Inflation is here and it’s BAD. You see, inflation enters the economy in stages. It’s not as though the Fed begins to print money and POOF! inflation appears. It takes…
Inflation is here and it’s BAD. You see, inflation enters the economy in stages. It’s not as though the Fed begins to print money and POOF! inflation appears. It takes…
The markets are now facing the perfect storm. China is entering a recession. Yes, I know the “official” date shows China is doing well, but the “official” data is political…
The markets are now facing the perfect storm. China is entering a recession. Yes, I know the “official” date shows China is doing well, but the “official” data is political…
The markets are now facing the perfect storm. China is entering a recession. Yes, I know the “official” date shows China is doing well, but the “official” data is political…
Jerome Powell has made a truly staggering admission… That admission is that the Fed is going to “hike rates until something breaks.” And when I say “breaks” I don’t mean…
The Everything Bubble is bursting. After the 2008 Crisis, global central banks created a bubble in the sovereign bond market via ZIRP and QE. Because these bonds are the bedrock…
More and more “bells are ringing” for this market rally. The microcap index, called the Russell 2000, typically leads the overall market in risk on/ risk off moves. With that…
More and more “bells are ringing” for this market rally. The microcap index, called the Russell 2000, typically leads the overall market in risk on/ risk off moves. With that…
More and more “bells are ringing” for this market rally. The microcap index, called the Russell 2000, typically leads the overall market in risk on/ risk off moves. With that…
More and more “bells are ringing” for this market rally. The microcap index, called the Russell 2000, typically leads the overall market in risk on/ risk off moves. With that…
Yesterday, the Federal Reserve stated it would no longer be “accommodative” with its monetary policy. On that same day Fed chair Jerome Powell stated that stock market valuations were in…
Dear Reader, If you’re looking for answers as to why the US financial system is the way it is… or have questions about what’s coming down the pike in the…
Dear Reader Sometimes understanding how things work can be a bit lonely… especially when it comes to knowledge of our current financial system. Trust me, I know… if you want…
As if we didn’t have enough reasons to be concerned about stocks already, the bond market is blowing up again. Why does this matter? Because the entire move in the…
As if we didn’t have enough reasons to be concerned about stocks already, the bond market is blowing up again. Why does this matter? Because the entire move in the…
As if we didn’t have enough reasons to be concerned about stocks already, the bond market is blowing up again. Why does this matter? Because the entire move in the…
Dear Reader, If you’re looking for answers as to why the US financial system is the way it is… or have questions about what’s coming down the pike in the…
The Powell Fed has set one goal and one goal only for its policy… Hitting the “neutral rate of interest.” The neutral rate of interest is when the Fed has…
Yesterday’s piece generated a lot of interest, so we’re going to develop this theme some more. The key item of note is that while US stocks are holding up, the…
