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Bitcoin, Gold and Polo Ponies?

Market Reports

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Bitcoin

Bitcoin, Gold and Polo Ponies?

Below we compare Bitcoin with gold as: 1) a store of value, 2) a wealth preservation tool and 3) as

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COVID Lockdown

An Anti- COVID Lockdown / Hysteria Argument from Signals Matter

Below, we consider the COVID lockdown and why the evidence against continued COVID fear-mongering and knee-jerk policy reactions is mounting.

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real financial advice

Hope Floats as Market Stimulus Drifts

Below we look at market stimulus, hope vs. fear and all the reasons investors need a plan rather than a

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real financial advice

Back to the Future—Easy Market Predictions Confirmed

Below, we look at the silly but not-so-silly game of market predictions. For today’s report, I’ve decided to revisit a

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real financial advice

CBO Pulp Fiction & More Debt Ahead

Below we look at the latest data from the CBO (i.e. the Congressional Budget Office) and actually try to make

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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

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

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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EU Economy

Is the EU Economy Embarrassing the U.S.?

Below, we look at conditions in the EU economy and ask if things are better there than in the US.

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real financial advice

Portfolio Survival in the Backdrop of Social, Political and Financial Unrest

Portfolio survival is a part of personal survival for any of us who recognize that our future, our families and

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