As I’ve outlined previously, the most critical aspect of the conflict in Iran pertains to the Strait of Hormuz, a narrow (~30 miles wide at its narrowest point) critical shipping…
The Trump administration is now actively gaming the inflation data. For decades, the U.S. has understated the true state of inflation by applying various accounting gimmicks to the inflation data:…
A cease-fire has been declared between the U.S., Iran and Israel…. But the damage has already been done from an inflationary perspective. I’ve already delved into the inflationary impact that…
War is inherently inflationary for the following reasons: Governments ramp up spending to fund the war effort: weapons, personnel, logistics, and reconstruction. The potential for supply side disruptions: in a…
There is a significant chance the bull market begun in 2022 is over. Stocks bottomed in late-2022 due to several factors: The Fed’s war on inflation appeared to be working:…
President Trump just unveiled another massive TACO. The term “TACO” is an acronym for “Trump Always Chickens Out.” It implies that the President, for all his bluster and verbal aggression,…
As I keep emphasizing, the War in Iran has the potential to ignite another round of inflation in the U.S. In fact, the longer this conflict drags on, the higher…
Stocks are bouncing this morning because things do not appear to have worsened geopolitically over the weekend. The lack of escalation in the War with Iran combined with the fact…
The U.S. is in very serious danger of igniting another inflationary storm. Gurus and pundits like to point to the decline in official inflation data points like the Consumer Price…
The markets appear to be heading into a perfect storm. There are few if any indications that War in Iran will end soon or easily. Despite the U.S. and Israel…
The market is a sea of uncertainty at the moment. Some of the key issues that are currently unknown: Any of these have the potential to unleash another market roller…
The King of Cheap Debt is living up to his name. Prior to winning the 2024 Presidential Election, former-President Donald Trump routinely attacked the Biden administration for increasing the debt.…
Is the bottom in for precious metals? Silver and gold were annihilated last week. Silver dropped over 35% while gold plunged 17%. To be clear, both precious metals were insanely…
Something VERY bad is unfolding in the financial system right now. Gold just cleared $5,000 per ounce. Silver has broken above $100 per ounce and is now flirting with $110…
The Trump administration has launched a criminal investigation into Fed Chair Jerome Powell. The specifics of the investigation pertain to whether Powell lied under oath to congress concerning the Fed’s…
The US and China are currently engaged in a global arms race for AI dominance. That arms race is being fueled by fiscal spending, aggressive state intervention in promoting key…
The AI race between China and the U.S. took a major turn over the weekend when the U.S. arrested Venezuelan President Nicolas Maduro. Maduro had been indicted on very serious…
Gold and silver are signaling that the end game is approaching. For decades, central banks have “papered over” the decline in living standards (falling real incomes relative to increased costs…
The Fed is arguing about inflation… as if they have a clue what they are talking about. According to Team Trump, inflation has been defeated. One of President Trump’s closest…
The Fed is printing money again. As I first outlined in my 2017 best-selling book The Everything Bubble, once a central bank embarks on a path of emergency monetary policy,…
