Category Archives: Inflation

The REAL Money Is Being Made Outside of the Stock Market Today

As exciting as the stock market action appears to be on a day to day basis, the reality is that the market have been trading in a range for the better part of a month. The S&P 500 continues to struggle at … Continue reading

Posted in Inflation, Precious Metals | Comments Off on The REAL Money Is Being Made Outside of the Stock Market Today

Three Investments That Are Outperforming Stocks Right Now

As exciting as the stock market action appears to be on a day to day basis, the reality is that the market have been trading in a range for the better part of a month. The S&P 500 continues to struggle at … Continue reading

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Are Bonds and Gold Suggesting an Inflationary Spike is Coming Later This Year?

Stocks are at “THE line”… but can they break it? The S&P 500 have been chopping just below overhead resistance (red line in the chart below)   for two weeks now. The significance of this level cannot be overstated. This line … Continue reading

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What Are Bonds Saying About Stocks Entering a New Bull Market?

Stocks are at “THE line”… but can they break it? The S&P 500 have been chopping just below overhead resistance (red line in the chart below)   for two weeks now. The significance of this level cannot be overstated. This line … Continue reading

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Three Charts You Need to See Today

As I keep saying, it doesn’t matter what we think… it’s what the market thinks that matters. Personally, I think it’s insane that the Fed has nationalized the entire debt markets. Similarly, I think it was a massive mistake to shut down the economy. … Continue reading

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Is the Fed About to Unleash An Inflationary Storm?

It is looking increasingly as if the bottom is in. At the March lows, the percentage of stocks trading below their 200-day moving averages hit levels associated with major bottoms (think 2002 or 2009). This doesn’t mean we couldn’t revisit the lows… … Continue reading

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Was Late March THE Lows For a New Bull Market?

It is looking increasingly as if the bottom is in. At the March lows, the percentage of stocks trading below their 200-day moving averages hit levels associated with major bottoms (think 2002 or 2009). This doesn’t mean we couldn’t revisit the lows… … Continue reading

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Does It Matter If the Fed is the One Forcing Stocks Higher?

It is looking increasingly as if the bottom is in. At the March lows, the percentage of stocks trading below their 200-day moving averages hit levels associated with major bottoms (think 2002 or 2009). This doesn’t mean we couldn’t revisit the lows… … Continue reading

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What Are the Markets Saying About Inflation Today?

“The question is not which woman is the most beautiful but which woman everyone else will think is the most beautiful.” The man in front of me is a billionaire investor. He is a self-made billionaire. He has actually funded … Continue reading

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On Second Level Thinking and the Coming Inflationary Storm

“The question is not which woman is the most beautiful but which woman everyone else will think is the most beautiful.” The man in front of me is a billionaire investor. He is a self-made billionaire. He has actually funded … Continue reading

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Investing Lessons From a Self-Made Billionaire

“The question is not which woman is the most beautiful but which woman everyone else will think is the most beautiful.” The man in front of me is a billionaire investor. He is a self-made billionaire. He has actually funded … Continue reading

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Energy is Leading the Broader Index From the Lows

There’s a saying that “in bull markets, stocks don’t sell off on bad news.” I mention this because the latest jobs data is out and it’s horrific. Another 4.4. million Americans have filed for unemployment bringing the total the number … Continue reading

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The Markets Are Now Addicted to Fed Interventions

The financial system is now completely addicted to Fed interventions. As I’ve noted over the last month, the Fed has implemented monetary programs to buy just about every asset class. As a brief refresher, the Fed is now intervening directly … Continue reading

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Panic is Subsiding… But What Will Be the Secondary Effects?

Stocks are up somewhat this morning. This marks the second Monday stocks will open in the green (last Monday was a green open as well) following two horrifically bad weekend sessions that saw stocks open limit down or close to … Continue reading

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Gold Has Broken Out Against Every Major Currency

Stocks are up somewhat this morning. This marks the second Monday stocks will open in the green (last Monday was a green open as well) following two horrifically bad weekend sessions that saw stocks open limit down or close to … Continue reading

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The coronavirus has burst the Everything Bubble. Regardless of what happens with the economy or the virus, the damage has been done to the massive debt bubble. Across the board, credit and debt markets have ended their bull markets. To … Continue reading

Posted on by The Phoenix | Comments Off on The Everything Bubble Has Burst… Now Comes the Inflationary Storm

Thus far in this crisis, the Fed has: 1)    Cut interest rates from 1.25% to 0.15%. 2)    Launched over $700 billion in Quantitative Easing (QE). 3)    Launched a $1.5 TRILLION repo program. 4)    Launched another $1 trillion repo program. 5)    … Continue reading

Posted on by The Phoenix | Comments Off on Bernanke Just Told the Fed to Go Monetize EVERYTHING (Weimar-Lite)

The market dip I wrote about last week has finally hit.  Breadth warned this was coming last week, when it struggled to go vertical mid-week. We have a megaphone formation in place that suggests we’ll see a bit more downside … Continue reading

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Higher Inflation is Coming… Prepare NOW!

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading

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If Jerome Powell Won’t Ease… the President Will Find Someone Who Will

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading

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