portfoliowatch.png
Stagflation is defined as rising consumer prices combined with a contracting economy.

Read more

portfoliowatch.png
It May Soon Be Impossible to Sell Enough US Government Debt to Finance the Deficit.

Read more

portfoliowatch.png
We are past the point of no return and are no longer debating the ‘what’, only the ‘when’.

Read more

portfoliowatch.png
The National Bureau of Economic Research reported that the $20 per hour minimum wage for fast food workers has failed.

Read more

portfoliowatch.png
Just one more reason to think about re-examining your portfolio allocation.

Read more

portfoliowatch.png
The level of debt that exists in the world presently is unpayable, and the rate at which new debt is being added is unsustainable.

Read more

portfoliowatch.png
Despite the passage of the ‘big, beautiful bill’ and lower tax rates for the near term, history teaches us that longer-term tax rates will likely move higher as tax policy eventually becomes more oppressive.

Read more

portfoliowatch.png
Here’s the important question: Have you done fiat currency diversification in your portfolio?

Read more

portfoliowatch.png
We’ve seen the meme stock bubble burst and are now in the middle of an artificial intelligence bubble, in my view.

Read more