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Making Common Sense of SVB and Yet Another Bank Crisis

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U.S. Bonds

Making Common Sense of SVB and Yet Another Bank Crisis

The latest headlines, expanding by the day, are all pointing toward the ripple effect of Silicon Valley Bank (SVB) et

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U.S. Bonds

The USD Approaching a Waterloo Moment

The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and

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U.S. Bonds

Embarrassing Debt: Are Markets Doomed?

Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest

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U.S. Bonds

Thoughts on Central Bank Digital Currencies, or CBDC

As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.

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U.S. Bonds

OUR NEW YEAR’S RESOLUTION AT SIGNALS MATTER

Like many, we at Signals Matter see each New Year as an opportunity to look back, confirm best practices, learn

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U.S. Bonds

Market Chaos: It’s Now Inevitable for 2023

Below, as we head into a new year, we consider a blender of simple math, sober facts and comical arrogance

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U.S. Bonds

A Titanic Currency Bubble—The Last Fed Bubble to Break

Below we track years of desperate yet deliberate central bank bubble creation (and can-kicking) to its ultimate end-game: A currency

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U.S. Bonds

Bad Banks Behaving Badly

Bad banks are bailing bad banks. Below, we take a quick look at a long problem. Ford’s Warning Many of

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smart investing

Smart Investing: Play Where the Ball/Puck is Headed

From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of

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U.S. Bonds

More Pain Ahead as the Strong and Illiquid Dollar Makes the World Weak

We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid

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