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Market Reports

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U.S. Bonds

Bad Banks Behaving Badly

Bad banks are bailing bad banks. Below, we take a quick look at a long problem. Ford’s Warning Many of

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U.S. Bonds

What SBF & the FTX Implosion Says about Us

Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates

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smart investing

Smart Investing: Play Where the Ball/Puck is Headed

From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of

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U.S. Bonds

Rising Bond Yields—The Latest Shark Fins Circling Our Markets

Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for

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U.S. Bonds

Three Ideas to Challenge Your Faith in American Markets

American markets are looking scarier than Halloween. For those familiar with our market reports, we endeavor to make the complex

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U.S. Bonds

More Pain Ahead as the Strong and Illiquid Dollar Makes the World Weak

We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid

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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

Powell’s Fed: Deaf to Reality, Honesty and the Average Joe

Below we track how Powell’s Fed serves far more as a problem (and cause of the problems) rather than a

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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

Despite DXY Highs, The USD is Fading

As the USD is fading in influence, it would be the understatement of the year to say that we live

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