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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I was admitted to the hospital last week

No grandma’s chicken noodle soup…no herbal teas, yoga mats, massages, workout gear…no green smoothies or turmeric shots…no vitamins or herbs…no communication…no continuity…and not much common sense. This week was the first time in my life that I’ve ever been admitted to a hospital from the Emergency Room. I’ve delivered babies…

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The Four Giants: Nvidia, Bitcoin, Dollar, and Gold

“If I have seen farther than others, it is because I have stood on the shoulders of giants.” —Isaac Newton In February, we saw something extraordinary—the price of gold was near all-time record highs, and the gold and silver miners were more oversold than ever before in history. There’s never…

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