Finance & Markets

Germany’s Industrial Crisis — Series Navigation Part 1 — Is Germany Actually Collapsing? The “Sick Man of Europe” Label Has Been Here Before Part 2 — Audi Town Is Broke, and the $2 Billion Profit Report Won’t Save It Part 3 — Germany’s Rivers Just Hit a 146-Year Low (you are here) Also related: The…

Should you buy a house, or keep renting? It’s one of those questions that never really goes away. Ask around and you’ll hear both sides shouted with total confidence: “Renting is throwing money away,” on one side, and “buying is the biggest financial trap of your life,” on the other. Here’s the problem — neither…

Series: 2026 Bond Market Crisis Introduction — The Bond Market Just Declared War on Washington Part 1 — What the 10-Year Treasury Is Really Telling Us Part 2 — The Treasury’s Band-Aid, and the History of Bond Market Discipline Part 3 — Who Gets Hurt First, and What to Do About It This is Part…

Series: 2026 Bond Market Crisis Introduction — The Bond Market Just Declared War on Washington Part 1 — What the 10-Year Treasury Is Really Telling Us Part 2 — The Treasury’s Band-Aid, and the History of Bond Market Discipline Part 3 — Who Gets Hurt First, and What to Do About It The Treasury’s Band-Aid,…

Series: 2026 Bond Market Crisis Introduction — The Bond Market Just Declared War on Washington Part 1 — What the 10-Year Treasury Is Really Telling Us Part 2 — The Treasury’s Band-Aid, and the History of Bond Market Discipline Part 3 — Who Gets Hurt First, and What to Do About It What the 10-Year…

Series: 2026 Bond Market Crisis Introduction — The Bond Market Just Declared War on Washington Part 1 — What the 10-Year Treasury Is Really Telling Us Part 2 — The Treasury’s Band-Aid, and the History of Bond Market Discipline Part 3 — Who Gets Hurt First, and What to Do About It This article is…

2-Part Series: Germany’s Industrial Crisis Part 1: Audi Town Is Broke — And the $2 Billion Profit Report Won’t Save It Part 2: Is Germany Actually Collapsing? What the “Sick Man of Europe” Label Keeps Getting Wrong (you are here) Is Germany Actually Collapsing? The “Sick Man of Europe” Label Has Been Here Before Broke…

2-Part Series: Germany’s Industrial Crisis Part 1: Audi Town Is Broke — And the $2 Billion Profit Report Won’t Save It (you are here) Part 2: Is Germany Actually Collapsing? What the “Sick Man of Europe” Label Keeps Getting Wrong → Audi Town Is Broke — And the $2 Billion Profit Report Won’t Save It…

A 3-part series on rebalancing, backtesting, and market timing: The Devil in the Portfolio — What Is Shannon’s Demon? I Backtested Shannon’s Demon on 20 Years of Real Data The Ten Days That Explain Everything In Part 2, I ran Shannon’s Demon and eight different trend-following systems against 20 years of real Nasdaq-100 data, and…

A 3-part series on rebalancing, backtesting, and market timing: The Devil in the Portfolio — What Is Shannon’s Demon? I Backtested Shannon’s Demon on 20 Years of Real Data The Ten Days That Explain Everything It Got Wrecked. In Part 1, I told you about Shannon’s Demon — the elegant idea that rebalancing between a…

A 3-part series on rebalancing, backtesting, and market timing: The Devil in the Portfolio — What Is Shannon’s Demon? I Backtested Shannon’s Demon on 20 Years of Real Data The Ten Days That Explain Everything The Devil in the Portfolio: What Is Shannon’s Demon? Meet Shannon’s Demon Picture a man in a Bell Labs office…

This is Part 6 of a 6-part retirement series: Is America Actually Prepared for Retirement? Eight Cracks in the American Retirement System How to Actually Prepare for Retirement in America Retirement in America Isn’t a Cliff Edge Beyond the 401(k) Growth vs. Income (this article) The Debate Every Retirement Portfolio Eventually Has to Settle A…

This is Part 5 of a 6-part retirement series: Is America Actually Prepared for Retirement? Eight Cracks in the American Retirement System How to Actually Prepare for Retirement in America Retirement in America Isn’t a Cliff Edge Beyond the 401(k) (this article) Growth vs. Income A Wall Street View of How Americans Actually Build Retirement…

This is Part 4 of a 6-part retirement series: Is America Actually Prepared for Retirement? Eight Cracks in the American Retirement System How to Actually Prepare for Retirement in America Retirement in America Isn’t a Cliff Edge (this article) Beyond the 401(k) Growth vs. Income What the Data Say, and What to Actually Do About…

This is Part 3 of a 6-part retirement series: Is America Actually Prepared for Retirement? Eight Cracks in the American Retirement System How to Actually Prepare for Retirement in America (this article) Retirement in America Isn’t a Cliff Edge Beyond the 401(k) Growth vs. Income A Fact-Checked Playbook The standard practical advice for U.S. retirement…

This is Part 2 of a 6-part retirement series: Is America Actually Prepared for Retirement? Eight Cracks in the American Retirement System (this article) How to Actually Prepare for Retirement in America Retirement in America Isn’t a Cliff Edge Beyond the 401(k) Growth vs. Income What the Data Actually Shows A fact-checked look at the…

This is Part 1 of a 6-part retirement series: Is America Actually Prepared for Retirement? (this article) Eight Cracks in the American Retirement System How to Actually Prepare for Retirement in America Retirement in America Isn’t a Cliff Edge Beyond the 401(k) Growth vs. Income A Fact-Check of the Global Rankings A data-grounded look at…

The Inside Story of Rebel Creamery’s $23.8 Million Collapse Rebel Creamery, the keto-friendly ice cream brand found in the freezer aisles of Walmart, Kroger, Target, and Safeway, filed for Chapter 11 bankruptcy protection on August 14, 2026, in the U.S. Bankruptcy Court for the District of Utah. The filing came just two days after Rebel…