Don’t Fall in the China Trap

China’s economy isn’t just slowing, it may already be contracting beneath layers of manipulated data and political theatre. With real estate in freefall, investment collapsing, demographics imploding and debt levels exploding past 300% of GDP, the real risk isn’t a Chinese recession…it’s the possibility that China becomes the first domino in a broader collapse of the global monetary system.

What to Buy When Others Are Fearful

It’s not about timing. It’s about preparation.

Banana Republic Prices

The US has become a banana republic without the bananas. The practical importance: shouldn’t its capital assets — its stocks and bonds, primarily — be marked down to banana republic levels?