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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

Systemic Risk Meets a Global Mess: R U Prepared?

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

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real financial advice

Uh-Oh: Rising Rates, Rising Shark Fins and Clueless Policies Collide

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

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real financial advice

Goldman Sachs & Bridgewater: All Hat, No Cowboy

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

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successful portfolios

From Crazy Macros to Successful Portfolios

Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too

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real financial advice

Signals Matter: Smart Portfolios for Crazy Markets

Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below

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real financial advice

Distraction as Policy While the Zombie Economy Stumbles

Desperation and distraction are masquerading as policy for a zombie economy. Below we see how and why—and at what cost.

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real financial advice

Six Reality-Checks for Crazy Markets

Crazy markets? Where to begin… Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context

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real financial advice

Sick of the Bitcoin vs. Gold Debate?

Bitcoin had a bad day today. Gold looked a little healthier…   Does this mean gold is better than BTC?

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real financial advice

Blaming Greenspan—The Patient Zero of the Bubble Pandemic

Below, we consider two well-known names in modern markets, former Fed Chairman Alan Greenspan, and current value investing legend, Jeremy

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