Macro Thoughts

Below we address key market questions as risk assets reach new highs against a tired buying cycle. Hedging Market Tops

In March of this year, capitalism officially ended when the Fed began buying otherwise unwanted bond ETF’s directly from the

Below we look at the idea of “returning to a post-COVID normal” as COVID fatigue sets in. Hope springs eternal

Below we look at COVID fatigue, economic fatigue, rising markets and the Titanic’s dinner menu. COVID Fatigue… Traveling amidst temperature

Below we look at the comical disaster of predictive models in everything from professional pollsters to market timers. What the

Below we look once again at the U.S. dollar. Certainty in a Time of Uncertainty Well…It’s now two days since

Below, we share a recent interview with the American Institute for Economic Research, wherein I give some direct advice to

Below we look at the recent IMF call for a global currency re-set. Planned three years out, this IMF initiative

Below we revisit the key sword by which markets shall both live and die: Unsustainable U.S. debt. Rather than write

Below we look at market stimulus, hope vs. fear and all the reasons investors need a plan rather than a