Money versus Monetary Policy

Israel is attacking the Lebanese capital city of Beirut this evening after Hezbollah reportedly took credit for rocket fire against the Israeli city of Haifa. Israeli warplanes have also hit multiple other sites across southern and eastern Lebanon today, including the Bekaa Valley and the Nabatieh District. Details about the extent of the damage in […]

The Weak Dollar Narrative Authored by Lance Roberts via RealInvestmentAdvice.com, We have spent a lot of time over the last year debunking “narratives,” which are dangerous to investors, as “narratives” create a rationalization for overpaying for assets. Nonetheless, Wall Street loves a simple story and is happy to jump on a trend with momentum, selling products to unwitting consumers. A good example of that lately has been the “weak dollar” narrative, which has pushed investors to chase foreign assets. The negative correlation between a weak dollar and rising international stock exposure appears to be a free return. Unsurprisingly, the...

Newsom Tells Europe "Trump Is Temporary," Doubles Down On Failing Green Agenda California Gov. Gavin Newsom spoke at the Munich Security Conference earlier on Friday, telling European elites that President Trump is "temporary" and will be gone within three years. Newsom, noticeably angered by Trump's push for deregulation and the rollback of climate policy, lashed out at the president, calling him "more destructive" than the current occupant of the White House. The issue for Newsom is that he still operates within the climate crisis framework promoted by globalists, even as the West...