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U.S. Markets: “It’s All Gonna Blow One Day, Ain’t It?”

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U.S. Markets: “It’s All Gonna Blow One Day, Ain’t It?”

U.S. markets are enjoying a dangerous tightrope walk with over-stimulation. Not too long ago I was chatting with an Australian

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US Pension Funds

Modern Markets & US Pension Funds Having a Gallipoli Moment.

  Below, we look at the historical parallels between prior military disasters and the current market calamity unfolding around us.

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2018 Market Review

Thinking Hard About 2018 and the Year Ahead—Market Warnings.

  Below, we get philosophical and financial, looking back on the year that was 2018 and what its condition portends

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December 2018 Markets

December 2018 Markets: The Shark Fin Gets Closer.

Below we take a first look at the December 2018 markets. Too Much Traveling… First, apologies for the delay in

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debt iceberg

Titanic Markets Steaming Toward a Debt Iceberg

Below, we look beneath the waterline of record-high markets to reveal the debt iceberg directly off our economic bow. The

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Market Chart

The One Market Chart that Explains Everything

  Below, we look at the one market chart that explains everything. I ask that you read this lengthy piece

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The $1.8T Bond Wave— Explaining the October 2018 Volatility

 In this « wave-side » vidéo, Matt cuts through the media noise and gets straight to the point on

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October 2018 Market Volatility

October Market Volatility—The Real Story and The Bear to Come.

  Below, we look at the October market volatility in the context of interest rate reality (as opposed to stock

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More Market Fog: The S&P Earnings Myth and Single-Family Housing Lie

  Below we look at the 2018 S&P earnings myth and the most recent real estate data from the Fed

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Market Highs

Bull Markets Quietly Galloping Into an Eventual Massacre From Market Highs

  Below we look at the facts and numbers behind three great myths: 1) strong markets, 2) a robust trade

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