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Macro Thoughts

Our Blogs & Market Reports

crazy markets

Six Reality-Checks for Crazy Markets

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

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Yellen

Making Sense of Yellen

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

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Transitory Inflation

The “Transitory” Inflation Myth

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

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Inflation or Tanking Markets

Portfolio Preparation: Tanking Markets or Fatal Inflation?

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

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U.S. Money Supply

Massive U.S. Money Supply: Too Big to Hide?

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

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market highs

Questioning the Financial Faith as Market Highs Continue

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

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command control economy

Command Control Economy or Sudden Implosion?

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

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Musk

The New Shameless—From Musk to Powell

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

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CPI lie

Revisiting the CPI Lie

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

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precious metals

Negative Real Yields: A Precious Indicator for Precious Metals & Market Bubbles

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

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