The SVB Crash Was Just The First Domino
In light of the past week’s extraordinary market events, we’re releasing this “state of the markets” briefing.
Topic
Debt
A collection of 9 issues
Here’s Why No One Will Ever Be Able to Stop Inflation Again
Current Fed Chairman Jerome Powell wants to put an end to inflation. Unfortunately – for Powell, for markets, and for investors – it appears increasingly unlikely that he’ll get his wish.
Coming Soon to a Neighborhood Near You: A Chemical Mushroom Cloud
Norfolk Southern is the latest poster child for the pitfalls of financial engineering. Years of reckless cost cutting and debt-fueled buybacks, at the expense of infrastructure upgrades, have caused an ecological disaster.
Coming Soon: The Boeing Collapse
One of many casualties of the coming corporate debt implosion.
The Best Risk-to-Reward Investment Opportunity We Have Ever Seen
Today, we’ll introduce a security that offers a higher margin of safety than the common stock, while still offering plenty of upside for investors.
A Huge Recession Red Flag Just Popped Up
Every once in a while, a financial panic or deep recession provides the rare chance to buy quality merchandise at fire-sale prices. The time isn't now, but it's coming.
A Flood of Funds Are “Gating” Their Money – Here’s What It Means
After the 2008 Financial Crisis, lawmakers beefed up banking regulations and cracked down on the irresponsible lending standards that inflated the housing bubble. But trying to regulate away the next crisis is like playing Whac-A-Mole: The next crisis is going to pop up in a brand-new hole.
Better Than Buffett, Plus A 16% Dividend
We're calling the coming market carnage in corporate bonds The Greatest Legal Transfer of Wealth in History. The explosive growth, and deteriorating quality, of the “investment grade” bond universe will play a major role in the coming corporate debt crisis.
The Real Reason Why Airlines Have So Much Baggage
Cheap money is grounding flights all over America – and that’s just the beginning.