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Goldman Sachs & Bridgewater: All Hat, No Cowboy

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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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real financial advice

Signals (from the US Dollar) Matter

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

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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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real financial advice

The Ignored Spark of the Next Financial Crisis

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

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real financial advice

Signals Matter: Smart Portfolios for Crazy Markets

Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below

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real financial advice

Latest Treasury, Fed and BIS Reports Confirm: Fibbing is the New Normal

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

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real financial advice

How Long Can the Fed Keep Faking It?

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

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real financial advice

Taper Today? Ready for the Ride?

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

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real financial advice

Recessionary Signposts Pointing Toward Gold

Below we look at recessionary, inflationary and stagflationary signposts in the backdrop of rising debt as real rates slide inevitably

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