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Gold, Stocks, the USD & the Rocky Road Ahead

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U.S. Bonds

Gold, Stocks, the USD & the Rocky Road Ahead

Gold, stocks, the USD and markets in general are flipping and flopping like a dying fish on the dock. What

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real financial advice

Systemic Risk Meets a Global Mess: R U Prepared?

Systemic risk is literally everywhere. As central bankers play checkers on a global debt chessboard, we see below how policy

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real financial advice

Western Sanctions: Aimed at Putin, Shot in the Foot

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

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real financial advice

Uh-Oh: Rising Rates, Rising Shark Fins and Clueless Policies Collide

There’s a rising rates problem rising to the surface, and yet no one seems to notice? Hmmm. Meanwhile, the Squawking

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real financial advice

Signals (from the US Dollar) Matter

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

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successful portfolios

From Crazy Macros to Successful Portfolios

Successful portfolios require thinking and investing well beyond the macros alone. In today’s report, we steer away from our all-too

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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

DC’s Fictional Inflation Strategy & More Legalized Gold Manipulation

Below we look at the latest official fantasies from DC as well as the same ol’ big-boy gold manipulation tricks

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real financial advice

Latest Treasury, Fed and BIS Reports Confirm: Fibbing is the New Normal

The facts keep piling up, confirming that policy fibs are the new normal. In a recent article, I posed the

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