Monthly Archives: November 2018

The Sub-Prime Debt Bomb is Back… And It’s Corporate This Time

Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it was effectively … Continue reading

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Even the IMF Knows Corporate Bonds are A Major Problem

Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it was effectively … Continue reading

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Are Investment Grade Bonds REALLY Investment Grade?

Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it was effectively … Continue reading

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Remember, Stockholders Come AFTER Bondholders During Default/ Restructuring

Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it was effectively … Continue reading

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Forget Stocks… It’s BONDS That Will Blow Up The Markets

Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it was effectively … Continue reading

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Forget the Fed, the Everything Bubble Has Gone Corporate… And It’s Bursting

Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it was effectively … Continue reading

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Just What Got Powell… It Wasn’t Anything Good.

Yesterday, Fed Chair Jerome Powell did a complete 180 on the Fed’s hawkishness. For 11 months straight Powell had maintained that the economy was booming and that the Fed would be hiking rates until the end of 2019. Powell did … Continue reading

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Ignore the Media, the Next Leg Down is About to Hit Stocks $SPX

Yesterday, Fed Chair Jerome Powell did a complete 180 on the Fed’s hawkishness. For 11 months straight Powell had maintained that the economy was booming and that the Fed would be hiking rates until the end of 2019. Powell did … Continue reading

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Warning: the $USD Isn’t Buying Powell’s Schtick At All

Yesterday, Fed Chair Jerome Powell did a complete 180 on the Fed’s hawkishness. For 11 months straight Powell had maintained that the economy was booming and that the Fed would be hiking rates until the end of 2019. Powell did … Continue reading

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Jerome Powell Just Signaled that Something Truly Horrific is Coming

Yesterday, Fed Chair Jerome Powell did a complete 180 on the Fed’s hawkishness. For 11 months straight Powell had maintained that the economy was booming and that the Fed would be hiking rates until the end of 2019. Powell did … Continue reading

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Yesterday’s Fed Decision Wasn’t Good… No, It Was Very, VERY Bad

Yesterday, Fed Chair Jerome Powell did a complete 180 on the Fed’s hawkishness. For 11 months straight Powell had maintained that the economy was booming and that the Fed would be hiking rates until the end of 2019. Powell did … Continue reading

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Who Do You Trust… the $USD… or the Mainstream Media?

Stock markets are rallying today on the belief that somehow the US and China will sign a trade deal at the upcoming G-20 meeting. Investors are buying this narrative despite the facts that… 1)   The Trump administration has already admitted … Continue reading

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Four Reasons Why a Trade Deal Isn’t Coming This Weekend…

Stock markets are rallying today on the belief that somehow the US and China will sign a trade deal at the upcoming G-20 meeting. Investors are buying this narrative despite the facts that… 1)   The Trump administration has already admitted … Continue reading

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The Largest Most Liquid Market in the World Isn’t Buying the Trade Deal Narrative

Stock markets are rallying today on the belief that somehow the US and China will sign a trade deal at the upcoming G-20 meeting. Investors are buying this narrative despite the facts that… 1)   The Trump administration has already admitted … Continue reading

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If a Trade Deal Was Coming… Wouldn’t Stocks Reclaim Their 200-DMA?

Stock markets are rallying today on the belief that somehow the US and China will sign a trade deal at the upcoming G-20 meeting. Investors are buying this narrative despite the facts that… 1)   The Trump administration has already admitted … Continue reading

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The $USD Just Called “BS” on the Latest Trade Deal Narrative

Stock markets are rallying today on the belief that somehow the US and China will sign a trade deal at the upcoming G-20 meeting. Investors are buying this narrative despite the facts that… 1)   The Trump administration has already admitted … Continue reading

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The Fed Won’t Walk Back Rate Hikes Until This Line

Investors are once again pinning their forecasts on hope. The hope is that the Powell Fed will slow the pace of its rate hikes based on the recent market carnage in stocks and bonds. And once again the Fed is … Continue reading

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Hope is Not a Strategy. And Yet, Most Investors Are Banking on It

Investors are once again pinning their forecasts on hope. The hope is that the Powell Fed will slow the pace of its rate hikes based on the recent market carnage in stocks and bonds. And once again the Fed is … Continue reading

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Don’t Bet on Jerome Powell “Saving the Day” for Stocks

Investors are once again pinning their forecasts on hope. The hope is that the Powell Fed will slow the pace of its rate hikes based on the recent market carnage in stocks and bonds. And once again the Fed is … Continue reading

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Jerome Powell is NOT Bernanke or Yellen. He Doesn’t Care if Stocks Crash

Investors are once again pinning their forecasts on hope. The hope is that the Powell Fed will slow the pace of its rate hikes based on the recent market carnage in stocks and bonds. And once again the Fed is … Continue reading

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