“Run It Hot” Means the Great Global Melt Up is Just Getting Started
The stage is set for a global melt-up. The S&P 500 just hit a new all-time high the week before last. The index remains well above both its 8-day exponential…
The stage is set for a global melt-up. The S&P 500 just hit a new all-time high the week before last. The index remains well above both its 8-day exponential…
Sometimes it’s worth taking a step back and looking at things with unbiased eyes. The bears keep telling us that the stock market is in a massive bubble and that…
Central banks now have 30 years’ worth of monetary insanity under their belts. The grandfather of monetary policy insanity, the Bank of Japan or BoJ first introduced Zero Interest Rate…
The Fed’s Quantitative Tightening (QT) program ended yesterday. If you’re unfamiliar with QT, it’s a process through which the Fed allows the bonds it owns to mature. Once the bonds…
The financial system is currently undergoing a tectonic shift from paper assets to hard assets. And this has the potential to create life-changing profits for those who invest accordingly. There…
I’m going to let you in on a little secret… A bull market in stocks is now a matter of national security. Some 58% of American households have exposure to…
A tsunami of liquidity is coming to the financial system. Globally, central banks have begun the next major easing cycle with a jaw-dropping 320 rate cuts already implemented since the…
Gold is going to go to $10,000 per ounce. Why? Because the government/ Fed are going to print a truly obscene amount of money as soon as the economy rolls…
The #1 story for the financial system today is the fact that gold is soaring again. The current bull run in gold started in early 2024 when the precious metal…
The Great Global Melt Up is taking a breather… but do NOT mistake this breather/ correction for the end. Globally, the world is awash is too much debt. The US…
Japan just joined the “inflate or die” party. Globally, central banks are engaged in an aggressive monetary easing cycle. The European Central Bank (ECB) has already cut rates eight times……
Gold has now cleared $3,800 per ounce and silver has hit $48 per ounce. Those mining companies that produce these metals are experiencing double if not triple digit gains. And…
The government shut down last night. So far stocks are shrugging off this development for the simple reason that a shutdown opens the door to the Trump administration aggressively cutting…
I want you to meet the man who could ignite the greatest melt up in financial history. His name is Stephen Miran. He was previously an economic advisor to President…
As I warned yesterday, stocks are due for a pullback. This is nothing to panic about… pullbacks are normal and healthy in the context of a bull market. And in…
The Great Global Melt Up is accelerating now. As we’ve noted previously, the stage is set for a spectacular stock market bubble. The fact is, and it’s a very simple…
The Fed meets today and tomorrow. It will announce its official policy change, if any, tomorrow at 2PM EST. The markets strongly believe that the Fed will cut rates by…