Macro Thoughts

Below we look at American politics, QE and low-rate addiction based upon a French template –circa 1790–for the absurd. Same

  Below we look at rising debt levels, the currency risk that follows central bank debt “solutions” and why gold

Below, we look at Jerome Powell’s recent capitulation to Wall Street, inflation reality, the danger of trusting the Fed and

  Below, we look at the historical parallels between prior military disasters and the current market calamity unfolding around us.

  Below, we get philosophical and financial, looking back on the year that was 2018 and what its condition portends

Below we take a first look at the December 2018 markets. Too Much Traveling… First, apologies for the delay in

  Below, we look at the best way to invest in a bad market that offers far more risk than

Below, we re-cap market signals for the month of November, giving special attention to junk bonds (see video here as

Wall Street Disaster Below, we look at the notion of heroes and anti-heroes in a market overly awash with one

Below, we look beneath the waterline of record-high markets to reveal the debt iceberg directly off our economic bow. The