Soft Landing? More Like Crash Landing

This week on the blog my featured piece was on why I firmly believe the Fed - despite the market rising this week on CPI data - is still ultimately heading for a "crash landing" instead of a "soft landing": The Fed Can't, And Won't, Nail The Dismount

And for those that are not subscribers yet, I'd be humbled to have you as a paid supporter to the blog and am offering one of my steepest discounts possible, a whopping 70% off annual plans.

🔥 This weekend only you can take 70% off an annual subscription. This discount remains active for as long as you wish to remain a subscriber! Get 70% off forever

And last week I wrote about exactly why the recent 30 year auction was such a shit show: Treasury Auctions Explained For People With Short Attention Spans

I also happened to publish a piece called “There’s No Easy Way Out Of This Debt Spiral”, which lays out the exact issue that the rating agencies are being forced to stare down the U.S.’s fiscal situation: There's No Easy Way Out of This Debt Spiral

I also wrote about a couple of tea leaves I’ve noticed over the last two weeks indicating the party in markets is coming to an end. I wrote that individual companies going bust would be first (WeWork, FTX, etc.) but that entire sectors would be next: Douchebag Dominoes Topple Towards Dow's Doomsday

Finally I commended regulators on the quick mop-up job they did with Sam Bankman-Fried and FTX and — again — why I think FTX is a badly needed reality check for markets: Sam Bankman-Badly-Needed-God-Damn-Reality-Check-Fried

Finally, here’s what else is new on the blog:

Fringe Finance archives:

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