Monthly Archives: January 2023

Few Things Destroy an Investor’s Portfolio Like This

By Graham Summers, MBA Stocks are now in a strange time in which they do not perceive any major threats. As a result of this, the bulls are buying stocks based on the usual “the Fed is about to pivot” … Continue reading

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Forget the Forecasts, This Chart PROVES Inflation Won’t Disappear Anytime Soon

By Graham Summers, MBA If you want to find out what is causing inflation… and why it won’t be going away anytime soon no matter what the Fed does, look no further than the below chart. This is a chart … Continue reading

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The Fed’s Worst Nightmare (a Wage Spiral) Has Officially Arrived

By Graham Summers, MBA We’ve spent quite a bit of time analyzing the inflation situation in the U.S. lately. By quick way of review: The only inflationary data that has dropped is in the energy space (that and used cars). … Continue reading

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This is the #1 Reason the Fed Will Be Forced to Crash the Markets Soon

By Graham Summers, MBA Yesterday I illustrated how the “inflation has peaked” narrative is a myth. By quick way of review: The only inflationary data that has dropped is in the energy space (that and used cars). The only reason … Continue reading

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I Sincerely Hope You’re Not Falling For This

By Graham Summers, MBA The longer I’m in this business, the clearer it becomes that no one actually reads anymore. Everyone simply trumpets headlines, or retweets articles, without looking at the data. The latest and most glaring example of this … Continue reading

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The Next Major Threat to Your Portfolio Just Arrived

By Graham Summers, MBA The data is finally beginning to register that a recession is at hand. I’ve been forecasting that the U.S. economy was in recession back in November. Leading indicators and the bond market made this clear.  The … Continue reading

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Buckle Up, the Bond Market is About to Break a Major Central Bank

By Graham Summers, MBA The situation in Japan is worsening. As I’ve outlined before, Japan is the grandfather of monetary policy insanity. The Fed first introduced Zero Interest Rate Policy (ZIRP) and Quantitative Easing (QE) in 2008. The central bank … Continue reading

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Why Japan’s Bond Market Could Make or Break Your 2023 Returns

By Graham Summers, MBA Japan’s central bank, the Bank of Japan, or BoJ, is beginning to lose control of its financial system. The BoJ is the grandfather of monetary insanity. The U.S.’s Federal Reserve (the Fed) first introduced Zero Interest … Continue reading

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Is the Worst Over For This Bear Market?

By Graham Summers, MBA In 2022, the Everything Bubble burst courtesy of the inflation created by over $8 trillion in Fed and Federal government money printing.  As I outlined in my best-selling book, The Everything Bubble: the Endgame for Central Bank … Continue reading

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Why Investors Should Be Praying For a Stock Market Crash

By Graham Summers, MBA Investors should be praying for a stock market crash. From a systemic perspective, the markets have entered a period of “risk off”. This has been the case since March of 2022. And the single best thing for … Continue reading

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The Great Crisis of Our Lifetimes Has Finally Arrived

By Graham Summers, MBA In 2014, I coined the term “the Everything Bubble” to describe the Fed’s insane monetary policies. By quick way of review, after the Great Financial Crisis of 2008, the Fed created a bubble in U.S. sovereign … Continue reading

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The Everything Bubble Has Burst

By Graham Summers, MBA Over the last 25 years, the financial system has been in what I call the “era of serial bubbles”: a time in which central banks create asset bubbles, said asset bubbles burst, and central banks respond … Continue reading

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