The financial system is in trouble. Indeed, by the look of things, we are about to experience a wave of deflation… in years. Let’s first talk about the $USD. The…
Let’s cut through the market BS. The Fed is the single most important issue for the markets… not tariffs, not trade wars, not even the economy. Remember, from 2008-20015, the…
Let’s cut through the market BS. The Fed is the single most important issue for the markets… not tariffs, not trade wars, not even the economy. Remember, from 2008-20015, the…
As we noted earlier this week, China, tired of the “back and forth” with the Trump administration on trade negotiations, has resorted to devaluing the Yuan. The goal here was…
China has gotten tired of playing “tariff tag” with the Trump administration. It’s now playing a new game called the “devalue stock dump.” It consists of China aggressively devaluing the…
China has gotten tired of playing “tariff tag” with the Trump administration. It’s now playing a new game called the “devalue stock dump.” It consists of China aggressively devaluing the…
If you think what’s happening in the markets has ANYTHING to do with tariffs, you need to rethink some things. The single most important factor for the markets is…LIQUIDITY. The…
If you think what’s happening in the markets has ANYTHING to do with tariffs, you need to rethink some things. The single most important factor for the markets is…LIQUIDITY. The…
If you think what’s happening in the markets has ANYTHING to do with tariffs, you need to rethink some things. The single most important factor for the markets is…LIQUIDITY. The…
Thus far in his tenure as Fed Chair, Jerome Powell has emphasized that he is more concerned with the real economy than the financial markets. Put another way, the Powell…
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…
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…
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 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 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 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…
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…
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…
