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Dwight Schrute, a Tactically Dishonest Fed and Perfektenschlag

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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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Q2 GDP

Q2 GDP—Oh Dear…

Today, at 8:30 am EST, the first official print on Q2 GDP came out and the drop was -32.9%. Before

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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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market reality

Market Reality Explained in Four Blunt Charts

Market reality seems increasingly draped in market noise. This means many investors feel helpless. As Always, the Media is Clueless

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2020 Recession

The 2020 Recession—Fed Market Support as Economies Rot from Within

In the surreal backdrop of Fed-doped markets rising against the currents of an official 2020 recession, a once hidden yet

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market future

The Not-So-Mysterious (and Rigged) Market Future

For Tom and I, the market’s future trend towards yet another “uh-oh” moment is clear, but the date of its

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Big Market Questions

The Big Market Questions: Stocks, Inflation, Deflation, Stagflation, Gold and Bonds

Stagflation ahead? Deflation? Inflation? Will stocks hit new highs or new lows? What about gold? Are bonds safe going forward?

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post-Covid rebound

How Will the Post-Covid Rebound Play Out?

As we head into May and a state-by-state phasing out of lockdowns, many are wondering what a post-Covid rebound might

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Wall Street Socialism

Wall Street Socialism Hiding Behind Covid-19 Curtain?

The trend toward Wall Street socialism is getting increased attention these days. In case you missed it, Congress now plans

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