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Macro Thoughts

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real financial advice

Making Sense of Yellen

Yellen is on our mind. Given the increasingly politicized interplay (cancer) of central bank policy and so-called free market price

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real financial advice

The “Transitory” Inflation Myth

History is a funny thing, almost as funny as human nature. The policy makers, including their latest meme of “transitory

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real financial advice

Portfolio Preparation: Tanking Markets or Fatal Inflation?

Below we look at the dark corner in which the Fed has placed themselves and investors: A one-way path toward

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real financial advice

Massive U.S. Money Supply: Too Big to Hide?

If no one is talking (or reading) about the implications of the U.S. money supply, there may be a good,

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real financial advice

Questioning the Financial Faith as Market Highs Continue

We all love market highs, but as informed investors, we need to consider other forces, as well as other arguments,

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real financial advice

Command Control Economy or Sudden Implosion?

Folks, we are heading toward a command control economy. Good grief… Over the years I’ve written almost ad nauseum about

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real financial advice

The New Shameless—From Musk to Powell

For quite some time we have been warning about the rising shark fin of rising yields and rates. As of

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real financial advice

Revisiting the CPI Lie

The CPI lie is in full swing, and as promised last week, we will revisit the significance as well as

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real financial advice

Negative Real Yields: A Precious Indicator for Precious Metals & Market Bubbles

Below we look at precious metals, risk assets and the critical importance of negative real yields and the Fed’s unenviable

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real financial advice

Market Delusion Goes Mainstream

Just over four years ago, as Bitcoin was making its first big moves in both price and public perception, John

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