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What SBF & the FTX Implosion Says about Us

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U.S. Bonds

What SBF & the FTX Implosion Says about Us

Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates

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U.S. Bonds

Rising Bond Yields—The Latest Shark Fins Circling Our Markets

Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for

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U.S. Bonds

Three Ideas to Challenge Your Faith in American Markets

American markets are looking scarier than Halloween. For those familiar with our market reports, we endeavor to make the complex

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U.S. Bonds

Brace Yourselves for the Real Meaning of “Softening Demand”

Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can

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U.S. Bonds

More Market Risk Ahead

If you think the current market risk hurts; it’s gonna get worse. The Big 4: Dead Bonds, Rising Yields, Tanking

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U.S. Bonds

Investor Warnings: We’re Gonna Need a Bigger Boat

As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP

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real financial advice

The Global Financial System Has Changed (And Gold is Reacting)

Unbeknownst to the highly one-sided media perspectives of late, the global financial system has changed. Despite massive price volatility of

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real financial advice

Ukrainian War: Sanctions vs. Sanity

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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real financial advice

War in Ukraine—Back to the Future?

As heated headlines all point to the war in Ukraine, saber rattling is sadly a key topic once again. The

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real financial advice

Uh-Oh: Rising Rates, Rising Shark Fins and Clueless Policies Collide

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

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