The government bean counters are working overtime to hide inflation. Yesterday’s Consumer Price Index (CPI) number would be hilarious if it wasn’t so damaging to Americans. According to the Bureau…
Yesterday, I explained why I believe we are due for a period of below average stock market returns. By quick way of review: Inflation is roaring higher. Official inflation measures…
One of the most difficult things to learn about the stock market is the fact that it has little, if anything, to do with the real economy. This is a…
On Friday I outlined a very disturbing reality. That reality? That the Fed is very likely now a political entity. By quick way of review: Fed Chair Jerome Powell’s term…
Over the last two days, I’ve outlined THE single most important development you need to see, in order for the market to crash. Think of them as BIG warnings, or…
Yesterday I outlined THE single most important development you need to see, in order for the market to crash. Think of them as BIG warnings, or the FOUR Horsemen that…
Over the last few weeks, I’ve been outlining the clear evidence that stocks are in a bubble, arguably the largest stock market bubble of all time. In truth, however, it’s…
Over the last few weeks, I’ve been outlining the clear evidence that stocks are in a bubble, arguably the largest stock market bubble of all time. In truth, however, it’s…
While the stock market continues to rise to new all-time highs, the options markets are betting on a massive crash. If you’re unfamiliar with options, they are securities that give…
The #1 question I’m asked these days is… “Are stocks in a bubble?” Defining a bubble in stocks is extremely difficult because stock prices are based heavily on Treasury yields,…
So, will it be stagflation after all? It is already clear that inflation has entered the financial system. Those who claim that this cannot be true because Treasury bonds aren’t…
Yesterday President Biden suggested that the U.S. might face another wave of lockdowns. Among the various policies he hinted at were: 1) Mandating that all Americans get the Covid-19 vaccines.…
Yesterday I noted that Friday’s action was very troubling. By quick way of review: It is unusual for stocks to close down on Friday. It’s even more unusual for stocks…
Over the last three days, I’ve been outlining how the Fed “spooked” the bond markets into believing it will move to crush inflation sometime in the next 18 months. Yesterday…
Over the last week, we’ve been outlining the absurdity of Treasury Secretary Janet Yellen’s belief that higher inflation and higher interest rates would for the U.S. By quick way…
It’s official, inflation is now deeply embedded in the financial system. You see, inflation arrives in stages. It’s not as though it appears overnight and suddenly the cost of everything…
We’ve been outlining how the Fed and other central banks have unleashed an inflationary bubble in all assets… truly an Everything Bubble. We’ve already assessed the impact this is having…
As I’ve been outlining for the last few weeks, the Fed and other central banks have finally succeeded in unleashing inflation. The Fed and its ilk are trying to downplay…
So far this week I’ve outlined: Why you should BUY stocks when they start bubbling. That bubbles typically last months if not years once they start. Selling at the first…
Stocks will start the week slightly down. However, in the intermediate term, it is now clear that the markets are bubbling up. We are seeing clear signals of market mania everywhere. 1) …
