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Monetary policy

Part 5: The World Will Be Extremely Different in 30 Years

The future is scary, but it’s exciting too. That’s the…

The Investment Case for Gold: The Bulls are Charging Ahead

With the Fed apparently pressing ahead with rate hikes, real…

Why the BoJ and YCC Are a BFD

In this episode of We Got the Message, Real Vision…

Why It’s Time To Broaden Your View of Central Banks

The consensus narrative is that global central banks are acting…

Why This Isn’t a Great Inflation Redux

The 1970s episode of sustained high inflation was structurally different…

It’s Fed Week: What to Watch For — Live With Lyn Alden and Luke Gromen

Inflation continues to trek toward a peak, with the consumer…

Why Weather Will Be the Greatest Disruptor

There’s no bigger single factor when it comes to investing…

Prepare Your Portfolio for a Treacherous Stretch

Whether central banks can control inflation without crashing the global…

Why There Are Only “Less Bad” Outcomes

Europe is headed for recession, according to Christophe Ollari, as…

If the Fed Has Its Way, Unemployment Will Rise

The Bureau of Labor Statistics reported Friday morning that the…

Why the U.S. Dollar Is the “Cleanest Dirty Shirt”

Michael Kao is not of the camp that sees the…

Will “Zombified” Markets Lead to a Global Liquidity Crunch?

In their 2021 book “Market Tremors: Quantifying Structural Risks in…

Mike Green Asks, “What Would Mike Taylor Do?”

A crisis of confidence is the Federal Reserve’s worst nightmare,…

How the End of the Asset Bubble Era Will Lead to a New State Capitalism

Inflation is the phenomenon right now, however you believe it…

Roche: “Bitcoin Is a Terrible Form of Money”

Money may be different things to different people. But some…

Hikes Won’t Cool Inflation, but the Fed Has No Other Choice

Wall Street’s economists have issued their predictions for 2022, and…

Oil Hike and Omicron Fears are Worrying Investors

Taper tantrums, scary headlines, Omicron fears, and cold winters are…

Global Credit Weakness–Its Effect on Bonds, Equities, & Growth

“The process of credit creation hasn’t picked up since June…