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Petrodollar

De-Dollarization and Petrodollar Rumblings—Uh Oh?

There are increasing signs of “uh-oh” in the world of the once-mighty Petrodollar. From Trigger Happy to Shot in the

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Global Financial System

The Global Financial System Has Changed (And Gold is Reacting)

Unbeknownst to the highly one-sided media perspectives of late, the global financial system has changed. Despite massive price volatility of

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Ukrainian war

Ukrainian War: Sanctions vs. Sanity

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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war in Ukraine

War in Ukraine—Back to the Future?

As heated headlines all point to the war in Ukraine, saber rattling is sadly a key topic once again. The

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Housing Bubble

Don’t Forget that Housing Bubble

The housing bubble has not received as much attention as the stock and bond bubbles of late. As we’ve warned

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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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US Dollar

Signals (from the US Dollar) Matter

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

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successful portfolios

From Crazy Macros to Successful Portfolios

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

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