It’s a Math Thing. How Ex-Items Accounting & Stock Buy-Backs Prove Over-Valuation in the S&P
Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we
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Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we
As the USD is fading in influence, it would be the understatement of the year to say that we live
U.S. exporters face a bumpy 2020. 23 shares Welcome back to What’s Happening Now, our last report for an eventful year
Below, we welcome the much-appreciated and insightful commentary of our first guest blogger, John Montgomery. [John Montgomery is a career
Signals Matters News Letter: The Signals THAT Matter Is the White Swan more obvious, and dangerous than the black swan?
Signals Matters News Letter: The Signals THAT Matter Broadly, the core and timeless principles behind the infrastructure of Signals Matter
Market risk takes many forms, from stocks and bonds to politics, currencies and social fracturing. Below, we pause to look
The latest headlines, expanding by the day, are all pointing toward the ripple effect of Silicon Valley Bank (SVB) et
The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and
Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest
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