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The Global Economy —Uh-Oh…

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the global economy

The Global Economy —Uh-Oh…

The global economy is riding a wave of debt that not even the World Bank can ignore. Meanwhile, global income

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market predictions

Back to the Future—Easy Market Predictions Confirmed

Below, we look at the silly but not-so-silly game of market predictions. For today’s report, I’ve decided to revisit a

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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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market melt-up

Another Market Melt-Up Despite a Dead Economy? You Betchya.

Below we discuss the traits of a market melt-up in the backdrop of a global pandemic and recession. Sound crazy?

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U.S. bond market

The U.S. Bond Market—The Walking Dead. A Monster.

The U.S. bond market is dangerous. It’s fake, it’s fat and it’s ready to crawl and then bleed out, but

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market future

The Market Future is Staring Right at Us

If you’re curious about the market future, just take a gander at the market present. Has COVID Changed Everything for

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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 zombie

The Familiar Rise of the Market Zombie, Unicorn and Uncertainty

The market zombie and unicorn hunt are back in full swing as stocks flip and flop like a fish on

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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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