A Havenstein Moment.

A Havenstein Moment.

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My "How we got here" thread
October 2017
Nov 11 • 
Rudy Havenstein
Tom Bodrovics
October 29, 2025
Nov 9 • 
Rudy Havenstein
1:18:13
The false security of consensus
Pure contempt.
Nov 9 • 
Rudy Havenstein

October 2025

The inflation number is not good.
Finding a new market for exit liquidity
Oct 31 • 
Rudy Havenstein
Kontrarian Korner
With Ben Kelleran
Oct 29 • 
Rudy Havenstein
1:32:06
Ron Paul in 2007
Republican Presidential Debate in South Carolina
Oct 27 • 
Rudy Havenstein
A Simulacrum of Language
The Inflation Mistake
Oct 23 • 
Rudy Havenstein
Losing track of what the economy is
Our markets have become casinos.
Oct 16 • 
Rudy Havenstein
Consumers are collapsing
Not the ones on CNBC though, yet.
Oct 5 • 
Rudy Havenstein
Zach Abraham
Forget it - he's rolling...
Oct 3 • 
Rudy Havenstein
1:17:08

September 2025

Sauve qui peut
A warning, not encouragement.
Sep 26 • 
Rudy Havenstein
The Sound of Silence
Central Bankers have no idea what they're doing
Sep 19 • 
Rudy Havenstein
© 2025 Rudy Havenstein, punching up.
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