Debtor countries are driving inflation. Creditor countries are not immune. Inflation flips the narrative – US dollar reserves are a captive tax against creditors, savers. China gross national savings is 45% of GDP versus 18% for the United States. Chinese households flocked to what they could – physical assets are an extreme 69.3% of their wealth. Real estate dominates. Underwriting is weak. Highly indebted builders are funded by presale deposits. Credit downgrades are n...

2021 Began with an Us vs Them on a battlefield few understood. So it was given to them in simple terms: Buy Hold Repeat. And the stock market did what it has always done, some make money and some lose money. Investors tried one strategy and it would work for awhile then try another and hope it would work for awhile but in the end it always seems like luck when you make a profitable trade and like you’re being scammed or cheated when you don’t. Companies added more sh...