ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
March 2, 2026 | Will Mortgage Rates Crash and Spur a Real Estate Boom?
Everyone keeps asking if mortgage rates will collapse in 2026 as if the entire real estate market revolves around the Federal Reserve pulling a lever. That is simply not how the system actually functions. Mortgage rates are tied to long-term capital flows and the 10-year yield, not just whatever the Fed does at the […]
March 2, 2026 | Art of the Collapse, March 2026
Welcome to the Era of Mixed Feelings. The world is still at war… …but stackers are getting rich: The “Epstein class” is now a thing: Next up: culture war Alarming Study Shows Average Somali High School Senior In Minnesota Committing Fraud At Just A 5th Grade Level (Babylon Bee) – An alarming new study of Minnesota schools […]
March 1, 2026 | Why Stocks Look Like Hell
[Events in the Middle East have overshadowed my narrow economic critique of President Trump in the commentary below. His alliance with Israel to knock out global jihad’s command structure is likely to change the world in ways no one can predict. It will also test the idea that only military might can secure a lasting […]
March 1, 2026 | The Coming Crisis: Fingers of Instability
This letter is a little different. I am indeed working on my book about what I believe is a coming crisis by reviewing five different cycle theories. They all arrive at a similar scenario from different points of view, but they all suggest a crisis occurring sometime around the end of this decade or perhaps […]