The unequivocal equation that predicted our inflation

MV=PY was all you needed to know Velocity turned up, as predicted, with the predicted results What happens next for inflation depends on V not…

If the bond market crashes in silence, has it crashed at all?

The bond market has crashed horrifically The consequences are barely making themselves felt A reminder that investment mantras are eventually disproven Bank of America researcher…

John Butler’s correlation breakdown

John Butler’s mysterious midnight messages Oil and US bond yields are diverging Financial market instability is now sinking the economy I’ll be honest, sometimes I…