All Blog Posts by Matt Mccracken

Performance Report: 07/31/2025 By continuing on this page, you agree to the disclosure statements on our disclosure page which can be viewed by clicking here . All performance data for our strategies is net of all fees and expenses. All performance...Read more

Ever since the advent of the "Greenspan Put", the actions of the Federal Reserve Board, and specifically the FOMC, have always stolen their fair share of headlines. Recently, the noise surrounding the FED has reached a deafening level as it is...Read more

Yesterday, President Trump slapped—or at least threatened to slap—50% tariffs on all imports from Brazil. The reason given to justify said levies against Brazilian goods was the nation's prosecution of the current regime's primary challenger, Jair...Read more

Performance Report: 06/30/2025 By continuing on this page, you agree to the disclosure statements on our disclosure page which can be viewed by clicking here . All performance data for our strategies is net of all fees and expenses. All performance...Read more

Currently, the stock market rally has been defined by a complete lack of Leadership. Leadership is a concept that I was introduced to by James Stack over 25 years ago. He used it as one of his tools to identify the 1987 top and the early 2000s dot...Read more

Performance Report: 05/31/2025 By continuing on this page, you agree to the disclosure statements on our disclosure page which can be viewed by clicking here . All performance data for our strategies is net of all fees and expenses. All performance...Read more

Performance Report: 04/30/2025 By continuing on this page, you agree to the disclosure statements on our disclosure page which can be viewed by clicking here . All performance data for our strategies is net of all fees and expenses. All performance...Read more

Stanley Drunkenmiller, the legendary investor whose track record makes Warren Buffett's seem pedestrian, is on the record saying he is short US Treasuries (i.e. betting on higher interest rates). This announcement is quite incredible for two reasons...Read more