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portfolio construction

Re-Thinking Traditional Portfolio Construction

Given that there’s nothing traditional or at all normal about Fed-rigged,  post-08 markets, it only makes sense to re-think traditional

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yield compression

A Dangerous Yield Compression Waiting to Uncoil

Below we look at yield compression. And trust me: This is very important. 60 shares This will be a brief

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Austrian Bond

The 100-Year Austrian Bond – Pure Crazy

Below, we look at the implications behind a 100-year Austrian bond… 35 shares The global bond market is spiking, which

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buy gold

Buy Gold –Insurance In a Fiat World

For months, readers have been inundating us with questions about precious metals and whether or not they should buy gold.

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Warren Buffett

Warren Buffett Is Worried –Transportation Industry Woes

Now here’s something on the mind of  Warren Buffett that you may not have expected me to talk about today: The

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Algorithm Markets

Algorithm Markets and a Bumpy Autumn Ahead

In the modern struggle between old-school balance sheet fundamentals and computerized, trend-measuring “quants,” the robots seem to have won, as

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Lehman Brothers

Is This Our “Lehman Moment”?—Not Yet…

A week ago, the Fed lowered interest rates (for the first time in over a decade) and the White House

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Fed intervention

How Fed Intervention is Playing You

Folks, if you had any doubts about what drives our market, yesterday’s 25 basis point rate cut should now make

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Rigged to fail market

Rigged to Fail Market—What YOU Can Do in This New Abnormal

Below we list a number of fact-confirmed reasons why this market, currently enjoying a bull-run based on central bank support,

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Canadian bank risk

Canadian Bank Risk – Buyer Beware

Below, we look at Canadian Bank risk. 25 shares As the July 4 festivities gear up in the U.S., I’ve

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