Yesterday President Biden suggested that the U.S. might face another wave of lockdowns. Among the various policies he hinted at were: 1) Mandating that all Americans get the Covid-19 vaccines.…
Over the last two days, we’ve outlined how the bond market is predicting a surge in inflation. By quick way of review: Real rates, as measured by the difference between…
Yesterday I outlined how real rates suggest gold will be moving MUCH higher in the coming months. By quick way of review: Because we are in a fiat-based monetary regime,…
On Friday we outlined the strange price action in gold. As a quick recap: Because we are in a fiat-based monetary regime, gold trades like any other asset. Specifically, gold…
Yesterday I noted that Friday’s action was very troubling. By quick way of review: It is unusual for stocks to close down on Friday. It’s even more unusual for stocks…
The #1 issue for the markets this week is the $USD. The U.S. dollar is strengthening. A strong dollar is not necessarily a bad thing, but it runs completely contrary…
Over the last three days, I’ve been outlining how the Fed “spooked” the bond markets into believing it will move to crush inflation sometime in the next 18 months. Yesterday…
