Macro Thoughts

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

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

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

Below we look at recessionary, inflationary and stagflationary signposts in the backdrop of rising debt as real rates slide inevitably

Desperation and distraction are masquerading as policy for a zombie economy. Below we see how and why—and at what cost.