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Central Banks Distort Markets

A Story About Global Central Banks–The Policies Behind Deficit Financing, Market Bubbles, and Stalled GDP.

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

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U.S. Bonds

Fragile Bond Markets –One More Crack in a Cracked Market of Crazy Politics, “Healthy” Banks, a Delusional Federal Reserve, a Raging Stock Bubble and a Dying Retail, Junk Bond and Auto-Sector

 Feeling Crazy? Today’s broken markets consist of “healthy” commercial banks, a delusional central bank, a disruptive US President, a fractured

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U.S. Bonds

Signal This: Market Indicators from the Financial Sector, The Russell 2000, ETF Risks, and Real Estate Pricing.

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

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U.S. Bonds

Hawkish Sounds from the FMOC. Is the Market Listening?

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

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U.S. Bonds

Politics, Markets and the Mass Media—Which Leg of the Stool Breaks First?

                                       

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U.S. Bonds

Rising Interest Rates and the US Housing Market—A Pain in the Asset Class

  More Heads in the Sand As we watch donkeys and elephants daily chasing each other’s tails on the news,

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U.S. Bonds

It’s a Math Thing. How Ex-Items Accounting & Stock Buy-Backs Prove Over-Valuation in the S&P

Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we

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U.S. Bonds

Cutting Through Tax Cuts—A History of Avoiding Pain for Political Gain

The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets

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U.S. Bonds

Trusting Bond Market Signals Rather Than the Elites in Today’s Market Ride

    Feeling Uneasy? Do you sometimes wonder if this market feels a bit hard to trust? In law school,

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