Monthly Archives: March 2016

Inflation is Here and the Fed Wants More

The Fed failed to hike interest rates in March despite the “data” hitting levels at which the Fed said it would hike. Indeed, the Fed even lowered its expected number of rate hikes for this year from four to two! … Continue reading

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Inflation Has Hit the US and is Only Going to Get Worse

The Fed is rapidly losing control. Core inflation has already broken above 2%. This happened when OIL was imploding. As well as commodities in general. Why does this matter? Because core inflation is ABOVE 2% at a time when commodity … Continue reading

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New Legislation Permits FDIC to Seize Bank Deposits for Bail-Ins

The world will soon be facing a tsunami of defaults on bad debts. This will include municipal or local government defaults, governments “defaulting” on promises they’ve made to the people (Social Security, Medicaid), a default on the social contract between … Continue reading

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Bank Deposits Are Now On the Hook For Bank Bail-Ins

Deposits That Go To Zero and Capital Controls for Two Years Canada has joined the “bail-in” posse. Canada will introduce legislation to implement a “bail-in” regime for systemically important banks that would shift some of the responsibility for propping up … Continue reading

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The Bail-In Template: Bank Deposits That Can Go to ZERO

Deposits That Go To Zero and Capital Controls for Two Years Canada has joined the “bail-in” posse. Canada will introduce legislation to implement a “bail-in” regime for systemically important banks that would shift some of the responsibility for propping up … Continue reading

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Cyprus Bail-Ins: the Template For What’s Coming to a Bank Near You

Deposits That Go To Zero and Capital Controls for Two Years Canada has joined the “bail-in” posse. Canada will introduce legislation to implement a “bail-in” regime for systemically important banks that would shift some of the responsibility for propping up … Continue reading

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The Cyprus “Bail-In” Template is Coming to a Bank Near You

Deposits That Go To Zero and Capital Controls for Two Years Canada has joined the “bail-in” posse. Canada will introduce legislation to implement a “bail-in” regime for systemically important banks that would shift some of the responsibility for propping up … Continue reading

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The Bounce is Over. The Next Leg Down Has Begun!

The markets are down sharply overnight. As I warned clients yesterday, it’s very likely the bounce is over. If you are not preparing for a bear market in stocks, you NEED to do so NOW. I can show you how. … Continue reading

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The True & Shocking State of the Financial System in Six Bullet Points

For six years, the world has operated under a complete delusion that Central Banks somehow fixed the 2008 Crisis. All of the arguments claiming this defied common sense. A 5th grader would tell you that you cannot solve a debt … Continue reading

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Inflation Has Hit the US

The Fed is rapidly losing control. Core inflation has already broken above 2%. This happened when OIL was imploding. As well as commodities in general. Why does this matter? Because core inflation is ABOVE 2% at a time when commodity … Continue reading

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The Next Crisis Will Be THE Crisis

For six years, the world has operated under a complete delusion that Central Banks somehow fixed the 2008 Crisis All of the arguments claiming this defied common sense. A 5th grader would tell you that you cannot solve a debt … Continue reading

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The ONLY Buyer of Stocks Just Stopped Buying… Buckle Up

The rally of the last month has many scratching their heads. That is, until you realize: Most of it was driven by “short-covering.” The primary buyers of stocks today are corporations buying back their stock to juice EPS, not actual … Continue reading

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Here’s the Bounce… Is the REAL Market Collapse Just Around the Corner?

When it comes to analyzing long-term trends, the 10-month moving average has been a great metric for charting long-term bull market vs. bear market changes. The 10-month moving average has been a great metric for charting long-term bull vs. bear … Continue reading

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The Fed Just Confirmed Inflation is Here

As we warned last week, the inflation genie is out of the bottle… We now have confirmation that the Fed is aware of this… Two key Federal Reserve officials said Monday they expect inflation to get closer to the central … Continue reading

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The Fed is About to Trigger Another Great Depression

It’s literally 1937 all over again. Many analysts have called for the Fed not to repeat its mistake of 1937. That mistake? Raising rates when the economy was already weak. Doing this prolonged the Great Depression. However, few commentators point … Continue reading

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Is Fed is Doomed to Repeat the Mistake of 1937

It’s literally 1937 all over again. Many analysts have called for the Fed not to repeat its mistake of 1937. That mistake? Raising rates when the economy was already weak. Doing this prolonged the Great Depression. However, few commentators point … Continue reading

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The Inflation Genie is Out of the Bottle

The Fed is rapidly losing control. Core inflation has already broken above 2%. This happened when OIL was imploding. As well as commodities in general. Why does this matter? Because core inflation is ABOVE 2% at a time when commodity … Continue reading

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Is This Whole Stock Market Bounce Just One Big Trap?

I don’t trust this rally. Few analysts realize that the sharpest, most aggressive rallies occur during bear markets. The reason for this is that during bear markets, investors tend to go short (borrow shares to bet on a collapse). So … Continue reading

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Stocks Have Rallied Based on Hope (Nothing’s Changed)

What a different four weeks makes. Four weeks ago, the S&P 500 had just taken out critical support. Everyone was panicking that the market was about to implode. At that time, China was continuing to devalue the Yuan as its … Continue reading

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More and More Fed Officials Calling For NIRP

The Fed Vice-Chair has begun laying the groundwork for NIRP. The US Federal Reserve is obsessed with market reactions to its policies. Because of this, anytime the Fed plans to announce a major change in policy, it preps the markets … Continue reading

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