One of my favorite speculating stories is when George Soros and Stanley Druckenmiller (my idol) masterfully ‘Broke the Bank of England’ on Black Wednesday (1992). This was when Soros uttered those unforgettable words – “go for the jugular” – before ...

With the world pre-occupied on the U.S. yield curve – which is flat and already heavily inverted – many are overlooking problems from the world’s third largest bond market. . . I’m talking about China. The Chinese economy has for a long-time used ...

Giving you a little background – Mr. James Cordier ran the website OptionSellers.com – a Florida-based investment firm that specialized in writing commodity options for high net-wealth individuals. He’s even authored a book about option selling ...

The U.S. dollar continues being the single most important factor for the Emerging Markets. And as the dollar keeps getting stronger – it will continue crippling them. “But isn’t a strong dollar supposed to be better for Emerging Markets by making ...

Yesterday – news broke that new home sales plunged nearly 6% in September. This was the worst month since December 2016. This shouldn’t come as a surprise though. We’ve seen the U.S. housing market suffer this year because of two main things. First ...

Another week and another signal flashing red to deal with. . . The credit market – in my opinion – is indicating an inevitable ‘crunch’ coming up. And even worse – we’re seeing the global dollar shortage deepening. Many readers know I haven’t ...

You can see that the Fed’s rate hikes (up only two percentage points since December 2015) have significantly increased the interest burden. In fact – the CBO says. . . “By the end of the projection period [2028], such spending [net interest costs] ...

There’s an old saying. “You can’t fight the dollar.” And what this means is: because the world’s chained to the U.S. dollar (thanks to its reserve status) – everyone’s constantly affected by whichever way the dollar’s value goes. If the ...

Lately, nothing seems able to shake Wall Street’s bullish attitude. Investors and the mainstream continue to still ignore the worsening trade war – which is evolving into a currency war – with China. But since early May – we at Palisade have ...

Over the last couple of weeks – I’ve written about the transition from global trade wars into currency wars. So far this year, we’ve seen the Argentina Peso and Turkish Lira get desecrated. But it’s not just Emerging Markets with ‘soft’ currencies ...