Macro Thoughts

Crazy markets? Where to begin… Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context

Yellen is on our mind. Given the increasingly politicized interplay (cancer) of central bank policy and so-called free market price

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

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

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

We all love market highs, but as informed investors, we need to consider other forces, as well as other arguments,

Folks, we are heading toward a command control economy. Good grief… Over the years I’ve written almost ad nauseum about

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

The CPI lie is in full swing, and as promised last week, we will revisit the significance as well as

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