2014 Year in Review
I have not seen a year in which so many risks—some truly existential—piled up so quickly. Each risk has its own, often unknown, probability of morphing into a destructive force.
Why The Strengthening Dollar Is A Sign Of The Next Global Crisis
Executive Summary Understanding the two different ways money flows into the US dollar How currency crises elsewhere can send the dollar skyrocketing Why yen, yuan and euro printing are not
The Good News In All The Bad Data
Today's financial markets make a mockery out of sanity and logic. The difference between what SHOULD happen and what IS happening is perhaps the greatest it has been in our investing lifetimes. If you're
How To Position Yourself Now
Executive Summary Planning determinants for: Precious Metals Bullion: physical Bullion: stored & tradable Miners Stocks & bonds Remaining long Strategies for shorting Real Estate Debt Management Income Security Local Investing
Off the Cuff: Treasurys On The Rise
In this week's Off the Cuff podcast, Chris and Brian discuss: Treasurys On The Rise Global capital is beginning to seek safe harbor Mispricing Risk The biggest failing of today's markets The Ticking Sovereign
