Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for

As one who loves metaphor, I can’t help but notice the recent and varying range of metaphorical investor warnings. JP

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

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

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

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

Below we look at national debt levels and even more inflationary forces as confirmed by cost-of-living-adjustments, Uncle Sam’s interest expenses,

Below, we look at four deliberately ignored reasons why extreme liquidity is drowning paper money. Reason 1: The Taper Debate

The “War on Covid” creates all kinds of reaction and heightened opinions, including reports we’ve posted in the past. As