Daily market commentary covering the Fed, inflation, precious metals, and the forces shaping your investments.
For months now the commodities sector has been leading stocks. Of the commodities agricultural commodities were the market leaders: they began this rally back in June 2010, a month before…
This is a continuation of an essay I wrote yesterday concerning the Fed’s moves during the financial crisis. As a recap, here are those moves again: The Federal Reserve cutting…
The QE 3 debate has been raging ever since the Fed announced QE 2 in November 2010. However, this debate is moot. The reason is because the Fed HAS to…
This is a continuation of a series of essays I wrote concerning the global shift away from the US Dollar as reserve currency. If you missed those essays, a brief…
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…
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