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Macro Thoughts

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U.S. Bonds

Despite DXY Highs, The USD is Fading

As the USD is fading in influence, it would be the understatement of the year to say that we live

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U.S. Bonds

American Policy: Dangerously Planned or Just Accidentally Dumb?

American policy has been acting in ways which suggest either a desperate ignorance or a sinister restructuring of the national

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U.S. Bonds

Recession Denial?

Current recession denial requires a shift to recession preparation. Once again, the US is facing a recession which Main Street

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U.S. Bonds

Powell: Seeking Deliberate Inflation?

Is deliberate inflation the Fed’s real aim? As repeated in numerous articles and interviews, global central banks in general, and

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U.S. Bonds

The U.S. Banana Republic — Expect More Inflation

What the U.S. in particular, and the West in general, are failing to confess is that today’s so-called Developed Economies

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U.S. Bonds

More Market Risk Ahead

If you think the current market risk hurts; it’s gonna get worse. The Big 4: Dead Bonds, Rising Yields, Tanking

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U.S. Bonds

Investor Warnings: We’re Gonna Need a Bigger Boat

As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP

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U.S. Bonds

China: Holding the U.S. Economy Hostage?

Below we consider China holding as hostage a U.S. economy facing a showdown (corner) between tanking markets and ripping inflation.

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U.S. Bonds

Gold, Stocks, the USD & the Rocky Road Ahead

Gold, stocks, the USD and markets in general are flipping and flopping like a dying fish on the dock. What

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real financial advice

Fed Two-Stepping, Looming Yield Curve Controls (YCC) and A Painful Endgame Ahead

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

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