Gen. Robert Spalding on China, Taiwan, and the US
Yet more on the absurdity of the West’s accomodative narrative on China
Fed’s Balance Sheet Has Shrunk $20 Billion Since the Start of January
The massive end-of-year expansion of the Fed’s repo facility has now reversed
Dr. Nouriel Roubini: Global Economic Slowdown Likely to Continue
“All these frictions are essentially equivalent to negative supply shocks that reduce growth and rise inflation”
Ray Dalio: Cash Will Be Big Loser in Coming Years
“The depreciation of the exchange rate and the printing of money, I think, over the next few years is going to be the biggest thing”
Barring the Financial Crisis, US Federal Spending Is Growing at the Fastest Pace Since 1985
The fastest increase in inflation adjusted federal spending since 1985, the height of Ronald Reagan’s Cold War military buildup
DoubleLine Round Table: Gundlach, Hyman, Bianco, Rosenberg, DiMartino Booth, Romick – Part II
Stocks, bonds, interest rates, inflation, and monetary policy – Part II
Christopher Balding: China Is Shifting Trade Surplus from US to Asia and Europe
“China added about $40 billion to its trade surplus with Europe”
Germany Spends More on Soft Drinks Than Importing Natural Gas from Russia
If the US somehow displaced 100% of Russian natural gas exports to the entire European Union, it would increase overall US exports by less than 3%
Rick Santelli: Fed Is a Serial Bubble Blower
“The dirty little secret of monetary policy”