Monthly Archives: December 2017

The Fed concludes its final FOMC meeting of the year today. The entire financial world expects the Fed to raise rates a final time. This will mark the fifth rate hike since December 2015, and the fourth of the last … Continue reading

Posted on by The Phoenix | Comments Off on How the Fed “Hides” Inflation to Mask Declining Living Standards

The Fed concludes its final FOMC meeting of the year today. The entire financial world expects the Fed to raise rates a final time. This will mark the fifth rate hike since December 2015, and the fourth of the last … Continue reading

Posted on by The Phoenix | Comments Off on Greenspan and the Myth of “Inflation is Too Low”

The Fed concludes its final FOMC meeting of the year today. The entire financial world expects the Fed to raise rates a final time. This will mark the fifth rate hike since December 2015, and the fourth of the last … Continue reading

Posted on by The Phoenix | Comments Off on The Fed is Arranging Deck Chairs on the Titanic (the Iceberg Comes in 2018).

The Fed claims we’re not in a bubble. This, like the Fed’s claims inflation is too low, is hogwash. As I outline in my bestselling book The Everything Bubble: The Endgame For Central Bank Policy, the reality is that the … Continue reading

Posted on by The Phoenix | Comments Off on It’s Official… the Markets Are in “1999” Mode

The Fed claims we’re not in a bubble. This, like the Fed’s claims inflation is too low, is hogwash. As I outline in my bestselling book The Everything Bubble: The Endgame For Central Bank Policy, the reality is that the … Continue reading

Posted on by The Phoenix | Comments Off on The Fed’s Lies Are Going to Cost Investors A Fortune in 2018

In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs. The goal here was to reflate the financial system by pushing the … Continue reading

Posted on by The Phoenix | Comments Off on Which Central Bank Will Go Under First When the Everything Bubble Bursts?

In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs. The goal here was to reflate the financial system by pushing the … Continue reading

Posted on by The Phoenix | Comments Off on Could Inflation Render a Central Bank Insolvent?

In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs. The goal here was to reflate the financial system by pushing the … Continue reading

Posted on by The Phoenix | Comments Off on The Process Through Which the First Major Central Bank Goes Bust Has Begun

Is it “Late 2007” For the Everything Bubble? Timing the end of a major bubble is extraordinarily difficult as it entails figuring out when a critical mass of investors shift from greed to fear. Having said that, we’ve recently seen … Continue reading

Posted on by The Phoenix | Comments Off on Is it “Late 2007” For the Everything Bubble?

And they’re going to choose to let stocks go. The #1 driver of the stock market is Central Bank money printing. In 2017 alone, the BoJ and the European Central Bank (ECB) have printed over $1.5 TRILLION and funneled it … Continue reading

Posted on by The Phoenix | Comments Off on In 2018, Central Banks Will Have to Choose… Blow Up Stocks or Bonds…

The Bank of Japan (BoJ) will RAISE rates in 2018. And it’s going to collapse the stock market. The #1 driver of the stock market is Central Bank money printing. In 2017 alone, the BoJ and the European Central Bank … Continue reading

Posted on by The Phoenix | Comments Off on Bubble Watch: The Bank of Japan is About to Shock the World

Inflation Watch: This Super Popular Sector is in Serious Trouble Tech is warning about inflation. Tech performs terribly during periods of higher inflation. If you think I’m making this up, take a look at the NASDAQ’s performance versus Gold during … Continue reading

Posted on by The Phoenix | Comments Off on Inflation Watch: This Super Popular Sector is in Serious Trouble

The bubble in sovereign bonds is looking dangerously close to popping. And ironically, what could burst it is the very thing Central Banks have been pursuing aggressively for the last 9 years: inflation. As I explain in my bestselling book The … Continue reading

Posted on by The Phoenix | Comments Off on 2018 Will Be When Central Bank Policy Crashes Into the Wall

As we keep emphasizing, the world is in an Everything Bubble. In truth, it is a bubble in sovereign bonds, created by Central Banks attempting to corner these markets via ZIRP and QE. However, because sovereign bonds are the bedrock … Continue reading

Posted on by The Phoenix | Comments Off on Bubble Watch: The Everything Bubble is Riskier and Less Liquid Than Housing

When Central Banks attempted to corner the sovereign bond market via ZIRP and QE, they forced ALL risk in the financial system to adjust lower. Remember, in a fiat-based monetary system such as the one used by the world today, … Continue reading

Posted on by The Phoenix | Comments Off on Bubble Watch: US Margin Debt Now Equal the Economy of Taiwan