
The 90 Year Keynesian Delusion Is Defaulting Into Accelerating Stagflation
Gold Breaks Out Relative To S&P 500
Global bond yields are breaking higher
“If you don’t own gold, you know neither history nor economics.”
Ray Dalio
“Over the last
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.

Gold Breaks Out Relative To S&P 500
Global bond yields are breaking higher
“If you don’t own gold, you know neither history nor economics.”
Ray Dalio
“Over the last

The Growth Illusion
US Investors Are Living In A Truman Show
Leveraged Equity Buyout America (LEBA) rewards the few at the expense of the many through a persistent private sector

Financial values reflect excessive debt and leverage induced by reckless policy. Debt for equity finance is everywhere you look. Persistent and relentless policy support for the stock market has created

The most profound change in asset allocation has already begun.
Credit is losing ground at a rapid rate as real money reasserts itself.

Global Bonds Signal Confidence Collapse In Policy. Bonds Trigger Risks For Banks, Credit And Equity Markets. Never before have investors been so committed and leveraged to a 10 year expected

Stagflation Allocations have already outperformed Conventional Stock and Bond allocations over the last 3 years.
Gold has outperformed both the S&P 500 and the Russell 2000. TIPS have substantially outperformed

Probably the biggest expense item of your lifetime is taxes. While tax returns are a requirement, by far the most important part of dealing with your taxes is tax planning

The disassociation between US equity market behavior and earnings is unprecedented. There is no history of declining GAAP earnings with the biggest and most leveraged equity bull market in history.

Surprisingly, few investors understand how to optimally assess their performance or align their investment practice and objectives appropriately to the most optimal investment approach, which is compounding.
Whether your
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
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