Extreme Instability As Inflation Starts Rising Again.
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
Insights to Help Craft Your Legacy
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.
US Investors Are Badly Misallocated.
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
If Central Banks are losing confidence in the dollar system why aren’t you?
It is important that it is understood that while asset prices have made many investors feel wealthy. Asset prices in general are higher than ever in history and detached from
Markets Are’nt Waiting For The End Of The Policy Doom Loop.
Policy has become a short-term expedient support mechanism, which compounds a long-term sovereign debt crisis. There are also a range of other issues that the Fed would rather not discuss.
The Great Unwinding Of The Modern Monetary Theory Delusion
While the post 2009 markets have seemed to be benign over all, the debt “stimulus” looks to reached its limits. The outlook for US investors has become more challenging. Prepare
Epic Failure Of Policy Leaves A Banquet Of Consequences.
If you have been reading this blog, I hope you were prepared for the return of market volatility. This is an accident waiting to happen and it is just getting
US Fiscal Exceptionalism Meets A Dollar Sell Signal
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 |
US Stock Market Extremes Diverge From Economic Trends
US Federal Debt Growth Has Exceeded GDP Growth For 16 years.
Stock market rises to record valuation even as economic growth weakens.
Earnings grow is broadly flat over the
The AI Illusion Disguises Policy Failure
Now we can understand what Warren Buffett is telling us.
It is hard to believe that policy makers can balance everything out indefinitely.
In my view, key allocations to
Option Strategies For Unprecedented Equity Market Bifurcation.
Western economic policy has drifted away from established norms on both deficit financing and inflation priority. New and extreme alternative and discretionary policies have evolved, with policy makers increasingly engaged
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