How to prepare for the Wolf

After a decade of fiscal and monetary incompetence, the wolf may be approaching your house. Is there a way to prepare for the wolf without panicking and selling all stocks and risk assets? Yes.



April 2022, Chicken Little Portfolio Performance

The Piper will be paid (by us, not Jay Powell).

The bull market in everything was fueled by government overspending and Federal Reserve looseness. Stocks up, Bonds up, housing up, gold up, crypto up. Now, the Fed has decided that it is their best interest to end the party, and everyone else will have to pay

The Fed made a mess, and we all have to pay