Is China Really Dumping US Treasuries?
“China is dumping US Treasuries to get out of the dollar.” This claim has been circulating the mainstream feeds lately, with the narrative that the “end of the dollar is near,” or “the US will lose its funding base” and […]
Money: The 10 Immutable Laws Of Building Wealth
Money – everybody wants it, but few actually have it. As shown in recent financial statistics, the “wealth gap” in America continues to grow between the “haves” and the “have-nots.” That gap has led to a bombardment of narratives explaining […]
Market Sector Review: Extreme Market Bifurcation
Since the beginning of the year, we have discussed the “reflation trade” and its impact on specific market sectors. This past weekend’s newsletter also showed some of these more extreme returns in various market sectors since the beginning of the […]
Financial Nihilism & The Trap Young Investors Are Walking Into
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
Speculative Narrative Unwinds
For nearly two years, markets were driven by the same speculative narrative that “this time is different.” Bitcoin, precious metals, and AI-linked equities rose not only because of robust fundamentals, but also because investors clung to powerful narratives about inflation, […]
The Market Cycles Potentially Driving 2026 Returns
Market cycles are once again at the center of the investment narrative as we head into 2026. The optimism is familiar as earnings held up in 2025, the economy avoided recession, and big tech lifted the indexes. However, those victories […]
The Bullish And Bearish Case For 2026
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
The South Park Market Of 2026
I have been a “South Park” fan for as long as I can remember, and while the show isn’t a market guidebook, its brutal satire cuts through nonsense better than many Wall Street commentaries. Just like on the show, characters […]
Precious Metals Aren’t Predicting Economic Collapse
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.