green, Yield Shark senior editor, has been a researcher since as long as she can remember. She was always fascinated with taking things apart and asking hundreds of questions—whether it was a ...

Ed D’Agostino built his career by identifying macroeconomic trends and the hidden opportunities they create. For over 30 years, he’s leveraged these talents to make money for his clients and ...

Patrick Watson is a compulsive trend-observer and John Mauldin’s senior economic analyst. He and John first began collaborating around 30 years ago, and he contributes research and ideas to John’s ...

The US government just shut down. Again.