Is it “Late 2007” For the Everything Bubble? Timing the end of a major bubble is extraordinarily difficult as it entails figuring out when a critical mass of investors shift…
And they’re going to choose to let stocks go. The #1 driver of the stock market is Central Bank money printing. In 2017 alone, the BoJ and the European Central…
The Bank of Japan (BoJ) will RAISE rates in 2018. And it’s going to collapse the stock market. The #1 driver of the stock market is Central Bank money printing.…
Inflation Watch: This Super Popular Sector is in Serious Trouble Tech is warning about inflation. Tech performs terribly during periods of higher inflation. If you think I’m making this up,…
The bubble in sovereign bonds is looking dangerously close to popping. And ironically, what could burst it is the very thing Central Banks have been pursuing aggressively for the last…
As we keep emphasizing, the world is in an Everything Bubble. In truth, it is a bubble in sovereign bonds, created by Central Banks attempting to corner these markets via…
When Central Banks attempted to corner the sovereign bond market via ZIRP and QE, they forced ALL risk in the financial system to adjust lower. Remember, in a fiat-based monetary…
Remember how the Fed, ECB and others all claimed ZIRP and QE were about generating economic growth, making mortgages more affordable, and helping consumers? Well, that was a gigantic lie.…
What do formerly successful hedge funds going out of business, wacky economic data points, and the election of populists like Donald Trump all have in common? All of them are…
This year, (2017) was the year that the financial system moved from fearing deflation to expecting inflation. You can see this in the breakout in inflation expectations. From 2013 until…
Everywhere one looks, inflation is roaring. Oil is about to hit $60 a barrel, having risen 10% this year alone. Moreover, home prices have hit new all-time highs, surpassing even…
The Fed claims it’s “confused” as to why inflation remains so low. The Fed isn’t confused at all. It intentionally measures inflation in ridiculous ways to guarantee that the “official…
Something extraordinary happened yesterday. And no one is talking about it. The ECB proposed removing “deposit insurance” for bank deposits. Put another way, the ECB wants to make it so…
Are you prepared to invest based on a huge inflationary move in 2018? I ask because this move is coming, whether you prepare or not. Below is a chart for…
They finally did it. Since 2008, Central Banks have been desperately trying to generate inflation. They know they cannot produce growth (hence why both the Fed and the ECB abandoned…
Let’s talk about inflation. There are two types of inflation in the world… the “inflation” that you and I experience in the form of a rising cost of living induced…
The world is careening towards an inflationary shock. As was the case with the beginning of the Housing Crash, few are noticing what’s happening. And even fewer realize the true…
Let’s talk about Junk Bonds. Junk Bonds are corporate debt issued by companies that have a significant chance of defaulting (meaning they don’t pay you back). Why would anyone want…
Something truly massive happened in early 2017. That “something” was the market shifted from deflation towards an inflationary outlook. If you don’t believe me, you can see for yourself. Inflation…
According to the Wall Street Journal, Jerome Powell will be the next Fed Chair. Whether or not this is fact is difficult to tell. Neither the White House nor Powell…
