Gold 1200
September 1, 2020

Aggressive China Showing Signs of ADD… Agriculture Deficit Disorder

For most of us in 2020, the COVID-19 pandemic abruptly forced a merger of home and office. And surprisingly, it was reasonably successful… so much so […]
August 27, 2020

Inflation is Here – The Fed Just Doesn’t Know Where to Look

Early this morning when I sat down to write, I was resigned to talk about how the real economy is faring. I had some charts lined […]
August 25, 2020

Back to Back: Hurricane Laura Bears Down on Gulf Coast

It seems like just yesterday I was battening down the hatches in my garden as Tropical Storm Isaias barreled its way up the East Coast. But […]
August 20, 2020

Yellow Brick Road: The Path Back to the Gold Standard Leads Through China

After an elbow injury forced me to quit playing baseball in college, I unexpectedly found myself with a lot of extra time on my hands. Some […]
August 18, 2020

Bonds…Jay’s Bonds: Tomorrow’s 20Y Auction Will Make or Break Markets

I love everything about James Bond movies. That probably won’t surprise many of you, as I’ve written before about my penchant for cars, geopolitical conflict, and […]
August 13, 2020

Outbreak: Turkey’s Financial Crisis Could Spread to Europe

If you’ve been following along with Venture Society the last few weeks, you’ve probably started to see some themes emerge. I’ve written about Europe printing huge […]
August 11, 2020

Blood Suckers: Banks’ Refusal to Lend Will Cause a Crisis

The day-to-day work of financial and industrial analysis involves a lot of digging through data. First, I have to locate a data source, which can take […]
August 6, 2020

From Graceland to Homeless: Looming Evictions Require Swift Action

There are a few records that transport me back to a particular time and place, no matter when or where I listen to them. That’s not […]
August 4, 2020

Rock You Like a Hurricane… errr, Tropical Storm

Under normal circumstances, this is the space where I typically write a brief, sweeping narrative about a topic near and dear to my heart. But Hurricane […]