Monthly Archives: April 2018
IMF Warns On US Policy. Markets Depend On US NOT Fixing It.
No wonder the IMF has been forced to speak up on US fiscal policy. US finances have taken an extraordinary turn in the last year or so, and we are only just beginning to see the effects. 3 charts show … Continue reading
Posted in Notable Articles
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US Dollar. The 3rd Collapse? 7 Review Questions.
When a credit system fails, debts have to be devalued one way or another. At the core it is a currency system failure. The US trade and fiscal deficits are on the rise again, and as the chart above shows … Continue reading
Posted in Market Notes
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Q1 2018 Performance Review. Markets In Transition
In the table below the performance for all major asset classes was negative for Q1 2018. Data from Orion Advisors This is a rare occurence because usually there are clearer trends in favor of one asset class compared to others. … Continue reading
Posted in Market Notes
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