The daily playbook from Graham Summers, MBA, the strategist who coined "the Everything Bubble." Where Washington policy, central banks and critical minerals meet the markets.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 476 | Founded | 2 years ago | Last Issue | 4 days ago |
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The Everything Bubble Is Bursting Where I Said It Would
In 2014, I coined a term to describe what the Federal Reserve was doing to the financial system: the Everything Bubble.
Three years later, I wrote the book on it. Literally. The Everything Bubble: The Endgame for Central Bank Policy explai...
Cheap Drones, Costly Chokepoints: A New Layer of Inflation
Many of Ukraine’s long-range drones cost between $20,000 and $100,000, according to public estimates.
When one gets through, it can knock out refinery equipment that takes months to replace.
That cost math is the most important economic d...
Why Did Treasury Just Hire the Architect of the Gold-Backed Bond?
In late September, Treasury Secretary Scott Bessent brought Judy Shelton into his office as Counselor to the Secretary.
Most of the coverage treated it as a personnel note about a longtime gold advocate. I think the more useful question is...
Why Stocks Might Be Bottoming Right Here and Now
The stock market is at an important crossroads.
The stock market is at an important crossroads.
Cheap Drones, Expensive Oil: The New Math of Chokepoints
Seven months ago, Iran closed the Strait of Hormuz and the oil market assumed the Gulf would be hostage until the war ended.
This week the data came in, and the map has flipped.
According to Kpler’s tanker tracking through September 28, c...
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Graham Summers, MBA coined the term "the Everything Bubble" in 2014. Macroeconomics Fellow at the Homeland Defense Institute and best-selling author covering central bank policy, critical minerals, and national security.
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