
The Fed Will Do It Again. That's the Problem.
An obituary for the 39-year bond bull market (1981-2020) - and a map of the regime that killed it. And why QE will not save us the next time.
Macro Strategist @ Swissblock | Creator of the Zeberg Macro Navigation Framework™ | FORBES Cover and Columnist | Speaker at AIM Summit & Global Investment Forums | TED Speaker | Author
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An obituary for the 39-year bond bull market (1981-2020) - and a map of the regime that killed it. And why QE will not save us the next time.

China wrote the manual for defeating America. The US Vice President just recited from it.

Watch now | Markets are still rejoicing. And they will continue to for some time. In fact, the Crypto market seems to be coiling. The final rotation into Crypto could begin any moment.

Copper sits at an all-time high, But the metal with a Ph.D. in economics is not certifying a boom. It is making the same misdiagnosis it made in July 2008. The Cycle has already turned

Why 2022 broke 60/40 - and what replaces it

When the Fed stops caring about inflation - and why that moment may be closer than the market thinks

The Crash Came. The Bounce Is Here. The Buy of a Generation Lies Below.

A SPECIAL TREAT today: The US Job Market is in severe deterioration. Market not topping yet. The final surge will be driven by the market understanding, that the FED must become DOVISH.

The economy has seasons. Almost no portfolio does. Now the season can be measured - and forty years of data show what that is worth.

Watch now | Equities will set off on a Massive Rally - similar to the Rally from End of March 2026. And Crypto will follow. Euphoria will be massive! And then... it will End.