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Owning the future
Valuations out of control but liquidity good
Aug 24
•
Tim Duggan
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Owning the future
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CPI Heating up
Inflation bubbling on the stove
Aug 17
•
Tim Duggan
2
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CPI Heating up
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The Great Industrial Reversal
In this report: When was America great, how it imploded and why they want it back.
Aug 10
•
Tim Duggan
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The Great Industrial Reversal
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2
Game of numbers
One revision to ruin them all
Aug 3
•
Tim Duggan
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Game of numbers
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July 2025
No tariff impact
Yet........
Jul 27
•
Tim Duggan
4
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No tariff impact
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June 2025
Taking a break
Hello VWAPPERS from The Ozarks.
Jun 28
•
Tim Duggan
2
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Taking a break
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Alternative Investments
60/40 Portfolios suck ass
Jun 23
•
Tim Duggan
2
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Alternative Investments
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The Debt Game
Why 60/40 Portfolios Fail & How War Destroys Debt
Jun 22
•
Tim Duggan
1
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The Debt Game
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Hypersonic War video
Jun 17
•
Tim Duggan
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Hypersonic War video
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11:10
Hypersonic War
In this report:
Jun 15
•
Tim Duggan
3
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Hypersonic War
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QE Lite video
A lot of US bonds this week
Jun 9
•
Tim Duggan
1
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QE Lite video
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12:31
QE Lite
Largest bond re-purchase in U.S. history
Jun 8
•
Tim Duggan
5
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QE Lite
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