We are seeing dying markets. Slowly at first, and then all at once. Unless, of course, the money printers return,

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

U.S. bonds are in serious trouble. Below we show you the facts not the drama. Safe-Haven? As US debt to

Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

We know how hard it can be to find smart portfolio solutions to navigate the macro, digest the micro, and

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

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

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