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By Nathan Lewis · Launched a year ago
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Let me read it first
The Global Sovereign Debt Crisis
Is It Time?
Nathan Lewis
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The Global Sovereign Debt Crisis
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Money Still Getting Tighter
Federal Reserve is still sucking up base money.
Nathan Lewis
Jun 27
11
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Money Still Getting Tighter
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Interviews with Druckenmiller, Dalio, Grantham
Not their first bear market.
Nathan Lewis
Jun 13
10
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Interviews with Druckenmiller, Dalio, Grantham
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The CPI and Bond Yields
Not necessarily related.
Nathan Lewis
Jun 4
11
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The CPI and Bond Yields
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G&R 1Q22 Letter; GMO Buys Oil; Profit Margin Compression On Deck
It's Still Early.
Nathan Lewis
May 23
11
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G&R 1Q22 Letter; GMO Buys Oil; Profit Margin Compression On Deck
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PL May 2022: Oil, Gas, Wheat, Corn
Summer of Molecules.
Nathan Lewis
May 20
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PL May 2022: Oil, Gas, Wheat, Corn
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Oil Producers Still Cheap; Tether Works; New Lows for the Euro
HODLing.
Nathan Lewis
May 12
10
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Oil Producers Still Cheap; Tether Works; New Lows for the Euro
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Greg Orrell Interview; Why Natural Gas Is Going From $7 to $30
It's been a great time not to own stocks and bonds.
Nathan Lewis
Apr 25
11
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Greg Orrell Interview; Why Natural Gas Is Going From $7 to $30
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