Questions? Give us a call. 844-545-5050

Macro Thoughts

Market Reports

We Aim to Educate, Inspire and Inform

• Our Market Reports magnify what you need to know and are included in your Monthly Subscription.

• Reports cover bonds, central banks, foreign markets, macro thoughts, must reads, portfolio building and analytical tools, trade examples, recession protection, podcasts, videos, and so much more.

Join now | $97/month
Powell Faking It

Powell, the Fed and the Art of Faking It.

Below, we look at Jerome Powell’s recent capitulation to Wall Street, inflation reality, the danger of trusting the Fed and

Read More

US Pension Funds

Modern Markets & US Pension Funds Having a Gallipoli Moment.

  Below, we look at the historical parallels between prior military disasters and the current market calamity unfolding around us.

Read More

2018 Market Review

Thinking Hard About 2018 and the Year Ahead—Market Warnings.

  Below, we get philosophical and financial, looking back on the year that was 2018 and what its condition portends

Read More

December 2018 Markets

December 2018 Markets: The Shark Fin Gets Closer.

Below we take a first look at the December 2018 markets. Too Much Traveling… First, apologies for the delay in

Read More

Invest in a Bad Market

How to Invest in a Bad Market —Avoid the Waves, Paddle to the Safe Zones.

  Below, we look at the best way to invest in a bad market that offers far more risk than

Read More

Junk Bonds

The Sun is Setting on Junk Bonds…

Below, we re-cap market signals for the month of November, giving special attention to junk bonds (see video here as

Read More

wall street disaster

A Study in Heroes and Anti-Heroes: The Modern DC/ Wall Street Disaster

Wall Street Disaster Below, we look at the notion of heroes and anti-heroes in a market overly awash with one

Read More

debt iceberg

Titanic Markets Steaming Toward a Debt Iceberg

Below, we look beneath the waterline of record-high markets to reveal the debt iceberg directly off our economic bow. The

Read More

US Middle Class

The US Middle Class—Gone but Not Forgotten

  Below we look at the forgotten America, the US Middle Class. The Current America: War Hawks and Wall Street

Read More

Market Chart

The One Market Chart that Explains Everything

  Below, we look at the one market chart that explains everything. I ask that you read this lengthy piece

Read More