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Macro Thoughts

Our Blogs & Market Reports

drunk central banks

Wicked Drunk Central Banks & Sober Investing: Avoiding a Market DUI

Below we look at drunk central banks and what this means for your money today and tomorrow, with a little

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traditional portfolios

Traditional Portfolios Are Scary—Here’s What Lies Beneath

Below, we look again at the dangers of traditional portfolio approaches to a non-traditional market. There’s nothing traditional about the

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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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market melt-up

Another Market Melt-Up Despite a Dead Economy? You Betchya.

Below we discuss the traits of a market melt-up in the backdrop of a global pandemic and recession. Sound crazy?

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inflation

Inflation and Policy Reactions—Another Fed Sucker Punch to Main Street

Below we tackle the inflation question square in the jaw, examining the various inflationary tailwinds and headwinds currently at play

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2020 summer markets

2020 Summer Markets: Report & Video

Thirty Minutes of Matt’s Goofy Face Yet Serious Thoughts on the 2020 Summer Markets For today’s market report, I’m doing

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Economic disaster

Does Paying for this Economic Disaster Lead to More Disaster?

Economic disaster is no longer an opinion. It’s a current reality. With 40% of our service economy on its knees,

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stock market

When Will the Stock Market Turn Nasty?

Wondering about the stock market after yet another volatile week of the surreal? Below, we look at what will make

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Q2 GDP

Q2 GDP—Oh Dear…

Today, at 8:30 am EST, the first official print on Q2 GDP came out and the drop was -32.9%. Before

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portfolio survival

Portfolio Survival in the Backdrop of Social, Political and Financial Unrest

Portfolio survival is a part of personal survival for any of us who recognize that our future, our families and

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