Monthly Archives: May 2021

Three Charts Every Gold Investor Needs to See Right Now

Yesterday I noted that gold is telling us that the Fed is indeed going to let inflation run hot. Remember, the Fed can stop inflation at any point by tightening monetary policy. If the Fed were to announce tomorrow that … Continue reading

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The Market Just Issued a MAJOR Warning of What’s to Come

Well, it’s confirmed, inflation is no longer just running hot… it is ROARING. The Markit’s US Manufacturing PMI is a monthly survey that interviews managers in the private sector to see what they are experiencing in terms of business. It’s widely … Continue reading

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Warning: the Current Crypto Market is Napster and iTunes is Coming, Pt 2.

Yesterday I outlined why I believe most crypto-currencies will eventually prove worthless. By way of quick review, crypto is a tech asset. And all technological revolutions follow two phases: The initial breakthrough phase, which occurs before social/legal frameworks are in … Continue reading

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Warning: the Current Crypto Market is Napster and iTunes is Coming, Pt 2.

Yesterday I outlined why I believe most crypto-currencies will eventually prove worthless. By way of quick review, crypto is a tech asset. And all technological revolutions follow two phases: The initial breakthrough phase, which occurs before social/legal frameworks are in … Continue reading

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Warning: Crypto is Napster and iTunes is Coming, Pt 1

I’ve received a number of emails from readers asking for my thoughts on crypto currencies. First and foremost, I must warn you, I am a no-BS type analyst. So, if you want me to write something fluffy because you personally … Continue reading

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Every Gold Investor Needs to See This

In yesterday’s article I noted that while stocks are clearly forming a top, there are, as of right now, ZERO signs that it is THE top. Remember, the fact that inflation is running hot doesn’t mean stocks have to crash right … Continue reading

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The Fed Just Released Its Blueprint For How to Handle The Coming Inflationary Storm

Over the last few articles, we’ve outlined the following: 1)    Inflation first appeared in the financial system in August 2020 and has since accelerated. 2)    This has hurt Tech stocks in a big way, which is why they have collapsed.  … Continue reading

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The Inflationary Storm Has Finally Hit… Are You Ready?

I’ve been warning for weeks and weeks now that inflation was going to be a major problem for the financial system. Yesterday we finally got a taste of it. The official inflation measure for the U.S., the Consumer Price Index … Continue reading

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The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively

Yesterday, I outlined how the rise in inflation has slammed Tech stocks lower. By way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse … Continue reading

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Is Tech the Canary in the Coal-Mine For the Coming Inflationary Crisis?

The Tech Boom appears to be over. From the March 2020 lows, Tech was a major leader in the markets. This makes a lot of sense as Tech was one of the few areas of the economy that continued to … Continue reading

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How Will the Fed Deal With This Latest Bout of Inflation?

Yesterday I pointed out how inflation has become deeply embedded in our financial system. As a quick recap, inflation arrives in stages. It’s not as though it appears overnight and suddenly the cost of everything rises. Instead, inflation slowly works … Continue reading

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Inflation Watch: We Are Entering the Final and Most Critical Phase

It’s official, inflation is now deeply embedded in the financial system. You see, inflation arrives in stages. It’s not as though it appears overnight and suddenly the cost of everything rises. Instead, inflation slowly works its way into the financial … Continue reading

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