U.S. Treasuries: From Yang to Yin

“The world consists of Yin and Yang, and understanding this is crucial for anyone seeking to navigate life’s complexities.” Life is complicated. It seems that just when we think we’ve figured something out, the game changes. In Marketland, this usually starts with recency bias: a form of cognitive reasoning that…

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Is the USA becoming the former USSR?

“Old Heraclitus, who was indeed a very great sage, discovered the most marvelous of all psychological laws: the regulative function of opposites. He called it enantiodromia, a running contrariwise, by which he meant that sooner or later everything runs into its opposite.” –Carl Jung There’s nothing more fun than discovering!…

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To learn, or to unlearn, that is the question

“It ain’t what you know that gets you into trouble. It’s what you know for sure that just ain’t so.” —Mark Twain When I went to visit my grandma as a young teenager, I remember showing off what I thought were my amazing superwoman skills. If you think I do…

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Japanese Yen: The canary in the gold mine

The global monetary system is a big blobby glob of sticky goo that somehow keeps on slugging along through endless waste and war. But stop what you’re doing and listen. Chirp, chirp, chirp…peep, peep, peep…chitter, chitter, twitter, twitter, TWEET! On April 30, Fortune published an article: Why Japan’s currency is…

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Miners Makin’ Money

“Gold—what can it not do, and undo?” – William Shakespeare I grew up in the 1970s and 80s. My dad was an environmental scientist with an obsession for gold. After he saw Raiders of the Lost Ark (1981) with Henry Ford, he got himself an Indiana Jones hat, a bullwhip,…

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Gold, Silver, or Bitcoin?

“No State shall…make any Thing but gold and silver Coin a Tender in Payment of Debts.”—The U.S. Constitution (Article 1: Section 10, Clause 1) Our Founding Fathers—Franklin (1706-1790), Washington (1732-1799), Adams (1735-1826), Jefferson (1743-1826), Madison (1751-1836), and Hamilton (1755-1804)—didn’t trust the States. They didn’t trust the national government either, which…

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