Contrarian Reads

Q4 Mortgage Lending At Big Three Banks Plunges 20-30% Y/Y

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Yet Another Fed Study Concludes Phillip’s Curve Is Nonsense

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The Real Smoking Gun—NYT Story Shows FBI Retaliated Against Trump For Comey Firing

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Synchronized Global Growth, RIP! Europe And China Both Head Into Slump

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The Coming European Shock—Anti-Brussels Populist Upheaval Coming In May European Parliament Elections

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Mind The Global Economy—It’s Souring, Not Soaring

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The Myth of Natural Monopoly

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Hooray! Trump Wants To Withdraw From NATO, Too!

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The U.S. Market For CLOs And BOJ’s Wrecking Of The Japanese Debt Markets—The Hidden Connection

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How The Walrus Is Steering Trump To War With Iran

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