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Author: Charles Hugh Smith

Of Two Minds

The Everything Bubble and Global Bankruptcy

The resulting erosion of collateral will collapse the global credit bubble, a repricing/reset that will bankrupt…

Charles Hugh SmithMarch 26, 2023March 27, 2023
Of Two Minds

Bull or Bear? The Ultimate Source of Market Instability

Everyone wants a trend they can trade for effortless gains. That may no longer be realistic.

Charles Hugh SmithMarch 23, 2023March 24, 2023
Of Two Minds

Welcome to the Era of Warring Elites

What the Warring Elites don't want us to realize is that a system of transparent competition…

Charles Hugh SmithMarch 21, 2023March 21, 2023
Of Two Minds

We’ve Forgotten That Business-Cycle Recessions Are Essential

A stagnating zombie economy never recovers. Four decades of rising markets punctuated by crisis-induced crashes seems…

Charles Hugh SmithMarch 20, 2023March 21, 2023
Of Two Minds

Funny Things Happen on the Way to "Restoring Financial Stability"

We can also predict that the next round of instability will be more severe than the…

Charles Hugh SmithMarch 16, 2023March 17, 2023
Of Two Minds

Banks, Banks, Banks: The Elephant Nobody Even Sees

Our faith in the wobbling world of hyper-financialization will soon be tested. It's interesting, isn't it,…

Charles Hugh SmithMarch 14, 2023March 16, 2023

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