The Debt Problem. It can only be solved by a Crisis that is not expected.
https://www.weeklystandard.com/james-grant/congress-is-plenty-bipartisan-when-it-comes-to-ignoring-the-national-debt
Special Report: Oil Prices and the Transition to New Cycle
http://www.pineconemacro.com/uploads/2/8/3/3/28331049/pinecone_macro_special_report_-_oil_and_the_super_cycle.pdf
When facts change one should also change their opinion.
https://www.themacrotourist.com/posts/2019/01/08/fed/
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