Global Systemic Change is Now a Matter of Survival

September 18, 2023

The situation has deteriorated to the point where global systemic change is now a matter of survival.

Real BRICS Threat + The Worst Macros I’ve Ever Seen

September 17 (King World News) – Matthew Piepenburg, partner at Matterhorn Asset Management: In many recent articles and interviews, I’ve warned that Powell’s “higher for longer” war against inflation will actually (and ironically) lead to, well… greater inflation.

That is, the rising interest expense (nod to Powell) on Uncle Sam’s fatally rising 33T bar tab will inevitably need to be paid with an inflationary mouse-clicker at the Eccles Building.