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We know how hard it can be to find smart portfolio solutions to navigate the macro, digest the micro, and
Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among
The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,
Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too
The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began
Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below
The latest Fed signals are in. In a November 30th meeting before Congress, Jerome Powell finally confessed that inflation forces
Below we look at national debt levels and even more inflationary forces as confirmed by cost-of-living-adjustments, Uncle Sam’s interest expenses,
Has the lackluster gold price got you doubting its shine? Many are asking why gold isn’t ripping right now, as
Precious metals are increasingly becoming the subject of necessity rather than debate in the backdrop of the great “taper debate.”
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