It’s the End of Currency as We Know It

The welfare of humanity is always the alibi of tyrants.
– Albert Camus

Before I get into this note, I want to take a couple of lines to explain the primary purpose of this piece going forward.  These emails will be entirely dedicated to my macro musings and there will be little if any mention of individual stocks and securities.  This is simply due to the fact that I am going to be trading and investing more of less full-time and to recommend or disparage individual names on a frequent basis may just cause more problems than it is worth.  That said, I will be commenting on sectors and subsectors of stocks on a regular basis.  Now that I am on my own I will also pull less punches than I did before and as such the commentary may be more politically charged.  Some of what I say may prove objectionable to some on the list and I am entirely cognizant of this fact.  This list is very extensive at this stage and I fully expect it to be whittled down as time progresses.  Please do not hesitate to request your removal from the list.  I will not be offended.  I am not trying to please anyone, rather my intention is to provide as intellectually honest a macro perspective as I can from my worldview.  I hope that you find my commentary useful and entertaining but more than anything else I am writing all of this because I am deeply concerned about the future.  I see extraordinarily dangerous times ahead if we do not reverse the course our current set of global leaders is on before it is too late.  So without further ado…

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