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Author: Charles Hugh Smith

Of Two Minds

Life’s a Beach Until the Tsunami Hits: Four Waves Nobody Cares About–Yet

Four monster waves are about to crash onto the Fed's beach party and sweep away the…

Charles Hugh SmithOctober 8, 2021October 14, 2021
Of Two Minds

Why Shortages Are Permanent: Global Supply Shortages Make Fantastic Financial Sense

The era of abundance was only a short-lived artifact of the initial boost phase of globalization…

Charles Hugh SmithOctober 6, 2021October 14, 2021
Of Two Minds

Risk Was Never Low, It Was Only Hidden

The vast majority of market participants are about as ready for a semi-random "volatility event" as…

Charles Hugh SmithOctober 4, 2021October 5, 2021
Of Two Minds

While Everyone Cheers Soaring "Wealth," America’s Social Order Is Unraveling

So by all means, focus on the inexorable rise of stocks, cryptos and housing as "proof"…

Charles Hugh SmithOctober 1, 2021October 4, 2021
Of Two Minds

The Market Crash Nobody Thinks Is Possible Is Coming

The banquet of consequences is being served, and risk-off crashes are, like revenge, best served cold.…

Charles Hugh SmithSeptember 29, 2021September 30, 2021
Of Two Minds

Sorry, Fed, Inflation is Already Embedded

The Fed and its minions are about to get what they so richly deserve: the full…

Charles Hugh SmithSeptember 26, 2021September 27, 2021

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