Macro Thoughts

  Below, we look at the reality behind surging earnings, unemployment and GDP growth. The Sell-Side Happy Faces I recently

  Below we look at the 2018 S&P earnings myth and the most recent real estate data from the Fed

  Below, we look at the main stream financial media, its bias toward spreading calm rather than reality, and the

  Below we look at the facts and numbers behind three great myths: 1) strong markets, 2) a robust trade

  Below, we look at the regrets of being too soon and too deep in cash, as well as recent

  Below we look at Asian Markets, the European Union, US Markets and the relationship between central banks, bonds, inflation,

  Below, we look at stocks, bonds, central banks, and the inevitable bursting of the market bubbles in which we

Italian bond market Below we look at the Italian bond market, the ECB and the over-all risks facing a global

  Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above,

The Gold Market Below we look at blunt reality, market elites and a common-sense case for the gold market .