As heated headlines all point to the war in Ukraine, saber rattling is sadly a key topic once again. The

The housing bubble has not received as much attention as the stock and bond bubbles of late. As we’ve warned

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

We know how hard it can be to find smart portfolio solutions to navigate the macro, digest the micro, and

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too

Below, we look at 2022 markets and the converging market forces, policies and math which suggests US policy makers are

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below