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Macro Thoughts

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real financial advice

COVID, Bezos, Serfs and Other Risks to America’s Economic Health

Below we look at  the currents impacting America’s economic health. The symptoms (and culprits) might surprise you. Biases It’s no

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Bitcoin

Bitcoin, Gold and Polo Ponies?

Below we compare Bitcoin with gold as: 1) a store of value, 2) a wealth preservation tool and 3) as

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real financial advice

Market Questions—Heading to Euphoria or Exhaustion?

Below we address key market questions as risk assets reach new highs against a tired buying cycle. Hedging Market Tops

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real financial advice

The Fed Killed Capitalism –What’s Next?

In March of this year, capitalism officially ended when the Fed began buying otherwise unwanted bond ETF’s directly from the

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real financial advice

Returning to Post-COVID Normal? Nope.

Below we look at the idea of “returning to a post-COVID normal” as COVID fatigue sets in. Hope springs eternal

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real financial advice

COVID Fatigue, Rising Markets & Dinner at Sea

Below we look at COVID fatigue, economic fatigue, rising markets and the Titanic’s dinner menu. COVID Fatigue… Traveling amidst temperature

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real financial advice

Bad Predictive Models & The Three Little Piggies

Below we look at the comical disaster of predictive models in everything from professional pollsters to market timers. What the

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real financial advice

The U.S. Dollar & Golden Advice

Below we look once again at the U.S. dollar. Certainty in a Time of Uncertainty Well…It’s now two days since

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The American Institute for Economic Research

The American Institute for Economic Research, Matt’s Advice to Policy-Makers: Tell the Truth

Below, we share a recent interview with the American Institute for Economic Research, wherein I give some direct advice to

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real financial advice

The IMF Re-Set: Another Con-Job Masquerading as a Plan

Below we look at the recent IMF call for a global currency re-set. Planned three years out, this IMF initiative

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