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China: Holding the U.S. Economy Hostage?

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U.S. Bonds

China: Holding the U.S. Economy Hostage?

Below we consider China holding as hostage a U.S. economy facing a showdown (corner) between tanking markets and ripping inflation.

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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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U.S. Bonds

The Politics of Dying Markets

We are seeing dying markets. Slowly at first, and then all at once. Unless, of course, the money printers return,

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U.S. Bonds

The Fed: No Good Options Left

The Fed has no good options left, which means investors need to be way ahead of the curve (ball) heading

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real financial advice

Fed Two-Stepping, Looming Yield Curve Controls (YCC) and A Painful Endgame Ahead

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

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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

Western Sanctions: Aimed at Putin, Shot in the Foot

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

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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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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

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real financial advice

2022 Markets: Monetary Checkers vs. Checkmate Realism

Below, we look at 2022 markets and the converging market forces, policies and math which suggests US policy makers are

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