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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.

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real financial advice

From Market Twilight Zone to Market Fantasy Zone

In the past, I’ve written about market Twilight Zones and Fed Dangers Zones, but at this point we’re essentially looking

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Investor's Podcast

Investor’s Podcast with Matthew Piepenburg

Below, we share the latest market insights from the Investor’s Podcast Network featuring Signals Matter co-founder, Matthew Piepenburg.

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2020 Market Review

A Visual 2020 Market Review

Below, I informally share my 2020 Market Review with a brief video to close a year none of us will

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real financial advice

Extinct Small Businesses, Portfolio Risk and More Polo Stories…

Small businesses, like the middle class who comprise them, are dying. This is not fable, but fact, and the implications

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real financial advice

COVID, Bezos, Serfs and Other Risks to America’s Economic Health

Below we look at  the currents impacting America’s economic health. The symptoms (and culprits) might surprise you. Biases It’s no

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Bitcoin

Bitcoin, Gold and Polo Ponies?

Below we compare Bitcoin with gold as: 1) a store of value, 2) a wealth preservation tool and 3) as

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real financial advice

Market Questions—Heading to Euphoria or Exhaustion?

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

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real financial advice

The Fed Killed Capitalism –What’s Next?

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

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real financial advice

Returning to Post-COVID Normal? Nope.

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

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real financial advice

COVID Fatigue, Rising Markets & Dinner at Sea

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

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