Felix Nikolas Prehn: How Governments Shrink Debt By Making Money Weaker

We lay out what it means when a US president says inflation can “pay off” the national debt and why that turns savers into the funding source. We break down financial repression, the deadline created by high rates, and how to choose the side of...

Felix Nikolas Prehn: Why High Oil Prices Can Boost American Stocks

Scary headlines sound like a sell signal, but I walk through the “second half” of each story and why it can point to opportunity instead of panic. I connect oil, housing, Fed policy, investor fear, and money supply to one simple question: which...

Felix Nikolas Prehn: Mortgage Rates Hit 7.45%

We connect the sudden jump in US mortgage rates to the bond market and lay out why the Fed can look tough while inflation pressures keep building underneath. We also explain how a change to the PCE inflation calculation and quiet Treasury liqui...

Felix Nikolas Prehn: Bond Yields Are Rewriting Your Life

The Inflation Trap

We connect a 44-year low in the Strategic Petroleum Reserve to a larger setup that looks like manufactured calm today and a harsher inflation bill later. We also trace how debt buybacks, private-market megavaluations, and stock market concentra...