Well the final data is in and Janet Yellen’s “hot” economy is a disaster. The US finished 2016 with GDP growth of 1.6%. This is flat out embarrassing. And it…
The markets are turning. No one is paying attention and no one cares, but it is highly probable that the markets have formed a MAJOR top. The S&P 500 has…
The markets are completely misreading the Trump Presidency. Since Trump won the election, the $USD has surged above 100. The consensus view is that Trump’s Presidency will continue to maintain…
Last night, the $USD broke below 100. This is a MAJOR development. Throughout the second half of 2016, the $USD was on a rampage, breaking above 100 and staying there…
Gold has bottomed and is now aggressively outperforming stocks. This statement is probably shocking to you. The financial media is hyping stocks non-stop with the idea that we’re soon going…
The Yellen Fed is rapidly digressing into a political entity. The Fed is allegedly independent of politics, but Janet Yellen’s latest statements leave no doubt that she is more of…
The Yellen Fed is rapidly digressing into a political entity. The Fed is allegedly independent of politics, but Janet Yellen’s latest statements leave no doubt that she is more of…
Before starting this article, I want to stress the following: I HATE politics. However, in today’s highly politicized world, you cannot ignore some moves. On that note, on Tuesday night,…
President Elect Donald Trump just fired a warning shot at the $USD. Last night, the Wall Street Journal posted an interview with Trump in which he stated that the Dollar…
The US is officially in a recession. This won’t show up in the “official” data… because the official data is fiction. GDP numbers might as well be in a Harry…
While CNBC and the financial media are pushing investors to buy into the “Stocks going to the moon” narrative, another asset class as just staged a once in a decade…
The media has decided that the single bets investment going forward is the US Dollar. Indeed, Marketwatch has proclaimed that 2017 will be “The Year of the Dollar.” If you…
The market has become one giant trade. That trade is: Long US stocks Long the $USD Short Treasuries Short Gold In terms of speculative positioning, as Hedgopia has noted hedge…
Investment advisors are piling their clients into the wrong trades… again. H/T Josh Brown As you can see, investment advisors are pushing clients into US stocks while dumping Bonds and…
What is Janet Yellen thinking? The Yellen Fed raised interest rates again in December 2016. More than this, Yellen has promised the Fed will be raising rates THREE times in…
The momentum driven post election rally has ended. Next up is the US Dollar driven collapse in the markets. Copper called this weeks ago as we noted before. No one…
The biggest issue in the financial system… the issue that CNBC is completely avoiding… and 99% of professionals are ignoring is the US DOLLAR. The US Dollar has ripped to…
Janet Yellen thinks the US Dollar is a ““cash is not a convenient store of value.” Long-term she is correct. After all, thanks to the Fed, the $USD has lost…
Another ugly signal just hit the markets. One of the most important metrics for global growth is the Australian Dollar. It, like Copper, is VERY closely associated with global growth.…
The big theme for 2017 will be Cash… not a pro-deflationary “time to own cash” theme… but a “let’s ban it as quickly as possible” theme. Let’s review. In 2016:…
