Monthly Archives: July 2021

Is Another Round of Lockdowns Coming? Two Stocks To Watch

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. 2)    Shutting down businesses, schools, society like in 2020. The … Continue reading

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Buckle Up: Jerome Powell “Cut a Deal” And Inflation is Going Roar!

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 yields on Inflation Treasury Inflation-Protected Securities or TIPS and regular … Continue reading

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Why Inflation is About to Get a Whole Lot Worse

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, gold trades like any other asset. Specifically, gold typically tracks … Continue reading

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Is Gold About To Rip Higher?

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 typically tracks “real rates” or the actual cost of money … Continue reading

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Something BAD is Brewing in the Economy

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 to finish the week down. Not only did stocks finish … Continue reading

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Why a Rising $USD is a Major Issue for the U.S.

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 to the Fed’s stated goal of creating inflation. Following a … Continue reading

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These Are the Two Most Horrifying Charts I’ve Seen in a Long-Time

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 we detailed why the Fed would do this, namely because … Continue reading

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