Macro Observations

Macro Observations

Expecting A Seasonal Year-End Rally In 2023?

Not When We’re Living In The Anomaly

Macro Observations

The Freight Industry Recession Is Real

And It’s Getting Worse Fast

Macro Observations

The Human Impact Of The Zombie Company Crisis

A Look At How Bad Unemployment Could Get

Macro Observations

A Flight To Structural Safety

The Behavior Of Gold & Bitcoin Gets Interesting

Macro Observations

Junk Bonds Become The Primary Driver Of The Bond Market

This Should Scare You

Macro Observations

Why A Further 20% Drawdown Isn’t Just Possible, It May Be Likely

Returns Around Recessions

Macro Observations

Are Pensions Plans The Next Thing About To Be Decimated By These Markets?

Spoiler Alert: Few.

Macro Observations

The Credit Event Is Here

Buckle Up

Macro Observations

The Fed Just Confirmed That A Credit Event Is Coming

The Confession

Macro Observations

No One Needs A New iPhone. We Need More Refineries.

But Tell Me More About The Apple Watch

Macro Observations

China Is Unleashing Its Arsenal Of Policy Support Tools

It Still Needs To Pull Out The Big Guns

Macro Observations

The Lost Decade: Zero Real Returns

While The Rich Get Richer