Monthly Archives: March 2019

Will Jerome Powell’s “Band-Aid” Be Enough to Stop the Everything Bubble Bursting?

Jerome Powell burst the Everything Bubble… and now he’s desperately trying to put it back together again. Having generated the single largest mis-allocation of capital in history from 2008-2016 by manipulating bond yields to extraordinary lows, the Fed, lead by … Continue reading

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Why Every Single Fed Hawk Became Dovish In the Last 12 Weeks

In the last two months every single Fed Hawk has given up on normalization. Every. Single. One. Throughout 2018 Fed Chair Powell maintained that he was focused EXCLUSIVELY on normalizing Fed policy by: 1)   Reducing its Balance Sheet to pre-crisis … Continue reading

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The Chart No One of CNBC Wants You to See

In the last two months every single Fed Hawk has given up on normalization. Every. Single. One. Throughout 2018 Fed Chair Powell maintained that he was focused EXCLUSIVELY on normalizing Fed policy by: 1)   Reducing its Balance Sheet to pre-crisis … Continue reading

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The Real Reason Jerome Powell Buckled Like a Paper Plate

In the last two months every single Fed Hawk has given up on normalization. Every. Single. One. Throughout 2018 Fed Chair Powell maintained that he was focused EXCLUSIVELY on normalizing Fed policy by: 1)   Reducing its Balance Sheet to pre-crisis … Continue reading

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The Fed’s Obsession With Stocks Reveals the Truth: They’re Terrified of What’s Coming

In the last two months every single Fed Hawk has given up on normalization. Every. Single. One. Throughout 2018 Fed Chair Powell maintained that he was focused EXCLUSIVELY on normalizing Fed policy by: 1)   Reducing its Balance Sheet to pre-crisis … Continue reading

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Five Reasons Why I Don’t Think We Reach New All Time Highs

More and more “risk on” sectors are signaling that the stock market is topping. High Yield Credit lead stocks to the upside during this rally. It’s now stalled and is rolling over.   The same is true for leveraged loans … Continue reading

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The Sectors That Lead to the Upside Are Rolling Over… What Comes Next?

More and more “risk on” sectors are signaling that the stock market is topping. High Yield Credit lead stocks to the upside during this rally. It’s now stalled and is rolling over. The same is true for leveraged loans (loans … Continue reading

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Warning, Multiple “Risk” Sectors Are Signalling A Turn is Coming Soon

More and more “risk on” sectors are signaling that the stock market is topping. High Yield Credit lead stocks to the upside during this rally. It’s now stalled and is rolling over. The same is true for leveraged loans (loans … Continue reading

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Who Do You Trust… Stocks, or Credit, Loans, Housing, Lumber and Copper?

More and more “risk on” sectors are signaling that the stock market is topping. High Yield Credit lead stocks to the upside during this rally. It’s now stalled and is rolling over. The same is true for leveraged loans (loans … Continue reading

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Five Charts Every Stock Investor Needs to See Right Now

More and more “risk on” sectors are signaling that the stock market is topping. High Yield Credit lead stocks to the upside during this rally. It’s now stalled and is rolling over. The same is true for leveraged loans (loans … Continue reading

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While Stocks Near ATHs, Bond Yields Approach Their December 24th Lows

While stocks continue to push higher, the bond market is quietly preparing for disaster. The yield on the 10-Year US Treasury has collapsed to within spitting distance of the December lows. For those with short-term memory issues, that was when … Continue reading

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Warning: Don’t Be Fooled, the Bull Market is Over (and Bonds Know It)

While stocks continue to push higher, the bond market is quietly preparing for disaster. The yield on the 10-Year US Treasury has collapsed to within spitting distance of the December lows. For those with short-term memory issues, that was when … Continue reading

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The Smart Money (Bonds) Is Telling Us the Next Leg Down Hits Soon

While stocks continue to push higher, the bond market is quietly preparing for disaster. The yield on the 10-Year US Treasury has collapsed to within spitting distance of the December lows. For those with short-term memory issues, that was when … Continue reading

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Bonds Are Already Positioned For the Next Crash… Stocks Are in La La Land

While stocks continue to push higher, the bond market is quietly preparing for disaster. The yield on the 10-Year US Treasury has collapsed to within spitting distance of the December lows. For those with short-term memory issues, that was when … Continue reading

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Trust Me, You Don’t Want to Ignore What Bonds Are Saying Right Now

While stocks continue to push higher, the bond market is quietly preparing for disaster. The yield on the 10-Year US Treasury has collapsed to within spitting distance of the December lows. For those with short-term memory issues, that was when … Continue reading

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Sign of a Top: Mom and Pop Investors Finally Piled Back Into Stocks… All Based on BS

So it was all BS. For months now, the Trump administration, through both tweets from the President and countless articles published in the financial media, has proclaimed that a trade deal between the US and China was “just around the … Continue reading

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Will Investors Blame President Trump When the “China Deal” Leads to a Market Crash?

So it was all BS. For months now, the Trump administration, through both tweets from the President and countless articles published in the financial media, has proclaimed that a trade deal between the US and China was “just around the … Continue reading

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Bull Trap Warning: There Has Been No Real Progress on China-US Trade

So it was all BS. For months now, the Trump administration, through both tweets from the President and countless articles published in the financial media, has proclaimed that a trade deal between the US and China was “just around the … Continue reading

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The “China Deal” Has Lead Mom and Pop Investors Like Sheep to the Slaughter

So it was all BS. For months now, the Trump administration, through both tweets from the President and countless articles published in the financial media, has proclaimed that a trade deal between the US and China was “just around the … Continue reading

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The Fed Has Admitted the Entire Economy Is One Gigantic Leveraged Bet on Low Rates

The Fed just realized two things: 1)   It cannot normalize policy EVER without blowing up the Everything Bubble/  financial system. 2)   The Fed is well behind the curve when it comes to dealing with the next downturn. Regarding #1, we’ve … Continue reading

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