Stuck in Another Disastrous Middle East War

Buying Bullsh*t In "4 Easy Payments"  Submitted by QTR's Fringe Finance I have been gently touching on what a horrible idea one sector has been since the inception of this blog. And just this week, it looks like cracks are starting to form in the space via one of its largest and most well-known publicly traded companies. As savings finally dry up, rates remain higher and auto loan/credit card delinquencies start rising, I wouldn’t be surprised to see a deluge of ugliness from these types of names in their next few quarterly reports. (Chart:...

The Commercial Real Estate Crisis Is Far From Over Submitted by QTR's Fringe FinanceI‘ve been harping on the problems in commercial real estate for years now, and one of the more interesting developments over the last several months has been how little anybody seems to be talking it them anymore.For a while, commercial real estate was supposedly going to bring down the banking system. Then the regional bank failures came and went, the Federal Reserve helped stabilize the financial system, and the market collectively decided that the problem had been...

A typical US tactic against a strategic target is to ‘boil the frog’ by slowly increasing the temperature of the water it is sitting it. The conflict in Ukraine is an good example for this. Hits against Russia, directed by the CIA, are escalated bit by bit while Russia is reluctant to more severe deterrence […]