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Transitory Inflation

The “Transitory” Inflation Myth

History is a funny thing, almost as funny as human nature. The policy makers, including their latest meme of “transitory

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Inflation or Tanking Markets

Portfolio Preparation: Tanking Markets or Fatal Inflation?

Below we look at the dark corner in which the Fed has placed themselves and investors: A one-way path toward

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Is Your Portfolio Safe

Is Your Portfolio Safe?

This summer’s markets are staring down the barrel of great risk and very little reward; portfolio safety will hinge entirely

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Powell

We Are Laughing at Powell

Jerome Powell is on my mind… Recently, however, I had some unabashed yet blunt fun calling out the staggering levels

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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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U.S. Money Supply

Massive U.S. Money Supply: Too Big to Hide?

If no one is talking (or reading) about the implications of the U.S. money supply, there may be a good,

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Musk

The New Shameless—From Musk to Powell

For quite some time we have been warning about the rising shark fin of rising yields and rates. As of

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precious metals

Negative Real Yields: A Precious Indicator for Precious Metals & Market Bubbles

Below we look at precious metals, risk assets and the critical importance of negative real yields and the Fed’s unenviable

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Market delusion

Market Delusion Goes Mainstream

Just over four years ago, as Bitcoin was making its first big moves in both price and public perception, John

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yield curve control

Losing Control of Yield Curve Controls

Yield Curve Control–Looking Behind the Labels Regardless of one’s politics, most would agree that extremely complex issues are typically given

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