Author Archive
21 Jun 2018
Buckle Up, FANG is the Only Thing Holding the Market Together
If you need more evidence that the Fed screwed up during its latest FOMC meeting, take a look at the below chart. This chart shows the Dow Jones Industrial Average (a stock index comprised of economically sensitive bell-weathers such as Caterpillar) vs. the NASDAQ (a stock index that is heavily skewed towards Tech giants). As
21 Jun 2018
The Stock Market is SCREAMING That the Fed Has Crushed Economic Growth
If you need more evidence that the Fed screwed up during its latest FOMC meeting, take a look at the below chart. This chart shows the Dow Jones Industrial Average (a stock index comprised of economically sensitive bell-weathers such as Caterpillar) vs. the NASDAQ (a stock index that is heavily skewed towards Tech giants). As
20 Jun 2018
Ignore the FANG-Induced Bounce in Stocks… We NEED the $USD to Roll Over Now
The financial media are euphoric that stocks are up today. However, they’re all ignoring the fact that the issue that triggered the recent sell-off (the Fed’s colossal policy error regarding the $USD) has not been resolved. Put another way, until the $USD rolls over, stocks are in serious danger. We need to get out of
20 Jun 2018
The Emerging Market Carnage Will Soon Spread to US Stocks
The financial media are euphoric that stocks are up today. However, they’re all ignoring the fact that the issue that triggered the recent sell-off (the Fed’s colossal policy error regarding the $USD) has not been resolved. Put another way, until the $USD rolls over, stocks are in serious danger. We need to get out of
20 Jun 2018
The Powell Fed is 100% to Blame For What’s Coming
The financial media are euphoric that stocks are up today. However, they’re all ignoring the fact that the issue that triggered the recent sell-off (the Fed’s colossal policy error regarding the $USD) has not been resolved. Put another way, until the $USD rolls over, stocks are in serious danger. We need to get out of
20 Jun 2018
The Market Meltdown Won’t End Until This Happens
The financial media are euphoric that stocks are up today. However, they’re all ignoring the fact that the issue that triggered the recent sell-off (the Fed’s colossal policy error regarding the $USD) has not been resolved. Put another way, until the $USD rolls over, stocks are in serious danger. We need to get out of
18 Jun 2018
The $USD Needs to Roll Over NOW Or We’re in Trouble
Last week the Fed announced it intends to hike rates another two times this year, with three more hikes next year. The Fed also announced that it will continue to increase its QT program with the goal of eventually withdrawing $50 billion in liquidity per month, or some $600 billion per year. The market didn’t
18 Jun 2018
The Fed Screwed Up… and the Markets Know It
Last week the Fed announced it intends to hike rates another two times this year, with three more hikes next year. The Fed also announced that it will continue to increase its QT program with the goal of eventually withdrawing $50 billion in liquidity per month, or some $600 billion per year. The market didn’t
18 Jun 2018
The Fed Already Blew Up Emerging Markets… Are US Next?
Last week the Fed announced it intends to hike rates another two times this year, with three more hikes next year. The Fed also announced that it will continue to increase its QT program with the goal of eventually withdrawing $50 billion in liquidity per month, or some $600 billion per year. The market didn’t
18 Jun 2018
Is the Fed Going to Trigger a Market Meltdown?
Last week the Fed announced it intends to hike rates another two times this year, with three more hikes next year. The Fed also announced that it will continue to increase its QT program with the goal of eventually withdrawing $50 billion in liquidity per month, or some $600 billion per year. The market didn’t
14 Jun 2018
Silver and Gold Just Figured Out Inflation Has Hit
The Fed revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost amidst that is the fact the Fed upgraded its inflation forecast while emphasizing that policy
14 Jun 2018
When Seven Rate Hikes is Accommodative… Inflation is Out of Control
The Fed revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost amidst that is the fact the Fed upgraded its inflation forecast while emphasizing that policy
14 Jun 2018
If Inflation Isn’t a Problem… Why Does the $USD Keep Dropping?
The Fed revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost amidst that is the fact the Fed upgraded its inflation forecast while emphasizing that policy
14 Jun 2018
The Fed Made a Startling Admission Concerning Inflation Yesterday
The Fed revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost amidst that is the fact the Fed upgraded its inflation forecast while emphasizing that policy
14 Jun 2018
The Fed Went Hawkish… Because It’s WAY Behind the Curve
The Fed revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost amidst that is the fact the Fed upgraded its inflation forecast while emphasizing that policy
13 Jun 2018
Will the Fed Choose Inflation or Deflation? Here’s What the $USD is Saying
The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows it is close to 3%. This would suggest the Fed would move aggressively to hike
13 Jun 2018
The $USD Thinks the Fed Will Choose Inflation
The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows it is close to 3%. This would suggest the Fed would move aggressively to hike
13 Jun 2018
Fed Watch: Will We Get a Dove or a Hawk?
The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows it is close to 3%. This would suggest the Fed would move aggressively to hike
12 Jun 2018
Wake Up Fed… Inflation is About to Become a REAL Problem
Inflation is now strong enough that even the heavily massaged CPI metric is showing it well above 2%. Indeed, based on this morning’s release, the CPI is rising at its fastest pace in six years. Year-over-Year, CPI is rising 2.8%. Bear in mind, this metric doesn’t include food prices, energy prices, and other important factors…
12 Jun 2018
CPI is Nearing 3%… Real Inflation? It’s Much Higher
Inflation is now strong enough that even the heavily massaged CPI metric is showing it well above 2%. Indeed, based on this morning’s release, the CPI is rising at its fastest pace in six years. Year-over-Year, CPI is rising 2.8%. Bear in mind, this metric doesn’t include food prices, energy prices, and other important factors…
