Monthly Archives: December 2017

Did you know inflation is too low? I didn’t. And neither does the $USD. The greenback is down almost 10% this year and is about to end 2017 with its largest loss in over a decade. Bear in mind, the … Continue reading

Posted on by The Phoenix | Comments Off on If Inflation is Too Low… Why is the US Dollar Collapsing?

The single most important chart for understanding the current state of the US financial system is the following: US Gross Domestic Product vs. US Total Debt Securities,                                              … Continue reading

Posted on by The Phoenix | Comments Off on The True Consequence of Ending the Gold Standard (In One Chart)

The single most important chart for understanding the current state of the US financial system is the following: US Gross Domestic Product vs. US Total Debt Securities,                                              … Continue reading

Posted on by The Phoenix | Comments Off on This Is The Single Most Important Chart For the US Financial System

It is clear stocks are in a massive bubble based on their Price to Sale (P/S valuation). What about the economy? Warren Buffett once famously stated that his favorite means of valuing stock was the stock market capitalization to GDP … Continue reading

Posted on by The Phoenix | Comments Off on More Evidence That Stocks Are in a 1999-Type Mania

It is clear stocks are in a massive bubble based on their Price to Sale (P/S valuation). What about the economy? Warren Buffett once famously stated that his favorite means of valuing stock was the stock market capitalization to GDP … Continue reading

Posted on by The Phoenix | Comments Off on Warren Buffett’s Favorite Indicator Just Flashed a Major Warning

The Fed raised rates another 0.25% the week before last. This marks the 5th rate hike since the Fed embarked on its policy tightening in December 2015 and the fourth rate hike in the last 12 months. The Fed’s latest … Continue reading

Posted on by The Phoenix | Comments Off on Stocks Are So Bubbly Even Fed Officials Have Caught On

The Fed raised rates another 0.25% the week before last. This marks the 5th rate hike since the Fed embarked on its policy tightening in December 2015 and the fourth rate hike in the last 12 months. The Fed’s latest … Continue reading

Posted on by The Phoenix | Comments Off on Bubble Watch: The Fed KNOWS We’re in a 1999-Type Mania…

If you wanted more evidence that Central Banks will stop at nothing to induce inflation, consider that yesterday Bank of Japan stated that it will continue with its QE program and with negative rates for as long as it takes … Continue reading

Posted on by The Phoenix | Comments Off on Bubble Watch: Central Banks Are Planning $1+ Trillion in QE in 2018

If you wanted more evidence that Central Banks will stop at nothing to induce inflation, consider that yesterday Bank of Japan stated that it will continue with its QE program and with negative rates for as long as it takes … Continue reading

Posted on by The Phoenix | Comments Off on Will QE Prove the Needle That Bursts the Bond Bubble in 2018?

Perhaps the single biggest development this year, as far as the markets were concerned, was the Fed admitting on the record that it has no idea what is going on with inflation. This represents a kind of endgame for the … Continue reading

Posted on by The Phoenix | Comments Off on Is the Bond Market About to Call the Fed’s Inflationary Bluff?

The bond market is talking, but no one is listening. As I explain in my bestselling book The Everything Bubble: the Endgame For Central Bank Policy, the yield on the 10-Year US Treasury bond is the single most important interest … Continue reading

Posted on by The Phoenix | Comments Off on Inflation Watch: The Most Important Bond Yield in the World is RISING

The bond market is talking, but no one is listening. As I explain in my bestselling book The Everything Bubble: the Endgame For Central Bank Policy, the yield on the 10-Year US Treasury bond is the single most important interest … Continue reading

Posted on by The Phoenix | Comments Off on The Most Important Rate in the World Just Broke a 20-Year Trendline

While the Fed Board of Governors continues with its “we don’t see inflation anywhere” shtick, one of its own in-house measures (the underlying inflation gauge or UIG) is about to hit 3%. The UIG estimated on the “full data set” … Continue reading

Posted on by The Phoenix | Comments Off on What Happens to the Bond Bubble As Inflation Spikes Above 3%

While the Fed Board of Governors continues with its “we don’t see inflation anywhere” shtick, one of its own in-house measures (the underlying inflation gauge or UIG) is about to hit 3%. The UIG estimated on the “full data set” … Continue reading

Posted on by The Phoenix | Comments Off on The Fed’s Own “In-House” Inflation Metric is Already Clocking 3%

While the Fed Board of Governors continues with its “we don’t see inflation anywhere” shtick, one of its own in-house measures (the underlying inflation gauge or UIG) is about to hit 3%. The UIG estimated on the “full data set” … Continue reading

Posted on by The Phoenix | Comments Off on Warning: Real Inflation is Already 3%… and the Fed Wants More!

The financial system is preparing for an inflationary shock. The single best means of measuring inflation vs deflationary forces in the US financial system is the TIP to Long-Treasury (TLT) ratio. When this ratio rallies the system is predicting inflation. … Continue reading

Posted on by The Phoenix | Comments Off on Three Charts That SCREAM “Inflation” In 2018

The financial system is preparing for an inflationary shock. The single best means of measuring inflation vs deflationary forces in the US financial system is the TIP to Long-Treasury (TLT) ratio. When this ratio rallies the system is predicting inflation. … Continue reading

Posted on by The Phoenix | Comments Off on This 8-Year Mega-Trend is About to End (Big Gains Ahead!)

I believe 2018 will be the year inflation arrives. The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan (BoJ) and Swiss National Bank (SNB) have maintained emergency levels … Continue reading

Posted on by The Phoenix | Comments Off on What Happens to the $200 TRILLION Bond Bubble When Rates Normalize?

I believe 2018 will be the year inflation arrives. The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan (BoJ) and Swiss National Bank (SNB) have maintained emergency levels … Continue reading

Posted on by The Phoenix | Comments Off on Inflation is Spiking Globally… Bond Bubble Bursts in 3… 2…

I believe 2018 will be the year inflation arrives. The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan (BoJ) and Swiss National Bank (SNB) have maintained emergency levels … Continue reading

Posted on by The Phoenix | Comments Off on Bubble Watch: Warning Signs That The Everything Bubble Will Burst in 2018