Macro Observations

Macro Observations

The Drivers of Rising Consumer Credit Card Debt

The Story Is Never Simple

Macro Observations

What Could Tightening By The Bank of Japan Look Like?

How Might The Markets React?

Macro Observations

Those Market Forecasts You Keep Seeing? They’re Probably Garbage.

Atrocious.

Macro Observations

The Housing Market Bust?

It’s Already Underway

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