It is not a war of guns and soldiers, but a war of finance. The Trump White House is aggressively going after China on trade. Every other month we are…
Dear Reader, If you’re looking for answers as to why the US financial system is the way it is… or have questions about what’s coming down the pike in the…
The Powell Fed has decided to embark on an aggressive tightening schedule, with five more rates hikes while also draining an amount equal to Sweden’s GDP in liquidity over the…
As we noted on Friday, the official inflation metric, called the Consumer Price Index (or CPI) is designed to HIDE inflation, not measure it. Case in point, over the last…
As we noted on Friday, the official inflation metric, called the Consumer Price Index (or CPI) is designed to HIDE inflation, not measure it. Case in point, over the last…
Dear Reader, If you’re looking for answers as to why the US financial system is the way it is… or have questions about what’s coming down the pike in the…
Anyone who continues to claim the Consumer Price Index (CPI) actually measures REAL inflation is in abject denial. In May of this year, the BLS managed to claim that CPI…
Dear Reader, If you’re looking for answers as to why the US financial system is the way it is… or have questions about what’s coming down the pike in the…
The Everything Bubble hit a new record in 1Q18… with total global Debt to GDP exceeding 318%. All told, the world now has some $247 TRILLION in debt. As I…
The Everything Bubble hit a new record in 1Q18… with total global Debt to GDP exceeding 318%. All told, the world now has some $247 TRILLION in debt. As I…
As we’ve noted previously, the Fed is currently engaged in an aggressive campaign to shrink its balance sheet. What started as just $10 billion per month in QT back in…
Let’s cut through the market BS. The Fed is the single most important issue for the markets… not tariffs, not trade wars, not even the economy. Remember, from 2008-20015, the…
China has gotten tired of playing “tariff tag” with the Trump administration. It’s now playing a new game called the “devalue stock dump.” It consists of China aggressively devaluing the…
China has gotten tired of playing “tariff tag” with the Trump administration. It’s now playing a new game called the “devalue stock dump.” It consists of China aggressively devaluing the…
If you think what’s happening in the markets has ANYTHING to do with tariffs, you need to rethink some things. The single most important factor for the markets is…LIQUIDITY. The…
Thus far in his tenure as Fed Chair, Jerome Powell has emphasized that he is more concerned with the real economy than the financial markets. Put another way, the Powell…
Thus far in his tenure as Fed Chair, Jerome Powell has emphasized that he is more concerned with the real economy than the financial markets. Put another way, the Powell…
Thus far in his tenure as Fed Chair, Jerome Powell has emphasized that he is more concerned with the real economy than the financial markets. Put another way, the Powell…
Last week the Fed announced it intends to hike rates another two times this year, with three more hikes next year. The Fed also announced that it will continue to…
Last week the Fed announced it intends to hike rates another two times this year, with three more hikes next year. The Fed also announced that it will continue to…
