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Fed & US Markets Trapped in a Corner

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Fed & US Markets Trapped

Fed & US Markets Trapped in a Corner

Signals Matters News Letter: The Signals THAT Matter Broadly, the core and timeless principles behind the infrastructure of Signals Matter

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Market Conditions Improving

Is the Fed Beating Inflation? At What Cost?

Signals Matters News Letter: The Signals THAT Matter Thomas Lott, Portfolio Manager Broadly, the core and timeless principles behind the

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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

Powell’s Fed: Deaf to Reality, Honesty and the Average Joe

Below we track how Powell’s Fed serves far more as a problem (and cause of the problems) rather than a

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U.S. Bonds

Fed Confusion, Market Vol, Gold’s Rise and the Reality of Recession

This week, the bipolar Fed proved it can be a hawk and a dove at the same time as the

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U.S. Bonds

The Fed: No Good Options Left

The Fed has no good options left, which means investors need to be way ahead of the curve (ball) heading

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real financial advice

Fed Two-Stepping, Looming Yield Curve Controls (YCC) and A Painful Endgame Ahead

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

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real financial advice

Latest Fed Signals: Persistent Inflation, an Accelerated Taper & Volatility Ahead

The latest Fed signals are in. In a November 30th meeting before Congress, Jerome Powell finally confessed that inflation forces

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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

A Cornered Fed as Recession & Inflation Warnings Mount

Recession & Inflation signs are mounting. With the possible exceptions of Bill Martin and Paul Volker, history will one day

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