Atlas of One
Latest articles
View all- This debt crisis will most likely never have a default day: the books will be settled by printing, and the price is purchasing power. Record yields, a weakening dollar and surging gold — markets are already pricing dollar debasement.
- A line-by-line review of two signals identified in April: the M1 turn and the market's final rally. The abrupt reversal after the growth-to-value ratio reached a historic 2.43 extreme was not a surprise; it was the script playing out.
- The rebound in M1 growth explained the previous leg of the A-share rally and also suggests that the current advance is closer to a final liquidity-driven push.