prudent investor newsletters

The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Sunday, May 24, 2026

Stagflation Part 7: The Return of Constraint—Oil Shock, Treasury Revolt, and the Politics of Inflation Suppression

›
   But conscience asks the question, is it right? And there comes a time when one must take a position that is neither safe, nor politic, ...
Sunday, May 17, 2026

Stagflation Part 6: The Banking System Under Siege—Bond Selloffs, Liquidity Illusions, and the Coming Balance Sheet Reckoning

›
   Central bankers always try to avoid their last big mistake. So every time there's the threat of a contraction in the economy, they...
‹
›
Home
View web version
Powered by Blogger.