Category Archives: Inflation

Ok, This is TRULY Horrifying!

 Yesterday, I outlined a terrible secret. That secret? That the Fed knows the official inflation measure, the Consumer Price Index (CPI) is practically useless for forecasting future inflation. In a little-known paper published in 2001, the Fed found that food inflation, NOT CPI or PCE, … Continue reading

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Trust Me, the Fed Doesn’t Want You to Know This

Yesterday I explained how the official inflation statistic used by policymakers, the Consumer Price Index or CPI, is practically useless. I realize this is quite controversial. After all, everyone on the planet from hedge fund managers to social security administrators … Continue reading

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This Company Gave Us a Glimpse Into What’s Coming to the Broader Market

The deflationists had another bad day yesterday. Deflationists argue that inflation doesn’t exist because the Treasury market isn’t acting as if inflation is a problem. They always fail to mention that the Treasury market is ALSO the most manipulated market … Continue reading

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Buckle Up: Jerome Powell “Cut a Deal” And Inflation is Going Roar!

Over the last two days, we’ve outlined how the bond market is predicting a surge in inflation. By quick way of review: Real rates, as measured by the difference between yields on Inflation Treasury Inflation-Protected Securities or TIPS and regular … Continue reading

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Why Inflation is About to Get a Whole Lot Worse

Yesterday I outlined how real rates suggest gold will be moving MUCH higher in the coming months. By quick way of review: Because we are in a fiat-based monetary regime, gold trades like any other asset. Specifically, gold typically tracks … Continue reading

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Is Gold About To Rip Higher?

On Friday we outlined the strange price action in gold. As a quick recap: Because we are in a fiat-based monetary regime, gold trades like any other asset. Specifically, gold typically tracks “real rates” or the actual cost of money … Continue reading

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Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 2

Yesterday I outlined how the Fed is extremely late to curb inflation.  As a brief recap, it only took CPI clearing 5%, multiple signals that inflation is running hot, housing entering a bubble, stocks roaring to new all-time highs, and signs of … Continue reading

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Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 1

So the Fed finally moved… but what precisely did it do? After a full year of the most extreme monetary policy in history, including… Over 12 months of ZERO interest rate policy despite the economy growing. Over $3 trillion in … 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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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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Warning: The Next Crisis is Just Around the Corner

Get ready for a staggering admission. If you add up all of the money the U.S. has ever printed… over 40% of it was printed in 2020 alone. That is not a typo. Patrick Bet-David pointed this out and he’s right: if … Continue reading

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Why the Market is Going to New All Time Highs

As I forecast to clients in last week’s Private Wealth Advisory, stocks have bounced hard off the 50-day moving average. The bounce consisted of a clear breakout from the downward channel formed by last week’s correction (blue lines). As I write … Continue reading

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How to Profit As Precious Metals Explode Higher

The next leg up for precious metals has arrived. During major bull runs in precious metals, silver typically outperforms gold. With that in mind, I like to use the silver to gold ratio as a means of measuring this. When … Continue reading

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