Category Archives: WHITE Swan

The Santa rally has ignited stocks to new all-time highs. However, the bigger story is that the stock market is showing zero indication that President Trump will step down as President. If anything, the stock market has begun discounting a landslide win … Continue reading →

Posted on December 27, 2019 by The Phoenix | Comments Off on The Market Is Telling Us President Trump Wins 2020 in a Landslide

Forget everything the mainstream media and economists are telling you about a recession… the U.S. economy is ROARING. To see this, however, you need to look outside the official data, which is so heavily gimmicked that it borders on fiction. … Continue reading →

Posted on December 23, 2019 by The Phoenix | Comments Off on Sorry Mainstream Media, the Consumer is STRONG and the US Economy is Roaring

President Trump was about the Federal Reserve being too hawkish with monetary policy in 2018. And he’s correct now to suggest the Fed should be easing more aggressively. To be clear, the Fed was correct to raise rates and attempt … Continue reading →

Posted on December 20, 2019 by The Phoenix | Comments Off on Is President Trump Watching Copper Prices?

President Trump was about the Federal Reserve being too hawkish with monetary policy in 2018. And he’s correct now to suggest the Fed should be easing more aggressively. To be clear, the Fed was correct to raise rates and attempt … Continue reading →

Posted on December 20, 2019 by The Phoenix | Comments Off on President Trump Was Right About the Fed Killing Growth… and About the Coming Economic Boom

The market correction we’ve been predicting to our clients for the last three weeks finally hit. The S&P 500 caught up with both breadth and high yield credit to within spitting distance of our downside target of 3,070 or so. … Continue reading →

Posted on December 5, 2019 by The Phoenix | Comments Off on The Correction Is Over, the Next Leg is Beginning

The market correction we’ve been predicting to our clients for the last three weeks finally hit. The S&P 500 caught up with both breadth and high yield credit to within spitting distance of our downside target of 3,070 or so. … Continue reading →

Posted on December 5, 2019 by The Phoenix | Comments Off on Sorry Bears, We’re Nowhere Near a Major Top

That last post sure caused a ruckus. In case you missed it, the premise was very simple. This is the last bull market of our lifetimes. I realize that sounds like a crazy statement. So, I want you to take … Continue reading →

Posted on December 2, 2019 by The Phoenix | Comments Off on This Bull Market Is Your Last Opportunity to Get Rich From Stocks

That last post sure caused a ruckus. In case you missed it, the premise was very simple. This is the last bull market of our lifetimes. I realize that sounds like a crazy statement. So, I want you to take … Continue reading →

Posted on December 2, 2019 by The Phoenix | Comments Off on What Happens When This Bull Market Finally Ends?

The Fed is now expanding its balance sheet at a pace of $100 billion per month. Yes, $100 billion, despite the fact its official QE program is only $60 billion. On an annualized basis this means the Fed is now … Continue reading →

Posted on November 26, 2019 by The Phoenix | Comments Off on Is This the Last Great Bull Market Of Our Lifetimes?

Three Reasons Stocks Are Going to Explode To the Upside

Posted on November 25, 2019 by The Phoenix

There is no recession. The investment herd bought heavily into the “a recession is about to hit” narrative earlier this year. They did this based on: 1)   A sharp dip in economic activity in the first half of 2019. 2)   … Continue reading →

Posted in The Markets, Trading Opportunity, WHITE Swan | Comments Off on Three Reasons Stocks Are Going to Explode To the Upside

The Fed is Going to Push Stocks to Levels You Won’t Believe

Posted on November 5, 2019 by The Phoenix

Here’s a crazy fact… The Fed just expanded its balance sheet by $250 BILLION in eight weeks. Yes, a quarter of a TRILLION dollars… in two months. The last time the Fed was expanding its balance sheet at this pace … Continue reading →

Posted in WHITE Swan | Comments Off on The Fed is Going to Push Stocks to Levels You Won’t Believe

Stocks broke above resistance to hit new all-time highs yesterday. This was a BIG move and one that opens the door to a truly massive rally in the coming weeks. In the very near-term, stocks are overbought, but this move … Continue reading →

Posted on October 31, 2019 by The Phoenix | Comments Off on How to See Triple Digit Gains During the Next Bull Run

Stocks broke above resistance to hit new all-time highs yesterday. This was a BIG move and one that opens the door to a truly massive rally in the coming weeks. In the very near-term, stocks are overbought, but this move … Continue reading →

Posted on October 31, 2019 by The Phoenix | Comments Off on With the Right Investments, This Move Could Make Investors VERY Rich Indeed

When Seven Rate Hikes is Accommodative… Inflation is Out of Control

Posted on June 14, 2018 by The Phoenix

The Fed revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost … Continue reading →

Posted in WHITE Swan | Comments Off on When Seven Rate Hikes is Accommodative… Inflation is Out of Control

The Fed Made a Startling Admission Concerning Inflation Yesterday

Posted on June 14, 2018 by The Phoenix

The Fed  revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost … Continue reading →

Posted in Inflation, WHITE Swan | Comments Off on The Fed Made a Startling Admission Concerning Inflation Yesterday

The Fed Went Hawkish… Because It’s WAY Behind the Curve

Posted on June 14, 2018 by The Phoenix

The Fed  revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost … Continue reading →

Posted in Central Bank Insanity, Inflation, WHITE Swan | Comments Off on The Fed Went Hawkish… Because It’s WAY Behind the Curve

Will the Fed Choose Inflation or Deflation? Here’s What the $USD is Saying

Posted on June 13, 2018 by The Phoenix

The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows … Continue reading →

Posted in Inflation, WHITE Swan | Comments Off on Will the Fed Choose Inflation or Deflation? Here’s What the $USD is Saying

The $USD Thinks the Fed Will Choose Inflation

Posted on June 13, 2018 by The Phoenix

The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows … Continue reading →

Posted in Inflation, Trading Opportunity, WHITE Swan | Comments Off on The $USD Thinks the Fed Will Choose Inflation

Make No Mistake, An “Inflationary Overshoot” Is Unavoidable at This Point

Posted on June 7, 2018 by The Phoenix

The Fed has gone dovish. In fact, it’s going to allow inflation to explode higher. That, in of itself, is significant… to understand why, we first need to acknowledge how the Fed currently operates to control risk in the financial … Continue reading →

Posted in Inflation, Trading Opportunity, WHITE Swan | Comments Off on Make No Mistake, An “Inflationary Overshoot” Is Unavoidable at This Point

Newsflash… the Russell 2000 Was FLAT Yesterday

Posted on May 30, 2018 by The Phoenix

The current view trending in social media as well as most of the financial media is that Italy is about to trigger a systemic collapse of Europe. Those proposing this theory are using charts of Italy’s bond yields and stock … Continue reading →

Posted in It's a Bull Market, Trading Opportunity, WHITE Swan | Comments Off on Newsflash… the Russell 2000 Was FLAT Yesterday