Questions? Give us a call. 844-545-5050

The Fed, The Warfare State and The Wall Street Bailout—Three Skunks in the American Woodpile.

Market Reports

We Aim to Educate, Inspire and Inform

• Our Market Reports magnify what you need to know and are included in your Monthly Subscription.

• Reports cover bonds, central banks, foreign markets, macro thoughts, must reads, portfolio building and analytical tools, trade examples, recession protection, podcasts, videos, and so much more.

Join now | $97/month
the Warfare State

The Fed, The Warfare State and The Wall Street Bailout—Three Skunks in the American Woodpile.

  Below we look at the Fed, the budget of the Warfare State and the post-08 Wall Street bailout to

Read More

October 2018 Market Volatility

October Market Volatility—The Real Story and The Bear to Come.

  Below, we look at the October market volatility in the context of interest rate reality (as opposed to stock

Read More

market myths vs facts

The Big Fat Myth: Surging Earnings, Unemployment and GDP Growth

  Below, we look at the reality behind surging earnings, unemployment and GDP growth. The Sell-Side Happy Faces I recently

Read More

More Market Fog: The S&P Earnings Myth and Single-Family Housing Lie

  Below we look at the 2018 S&P earnings myth and the most recent real estate data from the Fed

Read More

Blurring the Truth: Banking Risks and the Main Stream Financial Media

  Below, we look at the main stream financial media, its bias toward spreading calm rather than reality, and the

Read More

What it’s Like to be Really, Really Rich.

  Below I look at something other than, well: money. Below, I look at the memory of a young woman

Read More

Market Highs

Bull Markets Quietly Galloping Into an Eventual Massacre From Market Highs

  Below we look at the facts and numbers behind three great myths: 1) strong markets, 2) a robust trade

Read More

Going to Cash—Even Wayyyyyyy Too Early is Better than a Minute Too Late.

  Below, we look at the regrets of being too soon and too deep in cash, as well as recent

Read More

central bank

When Central Banks Stop Paying the Bar Tab—A Market Hangover Looms.

Central Bank Below we look at the Bank of Japan, the Fed, global central bank tightening, rising yields, currency hedging,

Read More