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Thomas Massie Was Right in 2020—And America Paid the Price for Ignoring Him
By Sean Dempsey, 3/13/25 Congressman Thomas Massie is once again standing as one of the last true fiscal warriors in Washington, boldly opposing yet another reckless Continuing Resolution (CR) that will further drown America in unsustainable debt. And make no mistake—Massie has been right before, even when it was unpopular. Massie Was Right in 2020—And America Paid […]
The Real Cause of Rising Commodity Prices: Inflation, Not a Bubble
By Sean Dempsey, 3/19/25 This is a response to Max Baecker’s terribly misguided recent piece in Forbes. The Real Cause of Rising Commodity Prices: Inflation, Not a Bubble The surge in commodity prices today is not the result of a speculative bubble but rather a direct consequence of inflation caused by a massive expansion of […]
Yen Carry Trade
The biggest systemic risk to markets right now. Will it be the pin to pop the “everything bubble?” The yen carry trade has long been the financial world’s favorite magic trick: borrow yen at 0%, sell it for dollars, then plow the proceeds into whatever shiny thing is booming that month: U.S. tech stocks, crypto, […]


