Let loose the dogs of war
“We train young men to drop fire on people but their commanders won’t allow them to write fuck on their airplanes because it’s obscene” Colonel Kurtz – Apocalypse...
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Simmering beneath the surface
It feels that we are in the second half of the latter stage of the current market cycle. This is the period when inflation naturally increases; inflation causes the price of commodities to rise...
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The Week Ahead – Buy silver, sell gold
The trade wars are escalating and other countries are responding that they may impose retaliatory taxes on US goods. The immediate reaction was for a weaker dollar, but all other things equal, an...
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The Week Ahead – Skynet is made in China
The current U.S. economic expansion has continue for a remarkable 106 months with no recession. That’s tied for the second longest in U.S. history with the average U.S. expansion lasting 59...
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The Week Ahead – Emperor’s and Tsar’s
Looking out the window of the A320 as i fly over the Straits of Malacca one could almost confuse it for a Bangkok traffic jam. Shipping volume as a function of global trade is booming and the...
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