3+ mon, 2+ week ago   (1639+ words) Last week we started to see the first signs of “panic” in the back end of US rates. The 5.15% I offered readers on Sunday became 5.20% by Wednesday: There’s lots of nonsense chatter that “we need higher rates”: Readers of YIGAF…...

5+ mon, 3+ week ago   (204+ words) The Map and the Territory: Why Radigan Carter’s Ground War and My Flow-Inelastic Calculus Must Be Read Together Yet the frameworks reinforce each other powerfully. Radigan’s ground-level friction — 6-week trigger, summer earnings pain, desalination risks, regional militias — keeps my models…...

5+ mon, 4+ week ago   (693+ words) If you bought a car, filled your gas tank, or just existed in the economy between 2021 and 2022, you felt it: prices didn’t just rise; they skyrocketed. And whether you understood what “transitory inflation” meant, or whether you were (like most…...

6+ mon, 3+ week ago   (758+ words) There are FOUR parts to this piece, the first three are brief, but important. Competent expertise proves prophetic. Funny how that works. Check out my most recent video, and please, please help. We face an uphill battle in restoring our…...