The Twilight Zone: Where Is Everybody?

(1) “[B]etween the pit of man’s fears and the summit of his knowledge.” (2) A world of fear. (3) Mad-cash-cow disease. (4) From reach for yield to dash for cash, to rebalancing into stocks, to snapping up distressed assets. (5) A pandemic of cabin fever. (6) MMT and QE on steroids. (7) Death-defying deficits. (8) From Weimar to Tokyo. (9) The Cold War between the US and China. (10) Investing in an era of crony capitalism. (11) Hooray: The shortage of distressed assets is over! (12) The lower depths from Maxim Gorky to Jules Verne.