Monthly Archives: June 2021

Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 2

Yesterday I outlined how the Fed is extremely late to curb inflation.  As a brief recap, it only took CPI clearing 5%, multiple signals that inflation is running hot, housing entering a bubble, stocks roaring to new all-time highs, and signs of … Continue reading

Posted in Inflation | Comments Off on Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 2

Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 1

So the Fed finally moved… but what precisely did it do? After a full year of the most extreme monetary policy in history, including… Over 12 months of ZERO interest rate policy despite the economy growing. Over $3 trillion in … Continue reading

Posted in Inflation | Comments Off on Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 1

Warning: Both the Fed and the Treasury WANT Higher Inflation

​ Over the last week, we’ve been outlining the absurdity of Treasury Secretary Janet Yellen’s belief that higher inflation and higher interest rates would for the U.S. By quick way of review: 1)    Secretary Yellen believes that President Biden’s $4 … Continue reading

Posted in It's a Bull Market | Comments Off on Warning: Both the Fed and the Treasury WANT Higher Inflation

Stocks Are Preparing For a Major Breakout

Stocks continue to churn. The S&P 500 has been in a consolidation phase since mid-April. Yes, we’ve had a few runs to new all-time highs, but as the below chart shows, most of the action has been sideways (see the … Continue reading

Posted in Inflation | Comments Off on Stocks Are Preparing For a Major Breakout