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Looking at EVERYTHING—Preparing for Historical Market Risk

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market risk

Looking at EVERYTHING—Preparing for Historical Market Risk

Market risk takes many forms, from stocks and bonds to politics, currencies and social fracturing. Below, we pause to look

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currency bubble

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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Greenspan

Blaming Greenspan—The Patient Zero of the Bubble Pandemic

Below, we consider two well-known names in modern markets, former Fed Chairman Alan Greenspan, and current value investing legend, Jeremy

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Market Chart

The One Market Chart that Explains Everything

  Below, we look at the one market chart that explains everything. I ask that you read this lengthy piece

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debt bubble

Market Reality—Debt Bubble Driven Fun Like College Kids with Credit Cards

Debt Bubble Driven Fun Like College Kids with Credit Cards Below I take a loonnngggg look at…well, just about everything…bonds,

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Real Estate Bubble

Real Estate Bubble: One More Symptom of a Sick Bond Market?

Real Estate Bubble What is a real estate bubbl e? Below, we look at the real estate bubble as yet

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Bond Bubble

Will This Bond Bubble Ever Pop?

Below, we look at the US debt, the Fed, the bloated bond bubble, our debt ceiling, inflation, real estate, interest

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Market History and US Debt, Part IV – From Bad LBO’s, Real Estate Bubbles and the 08 Crisis to Today’s Mess.

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

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US Debt Ceiling

Our Debt Ceiling: Where Market Bubbles Meet Political Bubbleheads.

The looming debt ceiling and current political gridlock (and White House tragic comedies) has me thinking less about politics and

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reality check

Reality Check? Flat GDP vs. Market Excess, Record-High PE Ratios and a Bond Bubble. Investor Beware?

The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best

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