The Bad (Bond) News Bear...

In recent weeks, I’ve discussed America’s challenges ahead. It’s not a dollar crisis that awaits; rather, we face a duration bond crisis....

The Saudis Brought a Knife to a Bond Party

Dear Fellow Expat, The race against the clock to beat Hurricane Idalia was beyond anticlimactic. My flight change paid off as the 7 p.m. flight was...

China Is About to “Flood the Zone” with Cash – Here’s How to Profit

postcards from the florida republic: An independent and profitable state of mind. I have returned from Boca Raton. The typical drive from Boca to...

Will the Fed Meeting Today Ignore This Reality?

The U.S. Federal Reserve will adjourn its two-day Fed meeting today (Wednesday) as the Fed mulls over rate hikes.

What's spooked markets...

The "Unnatural Disaster" Ravaging Global Markets

The tide is turning for crude oil prices. Following some nice recent gains and despite a dip on Tuesday, the market currently remains at just...

Bond-Buying Chaos Is Spinning Out of Control

A few weeks ago, the man formerly known as the Bond King, Bill Gross, tweeted that shorting German bunds would be the trade of...

The Truth Behind Central Banks' Machinations

Central bankers disguise themselves as friendly shepherds. But really it's more of a "wolf guarding the henhouse" situation...

You ...

ECB QE Points to These Profit Plays

ECB QE and EU LTRO for Dummies: As soon as you read this explanation, comprehensible to even the dumbest of the dumb, you'll be set to trade ...

Protect Your Money From the QE Delusion

While this week's announcement of a massive new QE program by the European Central Bank (ECB) was the worst kept secret in the...

Why QE Doesn't Work

Quantitative easing doesn't work.

And that can be a tough pill to swallow. Especially for the world's central bankers who are only more...

Here's What Rising Rates Really Do to Your Shares

There is a lot of lip service being paid to the upcoming stock market crash that we're supposed to expect once the Federal Reserve...

Fed Policy Failures Leave $10.8 Trillion Under the Mattress

Despite billions in bond-buying "quantitative easing" and near-zero interest rates courtesy of recent Fed policy, Americans stashed $1.8...