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The Fed: No Good Options Left

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U.S. Bonds

The Fed: No Good Options Left

The Fed has no good options left, which means investors need to be way ahead of the curve (ball) heading

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real financial advice

Goldman Sachs & Bridgewater: All Hat, No Cowboy

Numerous animal metaphors (hawk, dove to goat) are employed below to make sense of an otherwise imploding financial “barnyard.” Among

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real financial advice

2022 Markets: Monetary Checkers vs. Checkmate Realism

Below, we look at 2022 markets and the converging market forces, policies and math which suggests US policy makers are

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real financial advice

The Ignored Spark of the Next Financial Crisis

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

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real financial advice

Signals Matter: Smart Portfolios for Crazy Markets

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

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real financial advice

Latest Fed Signals: Persistent Inflation, an Accelerated Taper & Volatility Ahead

The latest Fed signals are in. In a November 30th meeting before Congress, Jerome Powell finally confessed that inflation forces

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real financial advice

A Cornered Fed as Recession & Inflation Warnings Mount

Recession & Inflation signs are mounting. With the possible exceptions of Bill Martin and Paul Volker, history will one day

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real financial advice

How Long Can the Fed Keep Faking It?

The facts of a surreal yet broken (and hence increasingly controlled and desperate) financial system are becoming harder to deny

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real financial advice

Distraction as Policy While the Zombie Economy Stumbles

Desperation and distraction are masquerading as policy for a zombie economy. Below we see how and why—and at what cost.

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gold price

What’s the Deal with the Gold Price?

Has the lackluster gold price got you doubting its shine? Many are asking why gold isn’t ripping right now, as

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