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Shiller PE Strategy

Ok, the first thing I do when making a decision on the SP500 is look at where it stands on a valuation basis. My preferred

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Repo and Reverse Repo

In the charts above, you saw close to record low spreads. This is an artefact of investors chasing yield in a low yield environment (sometimes

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Liquidity Intro

This is a very big subject and needs me to write in greater detail on the blog. However, I will just share a few of

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A case for stable money

[This post was written on Sunday, I am currently away until Wednesday, the 23rd.] Around 20 years ago, I fell in love with the Austrian

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Why are we so rich?

This chart shows the incredible wealth that American’s have accumulated over the last few decades in particular. While this chart is of America’s household wealth,

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