The stock market is in serious trouble. Yes, I know that FANG stocks are going to infinity and nothing can bring this market down. But the reality is that “beneath…
The stock market is in serious trouble. Yes, I know that FANG stocks are going to infinity and nothing can bring this market down. But the reality is that “beneath…
The stock market is in serious trouble. Yes, I know that FANG stocks are going to infinity and nothing can bring this market down. But the reality is that “beneath…
The stock market is in serious trouble. Yes, I know that FANG stocks are going to infinity and nothing can bring this market down. But the reality is that “beneath…
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…
The single most important bond in the world is the 10-Year US Treasury bond. This bond represents the “risk free” rate of return for a total economic cycle (roughly 10…
The single most important bond in the world is the 10-Year US Treasury bond. This bond represents the “risk free” rate of return for a total economic cycle (roughly 10…
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…
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…
The markets are now screaming at the Fed that it needs to “back off.” Copper is widely called “Dr. Copper” due to its close association with economic growth. With that…
The markets are now screaming at the Fed that it needs to “back off.” Copper is widely called “Dr. Copper” due to its close association with economic growth. With that…
The markets are now screaming at the Fed that it needs to “back off.” Copper is widely called “Dr. Copper” due to its close association with economic growth. With that…
The markets are now screaming at the Fed that it needs to “back off.” Copper is widely called “Dr. Copper” due to its close association with economic growth. With that…
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…
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…
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…
The Trump White House is currently on a collision course with the US Federal Reserve (the Fed). First a little background. The Trump administration has “branded” the stock market as…
The financial system is in trouble. Indeed, by the look of things, we are about to experience a wave of deflation… in years. Let’s first talk about the $USD. The…
The financial system is in trouble. Indeed, by the look of things, we are about to experience a wave of deflation… in years. Let’s first talk about the $USD. The…
