Archive for November, 2020

Notes From Underground: November Podcast

November 24, 2020

Wishing all my readers a Happy Thanksgiving. I’m thankful for all my blessings in my life and for the engagement with my readers in these tumultuous times. Enjoy the podcast I recorded with Anthony Cruedele as we consider investment themes going forward.

Thankfully, Yra

Click here to listen to the podcast.

Notes From Underground: Yra and Gary Talk Deflation

November 6, 2020

On Wednesday, I had a long discussion over Zoom with the eminent Gary Shilling, courtesy of FRA. There is much we agree on but as my readers are aware, my view on a coming deflationary spiral is measured as a low probability outcome of the current financial and economic situation. If deflation were to take hold it would be deemed a major failure of FEDERAL RESERVE policy aided and abetted by 535 fools on Capitol Hill. Before getting to the PODCAST, I offer up this advice on this week of major macro-economic importance (and NO, NOT THE U.S. ELECTION). There were three central bank meetings this week: The Reserve Bank of Australia; the Bank of England; and the Fed.

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