Yellen is on our mind. Given the increasingly politicized interplay (cancer) of central bank policy and so-called free market price

History is a funny thing, almost as funny as human nature. The policy makers, including their latest meme of “transitory

Below we look at the dark corner in which the Fed has placed themselves and investors: A one-way path toward

Jerome Powell is on my mind… Recently, however, I had some unabashed yet blunt fun calling out the staggering levels

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

If no one is talking (or reading) about the implications of the U.S. money supply, there may be a good,

When it comes to the topic of banking risk, well…one can only lean back in a chair, sigh and say:

For quite some time we have been warning about the rising shark fin of rising yields and rates. As of

The CPI lie is in full swing, and as promised last week, we will revisit the significance as well as

Below we look at precious metals, risk assets and the critical importance of negative real yields and the Fed’s unenviable