7 Grey Swan Predictions

Ironically or not, the thread that binds all of these Grey Swan events is a reliance on debt at all levels of society and a consumer culture that favors short-term gratification. Political violence is just a f’d up way of expressing dissatisfaction with a culture that values material goods over some kind of weird spiritualism. Both of the assailants in New Orleans and in Las Vegas were military and in financial distress.

As the Japanese bond goes, so goes the U.S. Treasury. At least, that’s the playbook Treasury Secretary Scott Bessent is playing from…

October gets a bad rap, but September is the market’s worst-performing month… at its worst during midterm years.

The savings rate is collapsing just as inflation keeps chipping away at purchasing power, tempting consumers to chase returns at any cost…

Traders often call the natural gas trade “the widowmaker.” But during the “debasement age,” it’s worth a quick trade in an industry leader…

As the Japanese bond goes, so goes the U.S. Treasury. At least, that’s the playbook Treasury Secretary Scott Bessent is playing from…

October gets a bad rap, but September is the market’s worst-performing month… at its worst during midterm years.

The savings rate is collapsing just as inflation keeps chipping away at purchasing power, tempting consumers to chase returns at any cost…

Traders often call the natural gas trade “the widowmaker.” But during the “debasement age,” it’s worth a quick trade in an industry leader…