September 2019 | Signals Matter

The Ongoing Repo Question – More Proof of a Rigged to Fail Market

Repo Market

The Ongoing Repo Question – More Proof of a Rigged to Fail Market

54 shares In the wake of last week’s repo market panic, I realized that there is much more to be

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Three Legs of a Broken Market Stool

40 shares We’re enjoying your comments and questions – especially one that essentially reads, “What’s holding these markets up with

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The Saudi Arabia Black Swan: What It Means for this Fall’s Markets

29 shares By Sunday morning last, the smoke rising from drone attacks on Aramco’s oil production facilities in Saudi Arabia

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Whenever It Hits—The Next Recession Will be GLOBAL

28 shares Welcome back to What’s Happening Now, your weekly guide to what’s going on right now and why it matters to

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The “Perfect Pension Storm” Part II

28 shares Last Friday, we dove into the U.S. Pension Fund Disaster, where we set up the backdrop for how pension funds can

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Netflix

How Low Rates Inflate Your Favorite Stocks: Revisiting Netflix…

18 shares The relationship between low rates and inflated stock prices is dangerous, and that danger is likely impacting your

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This “Perfect Pension Storm” Part I

33 shares There’s no way to beat around the bush with this: Pension funds across the country are massively underfunded,

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Italian Bonds

No One’s Looking at Italy – Here’s Why That’s a Mistake

51 shares Italian yields have recently lost their minds and will directly impact the sanity of U.S. wallets if you’re

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tariffs and Fed

You’ve Entered Uncharted Territory – Here’s Why the Tariff Situation is Getting Worse

12 shares Welcome back to What’s Happening Now, your weekly guide to what’s going on right now and why it matters to you – and

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