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Traditional Portfolios Are Scary—Here’s What Lies Beneath

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real financial advice

Traditional Portfolios Are Scary—Here’s What Lies Beneath

Below, we look again at the dangers of traditional portfolio approaches to a non-traditional market. There’s nothing traditional about the

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real financial advice

Dwight Schrute, a Tactically Dishonest Fed and Perfektenschlag

Below we look at the serious topic (and lasting portfolio implications) of a tactically dishonest Fed with a little help

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income inequality

Polo Matches, Income Inequality, a Shaky Dollar and More Fantasy

Income inequality and polo matches are two concepts rarely found in the same sentence. I’m playing three weekends of polo

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real financial advice

Another Market Melt-Up Despite a Dead Economy? You Betchya.

Below we discuss the traits of a market melt-up in the backdrop of a global pandemic and recession. Sound crazy?

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real financial advice

Inflation and Policy Reactions—Another Fed Sucker Punch to Main Street

Below we tackle the inflation question square in the jaw, examining the various inflationary tailwinds and headwinds currently at play

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real financial advice

The U.S. Bond Market—The Walking Dead. A Monster.

The U.S. bond market is dangerous. It’s fake, it’s fat and it’s ready to crawl and then bleed out, but

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real financial advice

Does Paying for this Economic Disaster Lead to More Disaster?

Economic disaster is no longer an opinion. It’s a current reality. With 40% of our service economy on its knees,

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real financial advice

When Will the Stock Market Turn Nasty?

Wondering about the stock market after yet another volatile week of the surreal? Below, we look at what will make

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real financial advice

Toxic Inflation, Toxic Love and Breaking Up with Bonds

Below, we look at how inflation can bring these dishonest markets to their knees and make one re-consider true love.

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real financial advice

Rising Markets, Tanking Economy—Why and Hmmm?

Below we explain the case for rising markets despite a tanking economy. In particular, we shed light on the case/argument

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