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Author: Charles Hugh Smith

Of Two Minds

The Chinese Connection: Here’s Why Inflation Won’t Fall to 2% and Stay There Indefinitely

Where is the global deflator expansive enough to replace China's one-off deflation of global inflationary forces?…

Charles Hugh SmithJanuary 10, 2024January 11, 2024
Of Two Minds

What’s the Source of the Astounding 50% Boost in Corporate Profits?

No wonder Corporate America added $1.2 trillion in profits to be distributed to the elites of…

Charles Hugh SmithJanuary 8, 2024January 9, 2024
Of Two Minds

What the Fed Accomplished: Distorted the Economy, Enriched the Rich and Crushed the Middle Class

The mainstream holds the Fed is busy planning a return to the glory days of zero…

Charles Hugh SmithJanuary 4, 2024January 8, 2024
Of Two Minds

2023: The Fed Declares Victory; 2024: The Year of Hubris and Nemesis

Are the crowds ready for the curtain of Fed omnipotence to be pulled aside? What will…

Charles Hugh SmithJanuary 1, 2024January 3, 2024
Of Two Minds

Rome Was Eternal, Until It Wasn’t: Imperial Analogs of Decay

The tricky part is distinguishing the critical dependencies--those resources the empire literally cannot do without--from longer-term…

Charles Hugh SmithDecember 29, 2023January 3, 2024
Of Two Minds

What If There Are No Analogs for 2024?

Maybe we'll get 1893, 1929, 1968 and 2008 analogs mixed into a heady cocktail of surprises.

Charles Hugh SmithDecember 26, 2023December 28, 2023

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