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Macro Thoughts

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tariff war reality

Tariff War Reality – Part 1

Below, we look past the headlines and distractions and get to the tariff war reality. 20 shares Today’s headlines are

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U.S. Dollar Demand Means U.S. Dollar Strength

There are a number of forces at work creating extensive U.S. Dollar demand, which, as we discuss below, buys the

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MMT

MMT Myths–The Last Desperate Policy to Postpone Disaster

MMT, or “Modern Monetary Theory, is in vogue because desperation out of DC is reaching new highs. Below we deconstruct

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Summer stock market forecast

Market Charts We Use to Track Stock Direction

We use a litany of market charts and data points to better inform the probability of an up or downward

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Introducing the Signals Matter Storm Tracker Cash Allocation Tool

Below we look at cash allocation recommendations driven by our proprietary Storm Tracker tool. 23 shares This week my daughter

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Recession and Inflation Con-Job

There’s a recession and inflation con-job blowing at full speed. 15 shares There’s much talk these days about a future

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Chinese Growth

China’s REAL “Growth” Story Sends Ominous Message

  7 shares  China’s real growth story ain’t all it’s cracked up to be. The media cheerleaders are back at

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French Money Printing: A History Lesson in Crazy

Below we look at French Money printing circa 1793…You’ll quickly see a dangerous pattern similar to American politics, QE and

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unemployment lie

The Unemployment Lie

44 shares. Here we look bluntly at the unemployment lie that has been in play in US markets. The political

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Debt and Currency Risk Rising to the Surface: Another Case for Gold?

  Below we look at rising debt levels, the currency risk that follows central bank debt “solutions” and why gold

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