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

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

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

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

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

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

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

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

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

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