Warning: The Trump Fed Will Ignite a MELT UP

Sometimes it’s worth taking a step back and looking at things with unbiased eyes.

The bears keep telling us that the stock market is in a massive bubble and that it’s about to crash and burn… but the reality is that the macro setup today indicates risk assets are much more likely to experience a melt UP than a melt-down.

Consider the following…

  • The economy is growing at an annualized rate at ~4%.
  • The consumer as a whole (mostly the top 10%) is out and spending: the Redbook Index which tracks same-store sales on a year-over-year basis is clocking in at over 7%.
  • The Trump administration is running a deficit equal to 5% of GDP… DESPITE taking in much higher revenues via tariffs. Put another way, the Trump administration is all in on a “run it hot” framework as far as the economy is concerned.
  • The Fed is cutting rates, has just ended QT and will soon be introducing QE.
  • The Fed will soon be run by a new Fed Chair who will be handpicked by President Trump who is famously obsessed with stocks going up.
  • By June, the Fed voting board will be largely comprised of Trump-appointed officials.

In the above context, it’s VERY difficult to be bearish risk assets. Doing so means you are effectively betting against the Fed AND the White House. Given that those two entities control money printing and the government’s purse strings that’s QUITE a contrarian bet!

Sure… a deflationary bust could happen down the road… but right now, an inflationary melt up is much more likely. And the markets know it!

Gold and Silver are breaking out the upside.

The Russell 2000, which is the riskiest market index, is breaking out of a five-year consolidation period to the upside.

And the $USD is about to break a 15-year bull market trendline.

All of these SCREAM “melt up” NOT bear market/ crash.

Those investors who are correctly positioned for this could generate life-changing returns. We’re talking about hundreds of billions if not TRILLIONS of dollars in capital moving out of paper assets (bonds) and into hard assets like gold as the $USD drops like a brick.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use profit from the next major bull run in precious metals miners.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Melt Up | Comments Off on Warning: The Trump Fed Will Ignite a MELT UP

Warning: Central Banks Cannot Create Jobs or Growth…

Central banks now have 30 years’ worth of monetary insanity under their belts.

The grandfather of monetary policy insanity, the Bank of Japan or BoJ first introduced Zero Interest Rate Policy (ZIRP), or the policy of cutting rates effectively to ZERO, making credit effectively FREE in 1999.

The BoJ then introduced Quantitative Easing (QE), the process through which it prints new money and uses it to buy assets (Japanese Government Bonds, Exchange Traded Funds and even stocks) in 2001.

The Fed and other major central banks began using both policies in 2008. And since that time, the monetary insanity has only become even more insane: collectively central banks have now down over $12 trillion in QE and even introduced NEGATIVE interest rate policy (NIRP).

These policies have proven to be absolute DUDs when it comes to economic growth or job creation (if loose monetary policy or money printing were productive, Argentina would be like Korea). But they DO create asset bubbles… which increases wealth concentration… leading to a K-shaped economy.

Remember, loose/ easy money policies are inherently biased towards those at the top of the economic ladder. Those individuals in the top 10% (and especially the top 1%) are the ones who A) own assets that will rise in value thanks to central bank policy and B) can leverage up to acquire even more assets.

Think of it this way… the multi-millionaire who owns stocks and real estate will make a 2nd fortune when the Fed creates bubbles in both asset classes via ZIRP and QE. The lower middle-class individual who has minimal assets and largely lives of his or her incomes won’t benefit at all.

This fact is now starting all of us in the face…

The Fed has been engaged in monetary insanity for the better part of 17 years (30 years if you count the Greenspan Fed’s negligence in allowing the Tech Bubble to inflate to a 1 in 100-year event). Wealth concentration has dramatically WORSENED throughout this time period with the wealthiest 1% seeing their share of total stock ownership rise from 40% to over 54% today.

H/T: Inequality.org

When you expand this demographic to include the top 10%, total stock ownership rises to 87% of all stocks owned in the U.S.

As a result of the wealth effect (when people see their net worth rise, they tend to spend more money) the U.S. economy is now decidedly K-shaped with the top 10% of consumers driving almost ALL of the economic growth.

The bottom 90%, which owns only 13% of stocks, is being left behind, particularly as incomes has failed to keep up with the rise in cost of living. According to the Ludwig Institute for Shared Economic Prosperity (LISEP) the bottom 60% of Americans don’t earn enough to maintain a minimal quality of life.

Not the bottom 6%… the bottom 60%.

This was always going to be the end result of decades of easy money policies. As I noted at the beginning of this piece, the Fed and other central banks have NO idea how to generate economic growth or job creation. All they can do is inflate the financial system, thereby creating assets bubbles, and hope that the secondary wealth effect for the top 10% of consumers will be strong enough to stop the economy rolling over into a recession.

And by the look of things, this situation is about to get a lot worse. Central banks have already embarked on another round of monetary easing… while the global economy is STILL growing.

To wit, the Fed’s OWN GDPNow measure shows economic growth is clocking in at 4%….

While stocks are near or at all-time highs.

Meanwhile, the Fed is already cutting rates and about to launch QE.

The writing is on the wall here. If you want to “get ahead” in the current financial system you HAVE to own assets. The Fed and other central banks are 100% committed to creating a “Melt Up” in risk assets: a situation in which stocks and other rise assets EXPLODE higher to levels that seem ridiculous.

The time to prepare for what this means for the markets is NOW before this happens.

On that note, we just published a Special Investment Report concerning THREE investments poised to produce extraordinary gains during the Great Global Melt Up. As I write this, all three of them recently hitting new all-time highs.

Normally I’d charge $499 for this report as a standalone item, but based on what is happening in the markets today we are making just 100 FREE copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in Central Bank Insanity, Melt Up | Comments Off on Warning: Central Banks Cannot Create Jobs or Growth…

The Biggest Liquidity Drain in the World is About to End…

The Fed’s Quantitative Tightening (QT) program ended yesterday.

If you’re unfamiliar with QT, it’s a process through which the Fed allows the bonds it owns to mature. Once the bonds mature, the money the Fed loaned out is paid back to the Fed. The Fed then transfers that cash to the Treasury, thereby shrinking its (the Fed’s) balance sheet and draining liquidity from the financial system.

The Fed introduced this program in June 2022 as a means of draining liquidity from the financial system and to combat inflation. Since that time the Fed has drained a whopping $2.4 TRILLION in liquidity from the financial system. The Fed’s balance sheet declined from $8.9 trillion to $6.5 trillion where it sits today.

Put simply, one of the biggest liquidity drains in financial history has ended. And by the look of things, the Fed will soon be forced to flood the financial system with another round of liquidity via Quantitative Easing: the process through which it prints new money and uses it buy to bonds/ debt.

Why would the Fed do this?

Because, behind the scenes, the U.S. banking system is experiencing a mini-funding crisis. Every night banks are turning to the Fed for overnight funding to the tune of $10+ billion (most recently it was $13 billion). As the below chart shows, this the first time this has happened since the pandemic. 

Eventually this situation is going to force the Fed to start another QE program. And when it does, inflation hedges will EXPLODE higher. So, if you’re looking for a reason why gold and precious metals refuse to break down, this is it.

Gold has a clear Cup and Handle formation in place. This formation targets an upside target north of $4,600 per ounce.

Silver has already us shown what is coming.

If you want to profit from this, you need to put your money to work now.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use profit from the next major bull run in precious metals miners.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Melt Up, Precious Metals | Comments Off on The Biggest Liquidity Drain in the World is About to End…

Investor Alert: 2026 Will Be the Year of Hard Assets

The financial system is currently undergoing a tectonic shift from paper assets to hard assets. And this has the potential to create life-changing profits for those who invest accordingly.

There are two reasons for this tectonic shift:

  1. The AI technology race is now a matter of strategic importance to the U.S. As such, the Trump administration will NOT be reining in its fiscal spending/ capital allocation as doing so opens the door to China winning the AI “arms race.”
  1. The Fed has no option but to “inflate away” the U.S.’s debts via currency devaluation/money printing. The Trump administration’s fiscal spending means the U.S. is now adding $1 trillion in new debt every 100 days. If the U.S. is to avoid a debt crisis, the Fed will have to print money and use it to buy the U.S.’s debt.

Regarding #1, it is now clear that the Trump administration views the development of AI technology to be a kind of tech “arms race” between the U.S. and China. The President has consistently emphasized the importance of American leadership in AI for maintaining the nation’s economic and national security.

This is not simply a talking point for the Trump administration. The President has introduced the America’s AI Action Plan which contains 90 policy pillars designed to establish and maintain the U.S.’s dominance in AI technology. These include cutting regulations, greenlighting new proposals, and of course, infrastructure spending.

President Turmp has also signed an Executive Order (the Genesis Mission) aimed at building “integrated AI platform to harness Federal scientific datasets… to train scientific foundation models and create AI agents to test new hypotheses, automate research workflows, and accelerate scientific breakthroughs.

In very simple terms, the Trump administration is “all in” on spending/ doing whatever it takes to win the AI “arms race.” If this means running large-scale deficits while signing off on hundreds of billions if not trillions of dollars’ worth of deals, so be it.

All of this is HIGHLY inflationary. Which brings us to #2 in our list above: the Fed has no option but to “inflate away” the U.S.’s debts via currency devaluation/money printing.

The U.S. never returned to its pre-pandemic levels of government spending. In fact, the Trump administration is running Crisis-like deficits DESPITE the U.S. bringing in hundreds of billions of dollars in tariff revenue.

Put another way, despite higher revenues, the U.S. continues to overspend to the point that it is running the type of deficit usually reserved for major recessions/ crises. Indeed, as the below chart shows, the current U.S. deficit is nearly as large as a percentage of GDP as what it ran during the Great Financial Crisis!

Add it all up, and the U.S. is fully committed to spending/ printing money by the trillions of dollars. This means higher rates or inflation/ currency devaluation. The U.S. dollar has already lost a third of its purchasing power since 2008. It would not surprise me for the $USD to repeat this feat in the next 10 years.

Those investors who are correctly positioned for this could generate life-changing returns. We’re talking about hundreds of billions if not TRILLIONS of dollars in capital moving out of paper assets and into hard assets like gold as the $USD drops like a brick.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune as hard assets explode higher in 2026.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

As I write this, there are only 7 left…

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Hard Assets, Melt Up | Comments Off on Investor Alert: 2026 Will Be the Year of Hard Assets

Why Stocks Refuse to Break Down

I’m going to let you in on a little secret…

A bull market in stocks is now a matter of national security.

Some 58% of American households have exposure to the stock market. In terms of actual wealth, 45% of household wealth is invested in stocks. Yes, nearly HALF of the wealth Americans own is tied to the stock market.

In this context alone, a major bear market/ crisis in stocks represents a matter of national security in terms of economic damage. It’s the equivalent of an economic nuclear weapon.

But wait… this relationship is even deeper than most realize.

The stock market is now in fact the economy.

We are in a “K” shaped economy in which the top 10% of incomes/ consumers accounts for nearly ALL of consumer spending/ economic growth while the bottom 90% of the incomes/ consumers are struggling with the higher costs of living due to inflation.

The top 10% of households, the people who are literally driving the economy due to their consumer spending, own over 90% of stocks. In this context, a bear market in stocks would trigger a massive decline in consumer spending. And since consumer spending accounts for 70% of GDP, this would immediately lead to a recession.

This is not hyperbole. We got a taste of this during the trade war/ tariff tantrum in March/ April 2025, when stocks declined 18% in four weeks, erasing $11 trillion in wealth. At that time, numerous companies ranging from Southwest Airlines to Chipotle to PepsiCo warned that they were seeing a pullback in consumer spending that was recessionary.

Stocks bottomed and this changed… and since that time, the economy has chugged along. 

I bring all of this up because it is clear, plain as day, that the Fed and the Trump administration are willing to intervene to prop up/ support stocks. Yesterday it was NY Fed President John Williams stating that the Fed was going to cut rates in December.

Stocks exploded higher on the news.

This is nothing new. Time and again we’ve seen stocks on the verge of breaking down only to be “saved” by a Fed official or President Trump tweeting something, etc.

Again… a bull market is now a matter of national security for the Powers That Be. In this context the doors are open to what I call the Great Global Melt Up… a situation in which stocks and other rise assets EXPLODE higher to levels that seem ridiculous.

The time to prepare for what this means for the markets is NOW before this happens.

On that note, we just published a Special Investment Report concerning THREE investments poised to produce extraordinary gains during the Great Global Melt Up. As I write this, all three of them recently hitting new all-time highs.

Normally I’d charge $499 for this report as a standalone item, but based on what is happening in the markets today we are making just 100 FREE copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in Melt Up | Comments Off on Why Stocks Refuse to Break Down

Something BAD is Brewing in the Financial System

Stocks are on very thin ice.

The S&P 500 has just experienced a textbook “rejection” of its former bull market trendline. This occurs when the index breaks below its trendline, and then fails to reclaim this line during the subsequent bounce. This is a MAJOR warning as it indicates that price levels which previously served as “support” are now acting as “resistance.”

We get additional warnings that all is not well in the financial system from the $USD. Despite the U.S. running deficits equal to 6% of GDP AND the Fed now easing monetary conditions, the $USD is refusing to breakdown. Put simply, despite horrid fundamentals, the $USD is in fact rallying. This is a major signal that a “flight to safety” trade is underway and that things are NOT OK in the financial system.

Put simply, something “bad” is brewing in the financial system. I’ll detail what I believe is happening in tomorrow’s article. In the meantime, if you’re worried about stocks, you NEED to use my proprietary Crash indicator: tietary indicator that has triggered before every major meltdown in the last 50 years. This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick up one of the last copies…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on Something BAD is Brewing in the Financial System

The Bloodbath is Here

The market is experiencing another “growth scare.”

Yesterday the Bureau of Labor Statistics released its Non-Farm Payrolls (NFP) data for September. Technically, it should be releasing the data for October, but the government shutdown stopped that data from being compiled. So, the market has to work with September’s data, which yes, is two months old.

The NFP came in stronger than expected with 119,000 jobs created compared to expectations of just 51,000. However, the unemployment rate rose to 4.4% from 4.3% which is a new cycle high.

This induced a panic as investors fear that the labor market is beginning to break, signaling that a recession is about to hit. When you combine this with the fact that the stock market was overdue for a significant correction, you get a bloodbath like the one that hit yesterday.

The S&P 500 has now taken out its bull market trendline. Even worse, it was rejected by this line yesterday, signaling that former support is now resistance. This is EXTREMELY bearish.

The situation “beneath the hood” is even uglier. When you remove the impact of Big Tech (the S&P 500 is heavily weighted towards Big Tech with Nvidia alone accounting for 10% of the index’s weight), the equal weighted S&P 500 (each company receives 1/500th of the index’s weighting) has taken out critical support and is now trading at levels not seen since July.

Put simply, things are getting REALLY ugly in the markets.

In this context, the #1 question for investors is whether the bull market is about to end and it’s time to “sell the farm” … or if this is another opportunity to “buy the dip.”

To answer this, I rely on a proprietary indicator that has triggered before every major meltdown in the last 50 years. This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick up one of the last copies…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on The Bloodbath is Here

A Tsunami of Liquidity is Coming in 2026

A tsunami of liquidity is coming to the financial system.

Globally, central banks have begun the next major easing cycle with a jaw-dropping 320 rate cuts already implemented since the cycle began a mere 24 months ago. And every major central bank is now easing:

  • The European Central Bank (ECB) has already cut rates eight times.
  • The Swiss National Bank (SNB) has already cut rates six times, taking them to zero.
  • The Bank of England (BoE) has cut rates five times.
  • The Bank of Canada has cut rates seven times.
  • Even the Fed, which chose to play political games for most of this easing cycle, is cutting rates, with five rate cuts.

In the very simplest of terms, the cost of money/ credit in the financial system is dropping rapidly. And this is happening at the same time that central banks AND governments are flooding the financial system with new money.

Japan just announced a new $110 billion stimulus program.

China plans to spend $1.4 trillion in stimulus  

The U.S. is talking about sending out $2,000 stimulus checks to every American with an income under $100,000. And there are rumblings about a “DOGE Dividend” of $5,000 as well.

On top of this, central banks are about to fire up the printing presses again. Both the Bank of Canada and the Fed have ended or will end their Quantitative Tightening (QT) programs soon.

Both banks will launch QE (the process of printing new money and using it to buy assets) soon after. The ECB, BoE and SNB aren’t far behind on this either. One whiff of asset price deflation and they’ll all be printing money too.

So again, a tsunami of liquidity is coming to the financial system.

The time to prepare for what this means for the markets is NOW before this happens.

On that note, we just published a Special Investment Report concerning THREE investments poised to produce extraordinary gains during the Great Global Melt Up. As I write this, all three of them recently hitting new all-time highs.

Normally I’d charge $499 for this report as a standalone item, but based on what is happening in the markets today we are making just 100 FREE copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in Melt Up | Comments Off on A Tsunami of Liquidity is Coming in 2026

Warning: The Bull Market is in SERIOUS Trouble

Last week the S&P 500 broke below its bull market trendline.

This is definitely cause for concern. Since mid-May 2025, this trendline has served as critical support for stocks. So, the fact that the market actually broke this line (even temporarily) is a warning sign that things are deteriorating for this bull market.

Indeed, while the S&P 500 managed to eke out several new all-time highs in October, “under the hood” breadth has gone nowhere for over two months. This signals that this bull market is being driven by fewer and fewer companies.

Put simply, stocks are flashing multiple warning signs that the bull market is in serious danger. 

In this context, the #1 question  for investors is whether the bull market is about to end and it’s time to “sell the farm”… or if this is another opportunity to “buy the dip.”

To answer this, I rely on a proprietary indicator that has triggered before every major meltdown in the last 50 years. This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick up one of the last copies…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on Warning: The Bull Market is in SERIOUS Trouble

Warning: Stocks Are On the Edge of a Cliff!

Stocks are breaking down because:

1) The bull run begun in April is more than overdue for a correction.

2) The Fed has signaled that it might not cut rates again in December.

Regarding #1, the bull run begun in early April has been ludicrous in its strength. It is NOT normal for stocks to go straight up. The mere fact the S&P 500 had gone 130 sessions without touching its 50-DMA moving average indicated that stocks were due for a significant correction.

Moreover, both high yield credit and breadth had signaled that the S&P 500 had more downside to go. This downdraft was signaled well in advance to those who were paying attention.

Which brings us to #2.

Multiple Fed officials have signaled that they are not on board with another rate cut at the Fed’s December meeting (December 9th-10th). This, combined with stocks being overbought and overextended above key moving averages, has resulted in the market struggling to rally.

Stocks are on the ledge of a cliff. What happens next is critical!

In this context, the #1 question  for investors is whether the bull market has ended and it’s time to “sell the farm.”

To answer this, I rely on a proprietary indicator that has triggered before every major meltdown in the last 50 years. This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick up one of the last copies…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on Warning: Stocks Are On the Edge of a Cliff!

What Happens to Gold Miners When Gold Hits $10,000 Per Ounce?

Gold is going to go to $10,000 per ounce.

Why?

Because the government/ Fed are going to print a truly obscene amount of money as soon as the economy rolls over.

Consider that Trump administration is current running “recession-level” fiscal deficits… at a time when the economy is still growing. Indeed, the only periods in history in which the U.S. ran deficits that were larger as a percentage of GDP was during the pandemic when the economy was in a free-fall and during World War II.

If this is the amount of spending the government is performing now (a deficit of $1.8 trillion), while the economy is growing… imagine what will happen when the economy finally contracts? $3 trillion deficits? $5 trillion deficits?

You get my point.

The only way the U.S. could get away with this much debt issuance would be if the Fed printed trillions of dollars and used it to buy Treasuries. When that happens (and it’s “when” not “if”), gold will go absolutely parabolic.

Below is a chart showing the ratio of gold to the S&P 500. When gold outperforms stocks, this line rises. When gold underperforms stocks, this line falls. Anyone who has any clue how to read a chart will tell you that this chart is forecasting gold EXPLODING higher relative to stocks.

This means gold going to $7,000 per ounce or even $10,000 per ounce.

Now imagine what will happen to precious metals miners when this happens and you’ll see that there is the potential for truly life-changing returns.

The time to prepare for this is NOW before it happens.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune if and when a gold revaluation occurs.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Gold, Hard Assets, Inflation, Melt Up, Precious Metals | Comments Off on What Happens to Gold Miners When Gold Hits $10,000 Per Ounce?

The Lows Are in For Gold… the Next Leg Higher is About to Begin!

The #1 story for the financial system today is the fact that gold is soaring again.

The current bull run in gold started in early 2024 when the precious metal broke out of a multi-year consolidation pattern to the upside.

It’s important to note that this was a global phenomenon, with gold going vertical against the $USD, the Euro, Japan’s Yen, and the Swiss France at that time.

What happened in early 2024?

Collectively, global central banks signaled that they were introducing another round of monetary easing. And since the financial system had never fully recovered from the obscene amount of money printing that had taken place during the pandemic (40% of all the money ever printed in the U.S. was printed during the pandemic), this was a signal that central banks were opting to “inflate away” the world’s debts by devaluing their currencies via artificially low interest rates and money printing.

Put simply, 2024 was the year that the financial system began a tectonic shift from paper/fiat assets to hard assets.

Since that time, gold, priced in U.S. dollars, has gone parabolic, rising from $2,000 per ounce to over $4,400 per ounce. Obviously, in investing, nothing goes straight up or straight down. And after a run like this, gold was due for a breather.

What’s striking however, is how short this breather is proving to be. As David Cervantes has noted, gold’s average correction has lasted three months since the secular bull market began in 2006.

Not this time it appears…

Gold exploded higher yesterday, rallying into overhead resistance at $4,100 per ounce. If the precious metal can break above that level with conviction, it is a MAJOR signal that THE LOWS are in, and gold is going to new highs.

And while gold will likely do very well going forward, the biggest opportunities will occur in precious metals miners. I’m talking about triple if not QUADRUPLE digit gains.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune if and when a gold revaluation occurs.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

As I write this, there are only 19 left…

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Central Bank Insanity, Gold, Hard Assets, Inflation, It IS different this time., It's a Bull Market, Melt Up, Precious Metals | Comments Off on The Lows Are in For Gold… the Next Leg Higher is About to Begin!

Warning: All of This is Going To Unleash Another Round of Inflation

Stocks are up sharply this morning news that on deal has been struck to reopen the U.S. government. This, combined with the China trade deal and the Trump administration’s proposal to flood the economy with free money (more on this shortly) has opened the door to an early “Santa rally” to 7,000 on the S&P 500.

This is the good news. The bad news is that inflation is surging higher again.

The Trump administration has bet the republic on the notion that the U.S. can somehow grow its way out of its debt issues. This is the proverbial “run it hot” economic framework in which you pursue growth by any means even if it means risking an inflationary storm.

To this end, the Trump administration is proposing everything it can think of from:

  1. Inflating a stock market bubble.
  1. Inflating a housing bubble, while introducing policies to try to get more buyers in the market (see the proposed 50-year mortgage plan the Trump administration unveiled over the weekend).
  1. Running massive fiscal spending programs that are equal to if not larger than those run by the Biden administration.
  1. Stimulus checks: including $1,000 to be invested in stocks on behalf of every new child born in the U.S., potentially $5,000 in stimulus checks to every household as a “DOGE Dividend,” and $2,000 in stimulus checks for every American courtesy of tariff revenues, etc.

Put simply, the Trump administration is flooding the financial system with money whether it be in the form of fiscal spending, stimulus checks/ helicopter money, or monetary easing via the Fed.

All of this is highly inflationary. And it is creating what I call the Great Global Melt-Up: a process through which risk assets EXPLODE higher in a massive bubble. The S&P 500 has already hit 28 all-time highs this year. Gold has nearly doubled in value from $2,600 per ounce to $4,400 per ounce. And $BTC and other risk assets have exploded higher too.

The flip side of this is that the $USD has collapsed and is on the ledge of a cliff. After all, inflation means a weak-$USD. Oh, and by the way, remember that the Fed hasn’t even started printing money yet!

Is this dangerous? Yes. Will it end horribly? Yes. But as investors, our job is to make money from this… because when this bubble bursts (as all bubbles do), the coming crisis will make 2008 look like a picnic.

So, take advantage of this while it lasts. Inflation is dangerous… but it also presents the opportunity for life-changing gains with the right investments.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune if and when a gold revaluation occurs.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation, Precious Metals, Run It Hot! | Comments Off on Warning: All of This is Going To Unleash Another Round of Inflation

This is the #1 Question For Investors Today

The stock market sell off continues. And it’s to be expected.

The S&P 500 has now gone 131 sessions without touching its 50-DMA. This is the longest streak since 2007 (almost 20 years). Based on this alone, the odds were quite high that the S&P 500 would correct to touch its 50-DMA.

However, this is nothing to panic about. High yield credit, which typically leads the S&P 500, is signaling that most of the decline is over.  Stocks might have another 1%-2% downside to go, but they should find their footing relatively soon.

What happens then is critical: the #1 question for investors is if this is going to be a garden variety correction or if it’s the start of another bear market/ crisis.

To answer this, I rely on a proprietary indicator that has triggered before every major meltdown in the last 50 years. This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick up one of the last copies…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on This is the #1 Question For Investors Today

The Bloodbath Has Arrived

Stocks are selling off hard this morning.

This is no surprise and if your strategist hasn’t been warning of a correction, you need to get a new strategist.

In investing, nothing goes straight up or straight down. And since April, stocks have been on a historic run. All told the S&P 500 has gone over 120 sessions without touching its 50-day simple moving average (DMA). This is the longest streak since 2011 and is the 3rd longest since 2000.

This STRONGLY suggested stocks were due for a pullback to the 50-DMA. For this reason (and numerous others revealed to private clients two weeks ago), I’ve been warning our clients NOT to aggressively buy stocks. Instead, we’ve been in “watch and wait” mode as we prepared for the coming correction.

The wait is over.

The S&P 500 is a sea of red this morning. And by the look of things there is plenty of more downside to come. High yield credit, which usually leads stocks both the upside and the down is signaling that the S&P 500 has a date with the 6600s.

Breadth, which also usually leads the S&P 500 is signaling a drop to the 6,700s.

Both of these are right in the ballpark of the 50-DMA for the S&P 500. Taken together, they strongly suggest we’re going to see a pullback to the 50-DMA. The big question for investors is if this is going to be a garden variety correction or if it’s the start of another bear market/ crisis.

To answer this, I rely on a proprietary indicator that has triggered before every major meltdown in the last 50 years. This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick up one of the last copies…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on The Bloodbath Has Arrived

Fed Insider: “The Next Round of Money Printing is About to Begin!”

The next round of money printing is about to begin.

It’s not a question of “if,” but a question of “when.”

On the surface, everything seems hunky dory in the financial system. Stocks are at all-time highs. Bonds are stable. And the $USD appears to be finding its footing after losing 11% during the first half of the year.

However, “beneath the surface” things are beginning to unravel.

Since 2023, the Fed has drained some $2.38 trillion in reserves from the financial system via its Quantitative Tightening (QT) program.  As a result of this and other recent developments, reserves (cash available for overnight/short-term lending) in the financial system have fallen to their lowest levels in FIVE years ($3 trillion).

That sounds like a lot of money, but it’s in fact quite low for what banks require to keep things running smoothly in the financial system. As a result of this, banks/ financial firms are turning to the Fed as a kind of “lender of last resort” for short-term liquidity/ financing needs. And not by a little: in the last two weeks, demands for overnight funding from the Fed have skyrocketed from nothing to over $50 billion.

I realize this sounds like a bunch of financial jargon, so let me put it this way… the issues that led to the 2018 market collapse are beginning to resurface again. At that time, stocks nose-dived 20% in the span of a few weeks before the Fed was forced to panic and reverse course.

So, while things look great in the financial system as far as stocks are concerned. The reality is that if the Fed doesn’t act quickly things could get UGLY fast.

In light of this, I fully believe the Fed will be forced to launch a new Quantitative Easing (QE) program in the next six months.

I’m not the only one.

Lorie Logan is the President of the Federal Reserve Bank of Dallas. As such she is one of 12 Fed Presidents. This is an extremely high-level insider at the Fed. And she just said the following…

…if the recent rise in rates on overnight repurchase agreements for Treasuries proves not to be temporary, the Fed will need to restart asset purchases [QE] to keep bank reserves ample…

Source: MSN

So again, as I stated at the start of this article… The next round of money printing is about to begin. It’s not a question of “if,” but a question of “when.” And between this and the Trump administration’s potential revaluing gold at $10,000 or even $20,000 per ounce, the potential for life-changing gains is higher than at any time in the last three years.

Imagine what would happen to precious metals miners or other gold plays if gold was revalued from $4,000 per ounce to $10,000 or even $20,000 per ounce while the Fed launches its next major money printing program and you’ll see what I mean.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune if and when a gold revaluation occurs.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Bank Crisis, Central Bank Insanity, It IS different this time., Precious Metals | Comments Off on Fed Insider: “The Next Round of Money Printing is About to Begin!”

What Happens to Gold Miners If Trump Revalues Gold to $20K Per Ounce?

That last article made quite an impression!

By quick way of review, the basic premise we outlined was as follows…

  1. The Fed currently holds certificates for some 261 million ounces of gold.
  2. Since 1973, these holdings have been valued at just $42.22 per ounce.
  3. If the Treasury were to revalue this gold at the market rate, it would immediately add ~$700 billion to $1trillion in new capital to the asset side of the U.S.’s balance sheet.

The legislation permitting this is already in Congress via the $BTC Act of 2025. See below:

Bear in mind, we’re just talking about the U.S. revaluing its gold holdings to the market rate. Based on historical precedent, the U.S. could choose to revalue gold to a MUCH higher price than that: $10,000 per ounce or even $20,000 per ounce.

This is right along the lines of what Franklin Delano Roosevelt did with the Gold Reserve Act of 1934. At that time, FDR revalued gold from $20.67 to $35 per oz, which represents a revaluation 69% higher. Of course, the U.S.’s debt situation was nowhere its current levels (the Debt to GDP ratio was a mere 40% compared to 120% today).

This is why I believe if the U.S. were to revalue gold in 2026, it would do so to a MUCH higher price. As I noted in my last article, a revaluation of gold to $20,000 per ounce would immediately give the U.S. an additional $5 TRILLION in capital.

At that price, the U.S. could retire ~18% of its debt outstanding, which in turn would reduce its interest payments and improve its fiscal position.

It would also provide an implicit link between the $USD and gold, which would cement the $USD as the world’s reserve currency… defeating China’s current strategic goal of establishing a gold-backed Yuan to replace the $USD.

Conspiracy theory? The language is already laid out in the $BTC Act. And Treasury Secretary Scott Bessent has made multiple statements about “monetizing the asset side” of the U.S.’s balance sheet.

I realize this sounds crazy… but if you had told someone a year ago that the U.S. would…

  1. Create a sovereign wealth fund.
  2. Create a Strategic $BTC Reserve
  3. Start buying stakes in publicly traded companies (MP, INTC, etc.).

…those policies would have sounded crazy then too. And that’s precisely what has happened!

Finally, we have to consider that this kind of strategy is something the President himself has done throughout his career in commercial real estate. Do you really think the self-proclaimed “King of Cheap” debt… the man who has a history of revaluing the assets he owns to restructure/ procure lower debt rates, hasn’t thought of this?

Those investors who are correctly positioned for this could generate life-changing returns. Imagine what would happen to precious metals miners or other gold plays if gold was revalued from $4,000 per ounce to $10,000 or even $20,000 per ounce and you’ll see what I mean.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune if and when a gold revaluation occurs.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in crypto, Debt Bomb, Gold, Hard Assets, It IS different this time. | Comments Off on What Happens to Gold Miners If Trump Revalues Gold to $20K Per Ounce?

Investor Alert: the Trump Administration is Going Revalue Gold in 2026.

The Trump administration is going to revalue gold some time in 2026.

This is not conspiracy theory; the actual legislation is already in Congress as part of the Bitcoin Act. Specifically, Section 9 of the Act explicitly outlines that the Treasury is going to revalue the Fed’s gold holdings (currently valued at $11 billion at a price of $42.22 per ounce) to market rates ~$4,000 per ounce.

See for yourself.

Note that the “official reason” for this revaluation is to help finance the Strategic Bitcoin Reserve. However, the fact remains: revaluing the Fed’s gold holdings opens the door to a broader gold revaluation including full audits of all gold reserves owned by the government and other major entities.

Why would the government want to do this?

Because it sets the stage for a “financial system reset” that will involve gold in some way.

As I’ve noted time and again, there is too much debt in the financial system. A gold revaluation could “reset” the U.S.’s financial situation by boosting the asset side of Uncle Sam’s balance sheet by as much as $5 trillion depending on what price gold is revalued to. And if you think this is impossible, recall that the U.S. already did this once under former President Franklin Delano Roosevelt in 1934 (the Gold Reserve Act revalued gold from $20.67 to $35 per oz).

This in turn would strengthen the $USD’s standing as global reserve currency as it establish the U.S. as the first sovereign “gold-backed” balance sheet in 50 years (the U.S. completely severed any ties to the Gold Standard in 1971).

Again, none of this is conspiracy theory… the legislation that opens the door to all of this is literally already in Congress. And don’t forget that Treasury Secretary Scott Bessent has publicly made statements about “monetizing the asset side of the balance sheet” i.e. boosting the U.S.’s asset holdings by revaluing what it already owns.

Those investors who are correctly positioned for this could generate life-changing returns. Imagine what would happen to precious metals miners or other gold plays if gold was revalued from $4,000 per ounce to $10,000 or even $20,000 per ounce and you’ll see what I mean.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to potentially make a fortune if and when a gold revaluation occurs.

The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Central Bank Insanity, Gold | Comments Off on Investor Alert: the Trump Administration is Going Revalue Gold in 2026.

Warning: The Single Best Indicator of Future Inflation is Ripping Higher!

The single best predictor of future inflation is SCREAMING that another inflationary storm is coming.

The Fed focuses on two inflation measures: the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE). 

There are two MAJOR problems with this:

  1. Both measures of inflation have numerous gimmicks designed to UNDER-state the true rate of inflation.
  2. Both measures are ALSO terrible predictors of future inflation.

What’s astonishing is that the Fed is aware of both of these facts.

You see, back in 2001, the Fed had several researchers dive into the subject of inflation. Their goal was the analyze whether the Fed’s preferred measures of inflation (CPI and PCE) were decent predictors of future inflation. The Fed also investigated a whole slew of other inflation measures for comparison purposes.

The results?

The Fed researchers discovered that both CPI and PCE were TERRIBLE predictors of future inflation. And in fact, the single best predictor of future inflation was food inflation.

See for yourself:

We see that past inflation in food prices has been a better forecaster of future inflation than has the popular core measure [CPI and PCE]…Comparing the past year’s inflation in food prices to the prices of other components that comprise the PCEPI (as in Table 1), we find that the food component still ranks the best among them all…

Source: St Louis Fed (emphasis added).

I bring all of this up, because food inflation is now ripping higher.

September’s CPI revealed that “food at home” prices rose 0.3% month over month. This comes to an annualized rate of ~4%... which is WAY over the Fed’s inflation target of 2%. 

On top of this, both “meats, poultry, fish, and eggs” and “non-alcoholic beverages” are clocking in at over 5% year over year!

If you’re looking for a reason why gold has erupted higher this year… and why the $USD has been dropping like a stone, this is it: the financial system is fully aware that another inflationary storm is coming in 2026!

Smart investors are preparing for this NOW, before it hits.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains my top inflation hedges, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Central Bank Insanity, Inflation, Precious Metals | Comments Off on Warning: The Single Best Indicator of Future Inflation is Ripping Higher!

Investor Alert: the Biggest Opportunities Today Are NOT In Stocks…

Stocks hit new all-time highs last week on news that the Trump administration has the basic outline of a trade deal with China.

There is NOTHING bearish about this chart.

Indeed, the move has been confirmed by High Yield Credit, which is much more sensitive to changes in risk/ the macro environment than stocks. The High Yield Credit ETF (HYG) has also hit new all-time highs indicating little to no duress in the financial system.

What is happening here? Weren’t stocks on the cusp of a serious correction with numerous subprime lending firms blowing up just a few weeks ago?

What’s going on is the financial system is in what I call the Great Global Melt Up: a process through which central banks devalue their currencies via money printing… forcing investors to move capital into risk assets like stocks, precious metals and the like.

The reality is this is the ONLY option central banks have to deal with the world’s egregious levels of debt. There is no way that countries like the U.S., France or others can grow their way out of their debt loads. And defaulting on their debt would trigger a crisis that would make 2008 look like a picnic.

Thus, the only path forward, as far as policymakers are concerned, is to devalue their currencies in an attempt to “inflate away” their debts. To that end, central banks have already cut rates 312 times in the last 24 months.

That is not a typo: central banks are averaging 13 rate cuts per month as they race to make money/ credit cheaper.

This is why stocks are bubbling up. It’s why gold has hit new all-time highs, erupting from $2,600 per ounce at the start of the year to over $4,000 per ounce today. And it’s why investors NEED to prepare for what’s coming to insure they maintain their wealth.

Take a look at the $USD and you’ll see what I mean… the greenback is on the verge of taking out a 15-year trendline. When this breaks, and it will, anyone who is storing their wealth in savings/ cash will get taken to the cleaners.

And while stocks will likely do well in this environment, precious metals, specifically precious metals miners will produce truly life changing gains.

The S&P 500 is up 10% thus far in 2025. But the ENTIRE gold mining complex is up over TEN TIMES that at 110%.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains my top five precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that are already up 40%, 120%, 120%, 140% and an incredible 450% this year alone!

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Gold, Precious Metals | Comments Off on Investor Alert: the Biggest Opportunities Today Are NOT In Stocks…