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.

The bonds Washington sold in 2020 are coming due, but the next round of buyers won’t care what the Federal Reserve said back then.

Something is askew in the stock market. Not that your average, diligent 401(k) or IRA retirement planner can put their finger on…

In 2005 and again in 2024, we warned Congress about the debt… Now an option has emerged that neither letter had.

Dollar depreciation, a still-growing AI trade, and record levels of foreign buyers of stocks look great for select commodity stocks

The bonds Washington sold in 2020 are coming due, but the next round of buyers won’t care what the Federal Reserve said back then.

Something is askew in the stock market. Not that your average, diligent 401(k) or IRA retirement planner can put their finger on…

In 2005 and again in 2024, we warned Congress about the debt… Now an option has emerged that neither letter had.

Dollar depreciation, a still-growing AI trade, and record levels of foreign buyers of stocks look great for select commodity stocks