From Crazy Macros to Successful Portfolios

Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too

Below, we look at 2022 markets and the converging market forces, policies and math which suggests US policy makers are

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below

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

Below we look at the latest official fantasies from DC as well as the same ol’ big-boy gold manipulation tricks

The facts keep piling up, confirming that policy fibs are the new normal. In a recent article, I posed the

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

The facts of a surreal yet broken (and hence increasingly controlled and desperate) financial system are becoming harder to deny

Will Powell taper today? Below, we look at what that means for precious metals, the economy and risk assets. Precious