by rosswcalvin | Nov 2, 2023 | Uncategorized
Off of a 5,000 year low in interest rates, a mean reversion is underway. Tangibles are being revalued over credit. The US dollar funding markets will likely never again be able to price risk correctly as a consequence of a debt saturation greater than any other period...
by rosswcalvin | Aug 10, 2022 | Geopolitics, Global Macro, Uncategorized
“The real problem is deflation. That is the opposite of inflation but equally serious to the borrower.” -Jack Kemp State control of currency creates hypercentralization. Cascading waves of malfeasance have ensued and will continue to. Private work in the...
by rosswcalvin | Oct 5, 2021 | Uncategorized
As the United States is at the lowest level of forward military deployment in 90 years, with an extreme aversion to new overseas involvement among conservative voters, the US as financial clearinghouse and security guarantor for global trade is receding rapidly....
by rosswcalvin | Aug 28, 2021 | Uncategorized
Obama’s inauguration was transformative. Bolivarian Marxists climbing the telephone poles, weeping in the streets for the forthcoming “Si se Puede” handouts. This was Peak America, or rather the peak of the corporate United States as a global force for good. American...
by rosswcalvin | Aug 17, 2021 | Bitcoin, Geopolitics, Global Macro, Uncategorized
10 Years I’m the first to contest that no biography is needed for the likes of me. But perhaps I can be useful as a kind of example. For almost ten years I plastered my face to the charts. Most of my 30’s and before. I didn’t get married. ‘How do I restore integrity?’...
by rosswcalvin | Jan 26, 2021 | Uncategorized
“One Moment in Annihilation’s waste, One moment of the Well of Life to taste!” -Khayyam The vast city, the dark train station, the narcotic trade, cement, high rise, anonymity. An ideology of loneliness pervades the modern scape. The world is more peopled...
