Systemic risk is literally everywhere. As central bankers play checkers on a global debt chessboard, we see below how policy

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

There are increasing signs of “uh-oh” in the world of the once-mighty Petrodollar. From Trigger Happy to Shot in the

Unbeknownst to the highly one-sided media perspectives of late, the global financial system has changed. Despite massive price volatility of

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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

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