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
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

CBDC

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

SBF

What SBF & the FTX Implosion Says about Us

Below I offer some admittedly biased social commentary on SBF and the FTX implosion that goes beyond just crypto debates

Read More

smart investing

Smart Investing: Play Where the Ball/Puck is Headed

From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of

Read More

illiquid Dollar

More Pain Ahead as the Strong and Illiquid Dollar Makes the World Weak

We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid

Read More

weaponized dollar

The Open Failure of a Weaponized Dollar

A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the

Read More

the USD

Despite DXY Highs, The USD is Fading

As the USD is fading in influence, it would be the understatement of the year to say that we live

Read More

American Policy

American Policy: Dangerously Planned or Just Accidentally Dumb?

American policy has been acting in ways which suggest either a desperate ignorance or a sinister restructuring of the national

Read More

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