Last week I noted that the single most important chart in the world is flashing “danger.” By quick way of review… Central banks are fully aware of this situation and…
It’s time to call a spade a spade The notion that the Fed is some kind of sterling institution needs to be put to bed. This is particularly true of…
By Graham Summers, MBA | Chief Market Strategist The single most important chart in the world is flashing “danger.” The defining issue of the last ~45 years has been the…
The self-proclaimed “King of Cheap Debt” President Trump is going to run the economy hot… no matter the consequences. The U.S. is currently running a $3 trillion deficit. What’s astonishing…
The ONLY way to get ahead in our financial system is to invest. I’m not writing that for dramatic effect. The reality is that the financial system is set up…
The latest round of inflation data was VERY troubling. The headline numbers for the Consumer Price Index (CPI) for the month of July pointed to a slowdown in inflation: month…
By Graham Summers, MBA | Chief Market Strategist The financial system is preparing to enter an inflationary induced melt-down. The reality is that central bankers and other policy makers, for…
by Graham Summers, MBA | Chief Market Strategist The $USD is in serious trouble. The greenback declined 12% in the first six months of 2025. This is the worst six…
By Graham Summers, MBA | Chief Market Strategist The Big Beautiful Bill is currently in the Senate where it is being debated. If it passes there, it will go back…
By Graham Summers, MBA | Chief Market Strategist Israel and the U.S. are seeking regime change in Iran. Initial reports of Israel’s attack on Iran indicated the former nation was…
LA is being engulfed in riots… again. Footage shows “protestors” storming ICE centers, destroying property, blocking traffic and worse. The media, as usual, is providing moral cover for these actions…
By Graham Summers, MBA | Chief Market Strategist Who had a bitter Trump/ Elon divorce on their bingo cards for 2025? In case you missed it, the relationship between the…
Wall Street is high fiving itself today because the Fed’s preferred inflation measure, the Personal Consumption Expenditures or PCE came in slightly cooler than expected. PCE grew at a pace…
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…
By Graham Summers, MBA | Chief Market Strategist The Fed just got a LOT of egg on its face. For five months now, the Fed has refused to cut interest…
By Graham Summers, MBA | Chief Market Strategist The Fed will be forced to start easing sooner rather than later. Yesterday’s Fed FOMC announcement was a non-event, with the Fed…
By Graham Summers, MBA | Chief Market Strategist That didn’t last long! The pullback in gold appears to be ending with the precious metal once again catching a bid. This…
By Graham Summers, MBA | Chief Market Strategist China just “blinked” in the trade war. When President Trump announced “Liberation Day” on April 2nd 2025, the media teemed with analysis…
By Graham Summers, MBA | Chief Market Strategist As I write this, billions of dollars in capital are fleeing paper assets and moving into hard assets. See for yourself. Below…
By Graham Summers, MBA | Chief Market Strategist As I keep warning, a tsunami of liquidity/ money printing is about to hit the financial system. Indeed, by the look of…
