If anyone is curious as to where the markets go next…go look at other sovereign bonds for comparison. I think there is only one way this resolves: the other sovereigns sell off and get higher yields, the US bonds get lower yields and rally…and incidentally, the dollar shortage intensifies.
Coffee Break: Dolly Parton, the Dead Zone, Junk Food Addiction, and
Algorithmic Intelligence
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Part the First: Dolly Parton, American from an Old School. August 2026 was
the cruelest month for me in a long time. Dolly Parton died, to be closely
fol...
13 hours ago






