We know how hard it can be to find smart portfolio solutions to navigate the macro, digest the micro, and

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

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

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

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

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

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

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

The facts of a surreal yet broken (and hence increasingly controlled and desperate) financial system are becoming harder to deny

Will Powell taper today? Below, we look at what that means for precious metals, the economy and risk assets. Precious