Daily market commentary covering the Fed, inflation, precious metals, and the forces shaping your investments.
The following is an excerpt from my paid newsletter Private Wealthy Advisory detailing the global shift away from the US Dollar as the world’s reserve currency. It also specifies what…
Many commentators are baffled that Ben Bernanke decided NOT to announce QE 3 a month ago. The reason for this is obvious: the Fed only got about three months’ worth…
This is part 2 of our “Global Dollar Dump” article series. In part we noted how China has already begun moving away from the US as a major trading partner.…
The following quotes signal the beginning of the End Game for the US Dollar: “We hope the U.S. government will take responsible policies and measures to safeguard investors’ interests,” [China’s…
The primary question now is whether last week’s rout in commodities was the start or something bigger or simply the bursting of mini-bubbles in Silver and Oil. Don’t get me…
Here’s a zinger of a news story that most commentators haven’t bothered to take note of… The CEO of Smithfield Farms, the largest pork producer in the US. Among other…
The “hit job” is in reference to Bin Laden and the precious metals, both of which got taken out over the weekend. The implications of the Bin Laden hit are…
Yesterday, Bernanke staged a “conference” answering “questions” from “journalists.” It’s striking that the man with the most power in the world would be handled with kid gloves. After all, if…
Many commentators are discussing the collapse of the US today. Indeed, the most common theme I see one of “it’s all over,” usually focusing on the math/ debt problems in…
The Fed will absolutely have to engage in some kind of QE. It might be a toned down version like QE lite (which supposedly doesn’t involve additional money printing). Or…
The US Dollar broke to a new low in the overnight futures session. It’s not surprising as China announced over the weekend that it expects to trim its US Dollar…
If the US were a company, it’d already be in Chapter 11. FoxNews published a WHOPPER of a story yesterday, though it somehow has not caught the attention of most…
Graham’s note: The following is an excerpt from my most recent Private Wealth Advisory newsletter. In it I explain why the Fed will perform QE 3 and kill the US…
… and we just passed $500 billion. I’ve shown the below chart before in other pieces. However, given its significance, it deserves regular review. This is a chart of the…
The most significant development in the markets today is S&P’s decision to revise its US outlook to negative. This single issue has resulted in stocks taking a nosedive and Gold…
As noted in yesterday’s essay, Bernanke and pals’ claims that the US is in a recovery due to the fact the stock market has rallied are totally bogus. Bernanke is…
The US Federal Reserve has bet the farm… and the Republic on the idea that they can inflate us back to a recovery. In plain terms, Bernanke and pals believe…
The US Dollar has broken down in the overnight futures session to test its 2009 low. We’ve now definitively taken out the 2010 low. If we break the 2009 low…
And we’re back! Thank you so much for your patience over the last 48 hours. We are still in the process of upgrading parts of the Gains Pains & Capital…
Enough is enough. The mainstream financial media always tries to offer fundamental reasons for why stocks do what they do. If stocks rally it’s because on good earnings or improved…
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