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The Fed, The Warfare State and The Wall Street Bailout—Three Skunks in the American Woodpile.

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the Warfare State

The Fed, The Warfare State and The Wall Street Bailout—Three Skunks in the American Woodpile.

  Below we look at the Fed, the budget of the Warfare State and the post-08 Wall Street bailout to

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Blurring the Truth: Banking Risks and the Main Stream Financial Media

  Below, we look at the main stream financial media, its bias toward spreading calm rather than reality, and the

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The Big Lie—“Booming” Wall Street Profits and Earnings…

  Below, we look at GAAP vs Ex-Items accounting as well as the math behind Wall Street profits and earnings

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Market Facts: More Important than Market Bulls, Market Bears or the Main Stream Financial Media.

Spinning vs. Reporting Below, we look at the Main Stream Financial Media and its role in market-spinning rather than market

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White Swan

The White Swan: More Dangerous Than a Black Swan?

Signals Matters News Letter: The Signals THAT Matter Is the White Swan more obvious, and dangerous than the black swan?

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Portfolio Solutions

How Long Can “Rising” Markets Hide a Falling Economy?

Signals Matters News Letter: The Signals THAT Matter Broadly, the core and timeless principles behind the infrastructure of Signals Matter

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U.S. Bonds

Embarrassing Debt: Are Markets Doomed?

Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest

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U.S. Bonds

Bond Destruction + CPI Fiction = Market Confusion

Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.

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smart investing

Smart Investing: Play Where the Ball/Puck is Headed

From polo to hockey—it’s a known fact that the best players think three moves ahead; the same is true of

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U.S. Bonds

Rising Bond Yields—The Latest Shark Fins Circling Our Markets

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

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