
Dollar Demolition Derby
The key medium term question for investors is when real assets start to outperform credit and financial assets once more. Gold has already turned.
Dollar financial assets and credit are
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The key medium term question for investors is when real assets start to outperform credit and financial assets once more. Gold has already turned.
Dollar financial assets and credit are

Most US investors don’t know the financial game they are in. US investors have clearly failed to understand the basics of financial system distortions, and are paying a huge and

Remarkably investors seem to carry on as if markets are behaving somewhat normally. Worse speculation keeps rising to new all-time records. I hope this blog has demonstrated that investors are

Once you commit to the Calmar Ratio, with good execution your results will start to show:
1. Significantly lower risk
2. Higher long-term returns
This is simply

This is a crucial time to understand the full dynamics in play. It is also crucial to fully adopt “Best Investor Standards”. Conditions have become so unstable that only excellent

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

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.

The S&P 500 is trying to go vertical at valuations never seen before. Just as junk bond spreads to government bonds have gone to the lowest historical extremes only seen

Washington just digs a deeper fiscal hole. Let’s be clear. Excessive deficits are your future taxes, or inflation, or both. Policy Chaos: How U.S. Treasury Is Fighting The Fed |

Japan has gone further for longer down the Keynesian/MMT policy road. The collapse of the yen shows enduring instability. Investors will start to look at other currencies differently. Developed economies
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