Monthly Archives: September 2022

This is the Single Worst Thing That Could Happen to Stocks Right Now!

By Graham Summers, MBA Treasury bond yields are rising again.  And this is really bad news for stocks. Why? Because these bonds are the bedrock of our current financial system. They are the senior most asset class and the yields on these … Continue reading

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The Great Currency Wars Have Begun… Time For Currency Confetti!

By Graham Summers, MBA As I mentioned on Monday, the Great Currency Wars have begun. Japan is about to intervene directly in their currency markets. And why wouldn’t they… Japan imports most of its energy and food… and its currency … Continue reading

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What Happens to Inflation When the U.S. Dollar Begins to Collapse?

By Graham Summers, MBA As I noted yesterday, Japan has unleashed the next wave of inflation. By quick way of review: 1) Japan’s central bank, the Bank of Japan or BoJ, is the only major central bank that is still … Continue reading

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Japan Just Unleashed the Next Wave of Inflation

By Graham Summers, MBA Japan just hit the “panic” button regarding inflation. Over the last few two years, the Japanese Yen has imploded as the country’s central bank continued to print money. In contrast, the central banks in both Europe … Continue reading

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The Fed’s Worst Nightmare Has Officially Arrived

By Graham Summers, MBA The Fed’s worst nightmare has arrived. That nightmare? Sticky inflation in the form of a wage spiral. Inflation doesn’t enter the financial system all at once; it arrives in stages. Those stages are: Stage 1: Price … Continue reading

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