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Author: Charles Hugh Smith

Of Two Minds

The Only Real Solution Is Default

The destruction of 'phantom wealth' via default has always been the only way to clear the…

Charles Hugh SmithJuly 15, 2022July 18, 2022
Of Two Minds

US Dollar Strength: "Unintended Consequences" Or "The Empire Strikes Back"?

How unintended can these consequences be? My guess: not very. A great many people got the…

Charles Hugh SmithJuly 13, 2022July 14, 2022
Of Two Minds

Calm Before the Tempest?

Is it beyond conception that the core actually strengthens for a length of time before the…

Charles Hugh SmithJuly 11, 2022July 14, 2022
Of Two Minds

Why Nations Fail

The irony is that the suppression of dissent is the suppression of competing ideas that generate…

Charles Hugh SmithJuly 8, 2022July 11, 2022
Of Two Minds

You Know What Would Be Really Irritating? A Crazy Rally to New Highs

It would be very irritating to have a rally suck in all the bears salivating for…

Charles Hugh SmithJuly 7, 2022July 7, 2022
Of Two Minds

The One Solution to All Our Problems

Pick one, America: national security of the essential material foundation of everything, the industrial base, or…

Charles Hugh SmithJuly 5, 2022July 6, 2022

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