Author Archives: The Phoenix

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

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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

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Three Charts Every Gold Investor Needs to See Right Now

Yesterday I noted that gold is telling us that the Fed is indeed going to let inflation run hot. Remember, the Fed can stop inflation at any point by tightening monetary policy. If the Fed were to announce tomorrow that … Continue reading

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The Market Just Issued a MAJOR Warning of What’s to Come

Well, it’s confirmed, inflation is no longer just running hot… it is ROARING. The Markit’s US Manufacturing PMI is a monthly survey that interviews managers in the private sector to see what they are experiencing in terms of business. It’s widely … Continue reading

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Warning: the Current Crypto Market is Napster and iTunes is Coming, Pt 2.

Yesterday I outlined why I believe most crypto-currencies will eventually prove worthless. By way of quick review, crypto is a tech asset. And all technological revolutions follow two phases: The initial breakthrough phase, which occurs before social/legal frameworks are in … Continue reading

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Warning: the Current Crypto Market is Napster and iTunes is Coming, Pt 2.

Yesterday I outlined why I believe most crypto-currencies will eventually prove worthless. By way of quick review, crypto is a tech asset. And all technological revolutions follow two phases: The initial breakthrough phase, which occurs before social/legal frameworks are in … Continue reading

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Warning: Crypto is Napster and iTunes is Coming, Pt 1

I’ve received a number of emails from readers asking for my thoughts on crypto currencies. First and foremost, I must warn you, I am a no-BS type analyst. So, if you want me to write something fluffy because you personally … Continue reading

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Every Gold Investor Needs to See This

In yesterday’s article I noted that while stocks are clearly forming a top, there are, as of right now, ZERO signs that it is THE top. Remember, the fact that inflation is running hot doesn’t mean stocks have to crash right … Continue reading

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The Fed Just Released Its Blueprint For How to Handle The Coming Inflationary Storm

Over the last few articles, we’ve outlined the following: 1)    Inflation first appeared in the financial system in August 2020 and has since accelerated. 2)    This has hurt Tech stocks in a big way, which is why they have collapsed.  … Continue reading

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The Inflationary Storm Has Finally Hit… Are You Ready?

I’ve been warning for weeks and weeks now that inflation was going to be a major problem for the financial system. Yesterday we finally got a taste of it. The official inflation measure for the U.S., the Consumer Price Index … Continue reading

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The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively

Yesterday, I outlined how the rise in inflation has slammed Tech stocks lower. By way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse … Continue reading

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Is Tech the Canary in the Coal-Mine For the Coming Inflationary Crisis?

The Tech Boom appears to be over. From the March 2020 lows, Tech was a major leader in the markets. This makes a lot of sense as Tech was one of the few areas of the economy that continued to … Continue reading

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How Will the Fed Deal With This Latest Bout of Inflation?

Yesterday I pointed out how inflation has become deeply embedded in our financial system. As a quick recap, inflation arrives in stages. It’s not as though it appears overnight and suddenly the cost of everything rises. Instead, inflation slowly works … Continue reading

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Inflation Watch: We Are Entering the Final and Most Critical Phase

It’s official, inflation is now deeply embedded in the financial system. You see, inflation arrives in stages. It’s not as though it appears overnight and suddenly the cost of everything rises. Instead, inflation slowly works its way into the financial … Continue reading

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What Happens to Stocks When HOT Inflation Hits?

We’ve been outlining how the Fed and other central banks have unleashed an inflationary bubble in all assets… truly an Everything Bubble. We’ve already assessed the impact this is having on commodities, bonds and other asset classes. Today I want … Continue reading

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The Inflationary Everything Bubble is Now Entering Its Final and WORST Stage

As I’ve been outlining for the last few weeks, the Fed and other central banks have finally succeeded in unleashing inflation. The Fed and its ilk are trying to downplay this by saying the inflation is “transitory,” but who are … Continue reading

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The Everything Bubble is Back and It’s Bigger Than Ever

So far this week I’ve outlined: Why you should BUY stocks when they start bubbling. That bubbles typically last months if not years once they start. Selling at the first signs of weakness means missing out on gains. How to … Continue reading

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Yes, It is a Bubble… and Yes, a Crash Comes Next

Stocks will start the week slightly down. However, in the intermediate term, it is now clear that the markets are bubbling up. We are seeing clear signals of market mania everywhere. 1)    Dogecoin, a crypto currency that was started as a joke, … Continue reading

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You Better Position Yourself For This Now, Because It’s Coming Soon!

On a day-to-day basis, the market is chopping. Indeed, the S&P 500 made a large jump over the weekend, but has effectively chopped in a 10 point range ever since. However, despite the day-to-day gyrations, the BIG PICTURE framework remains … Continue reading

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Inflation Watch: The U.S. Has Spent $10 TRILLION in the Last 12 Months

Here’s a jaw dropping statistic for you… If the Biden Administration’s Infrastructure Program is signed into law, the U.S. will have spent nearly $10 TRILLION in a single year. Yes, Trillion with a “T” This is: 1)    Equal to the … Continue reading

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