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Bad News for European Markets, Good News for U.S. Markets?

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European markets

Bad News for European Markets, Good News for U.S. Markets?

If conditions seem nervous in the U.S. markets, they’re even worse in the European Markets. Oddly, such facts, as unpacked

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US Stocks

Global War—Good For US Stocks?

  Below, we look at the ironic implications of global war, global debt, and inflationary conditions as a potentially bullish

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market risk

Looking at EVERYTHING—Preparing for Historical Market Risk

Market risk takes many forms, from stocks and bonds to politics, currencies and social fracturing. Below, we pause to look

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CBDC

Thoughts on Central Bank Digital Currencies, or CBDC

As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.

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American markets

Three Graphs to Challenge Your Faith in American Markets

American markets are looking scarier than Halloween. For those familiar with our market reports, we endeavor to make the complex

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Softening Demand

Brace Yourselves for the Real Meaning of “Softening Demand”

Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can

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YCC

Fed Two-Stepping, Looming Yield Curve Controls (YCC) and A Painful Endgame Ahead

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

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The Fed

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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Taper Today?

Taper Today? Ready for the Ride?

Will Powell taper today? Below, we look at what that means for precious metals, the economy and risk assets. Precious

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Recession

Recessionary Signposts Pointing Toward Gold

Below we look at recessionary, inflationary and stagflationary signposts in the backdrop of rising debt as real rates slide inevitably

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