For quite some time we have been warning about the rising shark fin of rising yields and rates. As of

The CPI lie is in full swing, and as promised last week, we will revisit the significance as well as

Below we look at precious metals, risk assets and the critical importance of negative real yields and the Fed’s unenviable

Just over four years ago, as Bitcoin was making its first big moves in both price and public perception, John

Yield Curve Control–Looking Behind the Labels Regardless of one’s politics, most would agree that extremely complex issues are typically given

Still rigged to fail markets. Back in July of 2019 we published a lengthy market report, Rigged to Fail, to

Below we look at Tesla in the broader context of bubbles in general and tech growth stocks in particular. Bubbles

These are Awkward Times Amid a global pandemic, stocks are hitting new highs. Should we buy into this rally? Hedge

Below we address key market questions as risk assets reach new highs against a tired buying cycle. Hedging Market Tops

Below we look at the idea of “returning to a post-COVID normal” as COVID fatigue sets in. Hope springs eternal