Economic Analysis
Economic and financial commentary by Truman Factor’s staff and contributing analysts.
If you are going to «play the wild and crazy guy» scenario – every once in a while you have to act «wild and crazy»
Announcing a default on the PSI bonds on February 24th could shake up the players…
Ukraine denouement
Will future American historians talk of who lost Europe rather than who lost Russia?…
In America, Government Pays You Interest. In Switzerland, You Pay Government
The Swiss banks and many others have just taken dreadful losses. Perhaps the damage can be concealed for a while longer. Expect more defaults.…
Crude Oil Supply and Demand
With the endless rumors of deals that explain the move, we thought we would look at the spreads.…
A Signal of Coming Collapse
A currency collapse is the total wipeout of debt denominated in that currency. …
Why is the Gold Standard Urgent?
There will be no recovery while our monetary cancer rages, unchecked. We must rediscover the gold standard, which is the only cure.…
Argentina’s Default: A Devastating Lesson in Unfunded Government Liabilities
Argentina's central planners have pursued a slew of defunct monetary policies of the Keynesian, Monetarist and Mercantilist variety. Repeated default is the fruit of that labor.…
The Lazy 1970’s vs. the Frenetic 2000’s
Instead of zeroing in on prices, we should be looking at the enormous distortions of our centrally banked irredeemable currency.…
Piketty’s Wealth Gap Wake Up
Karl Fitzgerald of Renegade Economists and Michael Hudson review Thomas Piketty's new book…
