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Softening Demand

Brace Yourselves for the Real Meaning of “Softening Demand”

Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can

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market risk

More Market Risk Ahead

If you think the current market risk hurts; it’s gonna get worse. The Big 4: Dead Bonds, Rising Yields, Tanking

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investor warnings

Investor Warnings: We’re Gonna Need a Bigger Boat

As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP

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Dying markets

The Politics of Dying Markets

We are seeing dying markets. Slowly at first, and then all at once. Unless, of course, the money printers return,

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The Fed

The Fed: No Good Options Left

The Fed has no good options left, which means investors need to be way ahead of the curve (ball) heading

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U.S. bonds

Tanking U.S. Bonds : A Study in Gravity vs. Central Banking

U.S. bonds are in serious trouble. Below we show you the facts not the drama. Safe-Haven? As US debt to

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Yield Curve

Yield Curve Warnings: Recession Inevitable?

Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you

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rising rates

Uh-Oh: Rising Rates, Rising Shark Fins and Clueless Policies Collide

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

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smart portfolio solutions

Smart Portfolio Solutions for Weird Markets

We know how hard it can be to find smart portfolio solutions to navigate the macro, digest the micro, and

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Godman Sachs

Goldman Sachs & Bridgewater: All Hat, No Cowboy

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

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