All

Everyone with any position in today’s market will be able to say they lived through a real Bear Market.In the echo chamber of a Bull Market, there’s always a reason to get bullish: the consumer is spending, housing is strong, the Fed has our back,…

So here’s an April Fools congrats to globalization’s many fools.The tradition here at Of Two Minds is to make use of April Fool’s Day for a bit of parody or satire, but I’m breaking with tradition and presenting something that is all too real…

So here’s an April Fools congrats to globalization’s many fools.The tradition here at Of Two Minds is to make use of April Fool’s Day for a bit of parody or satire, but I’m breaking with tradition and presenting something that is all too real…

Central bank free money doesn’t create collateral or creditworthy borrowers, and without those foundations, the decayed, rotted shack will collapse.In terms of consequential trends, the pandemic is not a cause, it’s an accelerant of shifts al…

Central bank free money doesn’t create collateral or creditworthy borrowers, and without those foundations, the decayed, rotted shack will collapse.In terms of consequential trends, the pandemic is not a cause, it’s an accelerant of shifts al…