Questions? Give us a call. 844-545-5050

Macro Thoughts

Our Market Reports

We Aim to Educate, Inspire and Inform

Market Reports are Free

Signals Matter Market Reports are free. Enjoy unlimited access to over 300 Reports. Add our companion Portfolio Solutions for just $97 monthly.

Join now | $97/month
Recession Signals

Recession Signals are Mounting

                    Signals Matter News Letter: The Signals THAT Matter    

Read More

market risk

Looking at EVERYTHING—Preparing for Historical Market Risk

Market risk takes many forms, from stocks and bonds to politics, currencies and social fracturing. Below, we pause to look

Read More


Making Common Sense of SVB and Yet Another Bank Crisis

The latest headlines, expanding by the day, are all pointing toward the ripple effect of Silicon Valley Bank (SVB) et

Read More

the USD

The USD Approaching a Waterloo Moment

The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and

Read More

embarrassing debt

Embarrassing Debt: Are Markets Doomed?

Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest

Read More

bond destruction

Bond Destruction + CPI Fiction = Market Confusion

Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.

Read More

global bond markets

Global Bond Markets : Neon-Flashing Warning Signs

The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can

Read More


Thoughts on Central Bank Digital Currencies, or CBDC

As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.

Read More

market chaos

Market Chaos: It’s Now Inevitable for 2023

Below, as we head into a new year, we consider a blender of simple math, sober facts and comical arrogance

Read More

currency bubble

A Titanic Currency Bubble—The Last Fed Bubble to Break

Below we track years of desperate yet deliberate central bank bubble creation (and can-kicking) to its ultimate end-game: A currency

Read More

Receive our latest Free Market Reports in your inbox as soon as published.