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Residential Real Estate Markets—Ticking Time Bomb?

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real financial advice

Residential Real Estate Markets—Ticking Time Bomb?

Below we look at residential real estate. As the world tilts ever more into the current Twilight Zone of rising

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real financial advice

Nailing Interest Rates to the Floor Through 2023—More Fed Stupid

Below we look at interest rates as a symbol of, well…stupid. Predictable is as Predictable Does In my last report

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real financial advice

Wicked Drunk Central Banks & Sober Investing: Avoiding a Market DUI

Below we look at drunk central banks and what this means for your money today and tomorrow, with a little

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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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