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Bad Banks Behaving Badly

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U.S. Bonds

Bad Banks Behaving Badly

Bad banks are bailing bad banks. Below, we take a quick look at a long problem. Ford’s Warning Many of

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U.S. Bonds

What SBF & the FTX Implosion Says about Us

Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates

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smart investing

Smart Investing: Play Where the Ball/Puck is Headed

From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of

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U.S. Bonds

Three Ideas to Challenge Your Faith in American Markets

American markets are looking scarier than Halloween. For those familiar with our market reports, we endeavor to make the complex

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U.S. Bonds

More Pain Ahead as the Strong and Illiquid Dollar Makes the World Weak

We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid

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U.S. Bonds

The Open Failure of a Weaponized Dollar

A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the

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U.S. Bonds

Powell’s Fed: Deaf to Reality, Honesty and the Average Joe

Below we track how Powell’s Fed serves far more as a problem (and cause of the problems) rather than a

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U.S. Bonds

American Policy: Dangerously Planned or Just Accidentally Dumb?

American policy has been acting in ways which suggest either a desperate ignorance or a sinister restructuring of the national

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U.S. Bonds

Fed Confusion, Market Vol, Gold’s Rise and the Reality of Recession

This week, the bipolar Fed proved it can be a hawk and a dove at the same time as the

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U.S. Bonds

Powell: Seeking Deliberate Inflation?

Is deliberate inflation the Fed’s real aim? As repeated in numerous articles and interviews, global central banks in general, and

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