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

War in Ukraine—Back to the Future?

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
real financial advice

War in Ukraine—Back to the Future?

As heated headlines all point to the war in Ukraine, saber rattling is sadly a key topic once again. The

Read More

real financial advice

Uh-Oh: Rising Rates, Rising Shark Fins and Clueless Policies Collide

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

Read More

real financial advice

Goldman Sachs & Bridgewater: All Hat, No Cowboy

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

Read More

real financial advice

Signals (from the US Dollar) Matter

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

Read More

successful portfolios

From Crazy Macros to Successful Portfolios

Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too

Read More

real financial advice

The Ignored Spark of the Next Financial Crisis

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

Read More

real financial advice

Latest Fed Signals: Persistent Inflation, an Accelerated Taper & Volatility Ahead

The latest Fed signals are in. In a November 30th meeting before Congress, Jerome Powell finally confessed that inflation forces

Read More

real financial advice

DC’s Fictional Inflation Strategy & More Legalized Gold Manipulation

Below we look at the latest official fantasies from DC as well as the same ol’ big-boy gold manipulation tricks

Read More

real financial advice

Latest Treasury, Fed and BIS Reports Confirm: Fibbing is the New Normal

The facts keep piling up, confirming that policy fibs are the new normal. In a recent article, I posed the

Read More

real financial advice

A Cornered Fed as Recession & Inflation Warnings Mount

Recession & Inflation signs are mounting. With the possible exceptions of Bill Martin and Paul Volker, history will one day

Read More