Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too

Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below

The latest Fed signals are in. In a November 30th meeting before Congress, Jerome Powell finally confessed that inflation forces

The facts keep piling up, confirming that policy fibs are the new normal. In a recent article, I posed the

Recession & Inflation signs are mounting. With the possible exceptions of Bill Martin and Paul Volker, history will one day

The facts of a surreal yet broken (and hence increasingly controlled and desperate) financial system are becoming harder to deny

Will Powell taper today? Below, we look at what that means for precious metals, the economy and risk assets. Precious

Credit crunch ahead? Looking back on a long market history of boom-and-bust cycles, we’ve shown how bust after bust always

Crazy markets? Where to begin… Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context

Below we look at the dark corner in which the Fed has placed themselves and investors: A one-way path toward