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

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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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U.S. Bonds

The Open Failure of a Weaponized Dollar

A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the

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Petrodollar

De-Dollarization and Petrodollar Rumblings—Uh Oh?

There are increasing signs of “uh-oh” in the world of the once-mighty Petrodollar. From Trigger Happy to Shot in the

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real financial advice

Signals (from the US Dollar) Matter

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

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real financial advice

Stanley Fischer, Inflation & More Dollar-Destroying Liquidity Ahead

Below we unpack the implications behind central bank gold purchases (rising), negative real yields (falling) and Stanley Fischer’s Fed-speak (cringing).

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real financial advice

The U.S. Dollar: Anything but Sensational

Below, we look at the U.S. Dollar with blunt rather than sensational intent. Sensationalism, like central bankers and policy makers,

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real financial advice

The U.S. Dollar & Golden Advice

Below we look once again at the U.S. dollar. Certainty in a Time of Uncertainty Well…It’s now two days since

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income inequality

Polo Matches, Income Inequality, a Shaky Dollar and More Fantasy

Income inequality and polo matches are two concepts rarely found in the same sentence. I’m playing three weekends of polo

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real financial advice

Will COVID-19 Infect the U.S. Dollar Cycle?

How will the U.S. Dollar cycle fair in a COVID-19 setting and why does this matter? Well, it matters a

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