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U.S. Bonds

The Open Failure of a Weaponized Dollar

A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the

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U.S. Bonds

Brace Yourselves for the Real Meaning of “Softening Demand”

Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can

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U.S. Bonds

More Market Risk Ahead

If you think the current market risk hurts; it’s gonna get worse. The Big 4: Dead Bonds, Rising Yields, Tanking

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U.S. Bonds

Investor Warnings: We’re Gonna Need a Bigger Boat

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

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U.S. Bonds

The Politics of Dying Markets

We are seeing dying markets. Slowly at first, and then all at once. Unless, of course, the money printers return,

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U.S. Bonds

The Fed: No Good Options Left

The Fed has no good options left, which means investors need to be way ahead of the curve (ball) heading

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U.S. Bonds

Tanking U.S. Bonds : A Study in Gravity vs. Central Banking

U.S. bonds are in serious trouble. Below we show you the facts not the drama. Safe-Haven? As US debt to

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real financial advice

Yield Curve Warnings: Recession Inevitable?

Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you

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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

Smart Portfolio Solutions for Weird Markets

We know how hard it can be to find smart portfolio solutions to navigate the macro, digest the micro, and

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