Quarterly Market Report - Q1 2025 January 7, 2025 Categories: 2025 Outlook, Asset Allocation, Bond Market, Bonds, Cash, Commentary, Economics, Federal Reserve, Gold, Inflation, Markets, Monetary Policy, Stock Market, US Dollar, US Treasuries Markets were positive in 2024 with liquidity moving higher. More volatility on the horizon for 2025? Read more
Japan - Land of Rising Debt December 12, 2024 Categories: Japan, Central Bank, Fiat Currency, Gold, Government Bond Yields, Inflation, Monetary Policy Lessons from financial repression in Japan. Read more
Market Brief - December 2024 December 5, 2024 Categories: Markets, Stock Market, Market Update, Asset Allocation, Commentary, Commodities, Gold, Money, Stocks, US Dollar, US Treasuries Markets remain strong Post-Trump victory. Read more
The U.S. Treasury Reimagined November 27, 2024 Categories: Central Bank, Credit, Economics, Economy, Federal Reserve, Gold, Monetary Policy, US Treasuries Out with the old, in with the new. Read more