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Politics

Our Blogs & Market Reports

COVID Lockdown

An Anti- COVID Lockdown / Hysteria Argument from Signals Matter

Below, we consider the COVID lockdown and why the evidence against continued COVID fear-mongering and knee-jerk policy reactions is mounting.

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The American Institute for Economic Research

The American Institute for Economic Research, Matt’s Advice to Policy-Makers: Tell the Truth

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

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IMF

The IMF Re-Set: Another Con-Job Masquerading as a Plan

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

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market stimulus

Hope Floats as Market Stimulus Drifts

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

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market predictions

Back to the Future—Easy Market Predictions Confirmed

Below, we look at the silly but not-so-silly game of market predictions. For today’s report, I’ve decided to revisit a

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CBO

CBO Pulp Fiction & More Debt Ahead

Below we look at the latest data from the CBO (i.e. the Congressional Budget Office) and actually try to make

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Dishonest Fed

Dwight Schrute, a Tactically Dishonest Fed and Perfektenschlag

Below we look at the serious topic (and lasting portfolio implications) of a tactically dishonest Fed with a little help

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income inequality

Polo Matches, Income Inequality, a Shaky Dollar and More Fantasy

Income inequality and polo matches are two concepts rarely found in the same sentence. I’m playing three weekends of polo

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portfolio survival

Portfolio Survival in the Backdrop of Social, Political and Financial Unrest

Portfolio survival is a part of personal survival for any of us who recognize that our future, our families and

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social unrest

Social Unrest: The Historical Correlation Between Financial Security and Social Stability

There’s a lot of social unrest these days, wouldn’t you agree? Apropos…It’s Bastille Day in France—the wine is flowing, the

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