Lyn Alden Schwartzer

Several developed country central banks face a credibility problem against the combination of high debt and high inflation.

Taking a look at the drivers of major oil and gas bull markets. Consensus analysts are probably aiming too low with their long-run oil and gas price forecasts. Read more.

An update on inflation and the global energy situation. A look at how and why US recession indicators are picking up fast. Why a recession is unlikely to be a permanent cure for inflation.

This report provides an update on the virus, credit markets, inflation, gold, and emerging markets, and then a market update on Bitcoin and smart contract platforms before diving into an update on Cigna (CI), a healthcare stock I’ve been following for some time.

With public debt at levels not seen since the 1940s, this article looks at the topic of debt jubilees. How certain types of debt forgiveness can, or cannot, be implemented.

Analyzing the US (and broadly, global developed market) sovereign debt market. Bondholders and cash-savers are unlikely to maintain purchasing power over the coming decade.

In this issue of “Where Fundamentals Meets Technicals”, I show the alignment on Tencent and the Grayscale Ethereum Trust.

This issue of “Where Fundamentals Meet Technicals” focuses on some oversold investments that, while they might not be at their absolute bottom, are extremely out of favor and have good fundamentals.

I don’t know about the next 3-6 months, but longer term, conditions still look ripe for a weaker dollar.

If you’ve been a Tesla long during this run-up, it would be a good time to re-asses your portfolio’s diversification and risk tolerance. I view Tesla as a sell at these levels.

This article analyzes the dollar vs. other currencies, with a case study from Japan during 2012-2015.