Charts of the Week
Donald Trump 2.0 is back and in a big way.
In our humble view, a recession will guarantee a Trump presidency.
Do the twelve members of the FOMC want that outcome on their conscience? We don’t think so. As such, investors should prepare to have a Fed that is behind the curve going forward.
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Reads of the Week
People have the China-US treasury meltdown relationship all wrong. The Iraqi weapons of mass destruction, the Covid hysteria, the push for vaccination, the “Hunter Biden laptop is a Russian plant” story have all shown that critical thinking within the Western media is in short supply these days, and that most journalists would now rather be wrong with the consensus than be right alone. As a result, when a narrative starts to develop, Western media latch on to it, and lay it on thick.
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Podcasts of the Week
Enhancing Your Investment Strategy with Kiril Sokoloff
59:24 mins      By Kiril Sokoloff | July 19, 2023
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