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

Macro Thoughts

Market Reports

We Aim to Educate, Inspire and Inform

• Our Market Reports magnify what you need to know and are included in your Monthly Subscription.

• Reports cover bonds, central banks, foreign markets, macro thoughts, must reads, portfolio building and analytical tools, trade examples, recession protection, podcasts, videos, and so much more.

Join now | $97/month
real financial advice

The Financial Media vs Debt Realism

As markets reach for new highs, no one–especially the financial media– is seeing the debt storm on the ground. 49

Read More

real financial advice

Revisiting Gold Investing

Gold investing remains on our minds, and we explain why below. 30 shares We’re on a journey together through a

Read More

real financial advice

Twilight Zone Markets

These are, well…Twilight Zone markets. Below, we explain why. 25 shares Last week was crazy in the markets, and this

Read More

real financial advice

Dollar Liquidity: The Euro Dollar Time Bomb No One Hears Ticking

Almost no one understands the dangers coming out of the Euro Dollar market and what the lack of liquidity (i.e.

Read More

real financial advice

Three Broken Legs: The Fed, Stock Buybacks & Passive Index Funds

Below, we look at the three broken legs keeping our broken market stool wobbling rather than falling. Hint: One of

Read More

real financial advice

When Will the Market Crash?

For months, we have been asked hundreds of questions. We’ve endeavored to address nearly every query we receive directly or

Read More

real financial advice

Black Swan in Saudi

Below we unpack the concept of a “black swan” and what this means for markets heading into autumn. 29 shares

Read More

real financial advice

Uncharted Territory – Tariff War Worsens

We are now seeing markets in uncharted territory as the tariff war worsens. 22 shares In our last column on compressed

Read More

real financial advice

Algorithm Markets and a Bumpy Autumn Ahead

In the modern struggle between old-school balance sheet fundamentals and computerized, trend-measuring “quants,” the robots seem to have won, as

Read More

real financial advice

Is This Our “Lehman Moment”?—Not Yet…

A week ago, the Fed lowered interest rates (for the first time in over a decade) and the White House

Read More