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Author: Charles Hugh Smith

Of Two Minds

If Lockdown Is a Needless Over-Reaction, Then Why Did China Lockdown Half its Economy?

Recall that the initial deaths and related costs are only the first-order effects; policy makers have…

Charles Hugh SmithApril 5, 2020April 5, 2020
Of Two Minds

When Bulls Are Over-Anxious to Catch the Rocketship Higher, This Isn’t the Bottom

Everyone with any position in today's market will be able to say they lived through a…

Charles Hugh SmithApril 2, 2020April 2, 2020
Of Two Minds

When Bulls Are Over-Anxious to Catch the Rocketship Higher, This Isn’t the Bottom

Everyone with any position in today's market will be able to say they lived through a…

Charles Hugh SmithApril 2, 2020April 2, 2020
Of Two Minds

The Wonderful Insanity of Globalization

So here's an April Fools congrats to globalization's many fools.The tradition here at Of Two Minds is to…

Charles Hugh SmithApril 1, 2020April 1, 2020
Of Two Minds

The Wonderful Insanity of Globalization

So here's an April Fools congrats to globalization's many fools.The tradition here at Of Two Minds is to…

Charles Hugh SmithApril 1, 2020April 1, 2020
Of Two Minds

Pandemic Pandemonium: The Tides of Globalization and Financialization Reverse

Central bank free money doesn't create collateral or creditworthy borrowers, and without those foundations, the decayed, rotted shack…

Charles Hugh SmithMarch 30, 2020March 30, 2020

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