Category Archives: Debt Bomb

Stocks Are Bubbling… and We All Know How It Will End

By Graham Summers, MBA | Chief Market Strategist The stock market is in melt up mode… with the markets entering bubble territory. And it’s going to end in disaster. The S&P 500 has now gone 62 days without touching is … Continue reading

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What’s REALLY in the Big Beautiful Bill?

What’s really in the Big Beautiful Bill? Depending on who you listen to, the Big Beautiful Bill is either an incredible piece of legislation that will codify tax cuts while also unleashing growth and reducing the deficit, OR it’s just … Continue reading

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The Multi-Trillion Dollar Question Investors Need to Answer

Enjoy the rally and blow off top in stocks, because as we keep warning, the Everything Bubble could very well blow up sometime in 2026. As I outlined in my best-selling book The Everything Bubble: The Endgame For Central Bank Policythe … Continue reading

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The Multi-Trillion Dollar Question Investors Need to Answer

Enjoy the rally and blow off top in stocks, because as we keep warning, the Everything Bubble could very well blow up sometime in 2026. As I outlined in my best-selling book The Everything Bubble: The Endgame For Central Bank Policythe … Continue reading

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The Everything Bubble Will Burst in 2026

By Graham Summers, MBA | Chief Market Strategist We are officially going on record with a startling prediction. That prediction? The Everything Bubble will burst in 2026. The Trump administration came into office proclaiming that it was a champion of … Continue reading

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Japan is Going Bust… and the U.S. is Not Far Behind

By Graham Summers, MBA | Chief Market Strategist As we keep warning… a debt crisis is coming. The first round appears to be striking Japan, which is the grandfather of monetary insanity. Japan first introduced Zero Interest Rate Policy (ZIRP) … Continue reading

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Is Japan FINALLY About to Go Bust?

By Graham Summers, MBA | Chief Market Strategist The world is awash in too much debt. And nowhere is this more problematic than Japan. Japan is the grandfather of monetary insanity. Every crazy monetary policy that central banks have tried … Continue reading

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Ok, This is Starting to Get Serious

By Graham Summers, MBA | Chief Market Strategist OK, now things are starting to get serious. As I’ve noted over the past week, while the Fed twiddles its thumbs and frets about the potentially inflationary impact of tariffs, the real economy is … Continue reading

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Is the Long-Awaited U.S. Dollar Collapse About to Begin?

By Graham Summers, MBA | Chief Market Strategist The $USD is in a free-fall. The greenback has collapsed over 10% in the last two months. The driving factor has been investors fleeing the U.S. and its currency in response to … Continue reading

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Is Dr. Paul’s Dark Prophecy About to Finally Unfold?

By Graham Summers, MBA | Chief Market Strategist I’m a big fan of Dr Ron Paul. For years, Dr Paul has proclaimed that the U.S. government should NOT be engaged in reckless spending, that U.S. debt levels were reaching the … Continue reading

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Warning: the U.S. is Approaching a Funding Crisis

Everything hinges on bonds. Forget the White House, forget the Treasury, forget the Fed. The bond market is in the driver’s seat. And if bonds don’t settle down, either A) the Trump administration will be forced to abandon its trade war or … Continue reading

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What Happens if China Dumps Its Treasury Holdings?

By Graham Summers, MBA | Chief Market Strategist A very strange thing is happening in the markets. Historically, when the stock market collapses, money flees stocks and floods into U.S. Treasuries. The reason for this is that Treasuries are considered … Continue reading

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The Dirty Truth About the “Debt Deal” and What It Means for Investors

By Graham Summers, MBA The U.S. passed a debt ceiling resolution in May of 2023. Both the GOP and the Democrats claimed victory for the deal, but the reality is the government won and Americans were screwed. How do I … Continue reading

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Enjoy the Santa Rally… What Comes Afterwards Won’t Be Pretty

By Graham Summers, MBA Treasury Secretary Yellen wants stocks and bonds higher.  The reason is simple. Next year 2024 is an election year. And Yellen is a playing politics for the Biden Administration. After all, it’s hard to convince voters … Continue reading

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Warning: the U.S. is on the Verge of Becoming an Emerging Market

By Graham Summers, MBA Both stocks and bonds caught a bid mid-week on announcements that the Treasury has decided to issue less long duration bonds that previously expected. This is GREAT news for risk assets in the short-term. It’s EXTRAORDINARILY BAD … Continue reading

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Japan’s Currency Hasn’t Traded Here Since the Late 1980s!

By Graham Summers, MBA Japan’s currency is now collapsing. Japan’s central bank, the Bank of Japan (or BoJ for short) is currently engaged in an open-ended Quantitative Easing (QE) program. In its simplest rendering, the BoJ starts buying the 10-Year … Continue reading

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The Markets Fell For a Lie Yesterday… But This Won’t Last

By Graham Summers, MBA Yesterday, the Treasury announced that it would “only” need $775 billion to fund the budget for the fourth quarter of 2023. This was considered to be good news. Back in July, the Treasury had announced it … Continue reading

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By Graham Summers, MBA The fate of the stock market is in the hands of Treasury Secretary Janet Yellen this week. Every quarter the Treasury announces its financing needs via its Quarterly Refunding Announcement (QRA). In the QRA, the Treasury … Continue reading

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Are We About to Witness the First Major Central Bank Failure in Decades?

By Graham Summers, MBA Japan is slowing losing control of its bond market. The Bank of Japan (BoJ) is currently engaged in an open-ended Quantitative Easing (QE) program. In its simplest rendering, the BoJ starts buying the 10-Year Japanese Government … Continue reading

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Manipulations Will Work… But Only For So Long

By Graham Summers, MBA “Someone” saved stocks yesterday. The day started with the S&P 500 breaking below: 1) The 200-DMA (red line in the chart below). 2) The October lows at 4,223 (purple line in the chart below). 3) CRITICAL support … Continue reading

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