Politics Archives

While I Watched Notre Dame Cathedral Burning in Flames…

I landed recently in Paris only to see the Notre Dame Cathedral burning in flames, a deeply sad event as the larger European Union itself slides slowly into a recession lead by France's neighbor Italy. Notre Dame will eventually rise from these tragic ashes, and for this I am pleased at a deeply personal level. Read more »

Politics

The Recent China Trade Deal —A Whole Lot of Nothing in Argentina.

Below, we look at this weekend’s G20 Summit in Argentina, with particular attention given to the so-called “China Trade Deal” struck between Presidents Trump and Xi. The G20 Summit in Argentina The great leaders of the world met over... Read more »

Macro Thoughts

A Study in Heroes and Anti-Heroes: The Modern DC/ Wall Street Disaster

Wall Street Disaster Below, we look at the notion of heroes and anti-heroes in a market overly awash with one too many of the following profiles: Woodrow Wilson, FDR, Richard Nixon, Alan Greenspan (et al), Leo Melamed, John Meriwether,... Read more »

Macro Thoughts

The US Middle Class—Gone but Not Forgotten

Below we look at the forgotten America, the US Middle Class. The Current America: War Hawks and Wall Street in Bed with DC Recently, while visiting The Arlington National Cemetery, I shot a brief video discussing the fiscal cost... Read more »

Bonds

More Bad Debt News and the Art of Can-Kicking Consumer Debt

Below we look at the real numbers behind the trade balance, US consumer debt, a broken Main Street, store closures, margin debt, and the global bond (and hence market) crisis to come. Trade Wars I’ve written about the impact... Read more »

Politics

Trade War + Rising Rates = Uh-Oh.

Below, we look at the relationship between central banks, bond markets, rising yields, rising rates, and the added insult of a trade war. Europe on the Mind? There’s a lot to think about these days. Stocks and bonds (especially), of... Read more »

Bonds

Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?

Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above, we see my son, in well….Malibu. Is This Market Wave Worth Riding? Of all the great surf spots in the... Read more »

Politics

Syria and the US Warfare State: Think Before Shooting.

Syria and the US Warfare State Below, I take a second look at the recent headlines out of Syria. The Unheeded Warnings of Eisenhower In a now infamous farewell address given just moments before handing the mantel of Presidential power... Read more »

Politics

Trade War: Good for America?

Trade War: Good for America? Below, we look at the latest topic-de-jour coming out of DC: tariffs and the first shots of a trade war . Real question: is there more to think about today than Tariff headlines? Latest News... Read more »

Macro Thoughts

Facebook—Awful Anyway You Look At It…

Facebook Below, we look at Facebook from every angle—the philosophical/sociological, the political and the share price. Net conclusion: bad values, bad valuation. Here at Signals Matter, we write about markets not sociology or the larger existential questions of what it... Read more »

Worst Market Crash in U.S. History Has Begun
Important message from Matt Piepenburg, Founder of Critical Signals Report.

I cut my teeth as a hedge-fund manager in the dot.com bubble of 1999-2000.

I made more than ten million dollars...

And I was fortunate enough to see the writing on the wall. I got out before the bubble burst.

I learned my lesson, and saw the 2008 Financial Crisis coming a mile away.

But what I'm seeing right now is worse than anything I've ever seen.

The next market crisis has already begun.

This one will make the dot.com bubble look like child's play.

It will not have a quick recovery.

And it could cost you everything.

Let me be blunt: Prepare now or risk losing everything. Because time is running out.