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What SBF & the FTX Implosion Says about Us

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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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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 U.S. Banana Republic — Expect More Inflation

What the U.S. in particular, and the West in general, are failing to confess is that today’s so-called Developed Economies

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U.S. Bonds

Gold, Stocks, the USD & the Rocky Road Ahead

Gold, stocks, the USD and markets in general are flipping and flopping like a dying fish on the dock. What

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real financial advice

Yield Curve Warnings: Recession Inevitable?

Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you

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real financial advice

The Global Financial System Has Changed (And Gold is Reacting)

Unbeknownst to the highly one-sided media perspectives of late, the global financial system has changed. Despite massive price volatility of

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real financial advice

Ukrainian War: Sanctions vs. Sanity

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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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

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real financial advice

Don’t Forget that Housing Bubble

The housing bubble has not received as much attention as the stock and bond bubbles of late. As we’ve warned

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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

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