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Re-Thinking Traditional Portfolio Construction

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portfolio construction

Re-Thinking Traditional Portfolio Construction

Given that there’s nothing traditional or at all normal about Fed-rigged,  post-08 markets, it only makes sense to re-think traditional

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Austrian Bond

The 100-Year Austrian Bond – Pure Crazy

Below, we look at the implications behind a 100-year Austrian bond… 35 shares The global bond market is spiking, which

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Australian Markets

Australian Markets – Why They Matter to YOU

Australian Markets have their own hidden problems that are slowly coming to the surface. Below, we look at what this

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MMT

MMT Myths–The Last Desperate Policy to Postpone Disaster

MMT, or “Modern Monetary Theory, is in vogue because desperation out of DC is reaching new highs. Below we deconstruct

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Chinese Growth

China’s REAL “Growth” Story Sends Ominous Message

  7 shares  China’s real growth story ain’t all it’s cracked up to be. The media cheerleaders are back at

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Powell, the Fed and the Art of Faking It.

Below, we look at Jerome Powell’s recent capitulation to Wall Street, inflation reality, the danger of trusting the Fed and

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2018 Market Review

Thinking Hard About 2018 and the Year Ahead—Market Warnings.

  Below, we get philosophical and financial, looking back on the year that was 2018 and what its condition portends

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December 2018 Markets

December 2018 Markets: The Shark Fin Gets Closer.

Below we take a first look at the December 2018 markets. Too Much Traveling… First, apologies for the delay in

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Invest in a Bad Market

How to Invest in a Bad Market —Avoid the Waves, Paddle to the Safe Zones.

  Below, we look at the best way to invest in a bad market that offers far more risk than

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Junk Bonds

The Sun is Setting on Junk Bonds…

Below, we re-cap market signals for the month of November, giving special attention to junk bonds (see video here as

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