Economy & Markets Archives - Rethinking the Dollar

Fake Markets Are on Collision Course with Reality

Feb 24, 2020 | Economy

Keeping up appearances is about to get a lot harder for the central planners trying to manage perceptions of the U.S. (and global) economy. The coronavirus is going to have a meaningful impact on global supply chains, even if stock market cheerleaders haven’t fully...

PBOC easing will support gold prices and could start a global trend – analysts

Feb 18, 2020 | Gold, Silver

A quiet start to the week is weighing on gold prices, but analysts remain optimistic that prices can push higher as easing from the People’s Bank of China could ignite a further drop in global interest rates. Overnight, the PBOC the interest rate on its medium term...

Harvard Trained Economist: Fed Can’t Taper Without The Financial System Blowing UP

Feb 4, 2020 | News

This new coronavirus has now surpassed the impact of SARS in 2002, with more than 360 dead and 17,000 infected. I hear underground rumblings that the number of infections is closer to 90,000. Wuhan, the town of origin, is completely shut down, as is the case with...

Harvard Trained Economist: The Great Boomer Migration

Dec 16, 2019 | News

Years ago, I had to adjust my real estate model for di-ers, as homes last near forever and di-ers are forced sellers that can overwhelm and offset the younger peak buyers into age 42-43 in recent years. That’s why Japan’s real estate bust never boomed again...