Below we consider COVID-19 insanity in the backdrop of our dying economy now in a lock-down straight jacket. Tremors, Quakes

My good friend, John C.,  once told me that no matter how sophisticated one’s understanding or investment convictions, they would

For those of you accustomed to our Market Reports, you already know that we back up what we think by

Signals Matters News Letter: The Signals THAT Matter Thomas Lott, Portfolio Manager Broadly, the core and timeless principles behind the

Market risk takes many forms, from stocks and bonds to politics, currencies and social fracturing. Below, we pause to look

The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and

Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.

The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can

As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.

Below, as we head into a new year, we consider a blender of simple math, sober facts and comical arrogance