Asides

IT'S A BULL MARKET

Will Inflation Blow Up the Everything Bubble

As I’ve been stating for weeks now, inflation is the big theme for 2018. Even the Fed’s ridiculous CPI measure is coming in higher than expected (though real inflation is…

IT'S A BULL MARKET

The Dead Cat Bounce is Over

The Fed is “letting the stock market go.” As I’ve outlined multiple times, if the Fed has to choose between supporting the bond bubble or supporting stocks, it will choose…

IT'S A BULL MARKET

Warning: The Fed is “Letting Stocks Go.”

The Fed is “letting the stock market go.” As I’ve outlined multiple times, if the Fed has to choose between supporting the bond bubble or supporting stocks, it will choose…

IT'S A BULL MARKET

This Bounce Won’t Last… We’re Going Lower

The markets have changed and many are going to get “taken to the cleaners.” Last year, 2017, was a not a normal year for stocks. Stocks as an asset class…

IT'S A BULL MARKET

The S&P 500 is in SERIOUS Trouble

The bond market has done the Fed’s job for it. The reality is that the Fed is way behind the curve. True, the Fed is raising rates, but it is…

IT'S A BULL MARKET

Bonds Have Done the Fed’s Job For It

The bond market has done the Fed’s job for it. The reality is that the Fed is way behind the curve. True, the Fed is raising rates, but it is…