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No Fear in the Fear Index: The VIX vs. the Big, Bad Market Wolf

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howling wolf

No Fear in the Fear Index: The VIX vs. the Big, Bad Market Wolf

Lessons from Kindergarten Remember the story of the big bad wolf and the three little pigs? If not, it goes

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Portfolio Solutions

How Long Can “Rising” Markets Hide a Falling Economy?

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

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SVB

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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market chaos

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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Economic Distortion

Nothing is Real: A Pictorial Journey of Economic Distortion

Economic Distortion 101: When it comes to modern markets, risk assets and the now normalized yet twisted tango of fiscal

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Pinocchio Market

Tracking Facts, Charades and Solutions in a Pinocchio Market

Mark Twain once quipped that a lie can travel around the world faster than it takes the truth to put

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social unrest

Another Needed Look at Social Unrest

Occasionally we like to “re-heat” prior articles whose relevance and themes have stood a certain test of time. Today’s market

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Portfolio

To Buy or Not to Buy – That is (Always) the Question

These are Awkward Times Amid a global pandemic, stocks are hitting new highs. Should we buy into this rally? Hedge

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Bezos

COVID, Bezos, Serfs and Other Risks to America’s Economic Health

Below we look at  the currents impacting America’s economic health. The symptoms (and culprits) might surprise you. Biases It’s no

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IMF

The IMF Re-Set: Another Con-Job Masquerading as a Plan

Below we look at the recent IMF call for a global currency re-set. Planned three years out, this IMF initiative

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