The One Thing About Tax Reform That NO ONE is Talking About The markets have been gunning higher on the notion that the Trump Administration is about to unveil a…
Another major economy is facing the ugly prospect of rising inflation. A central theme in our analysis of The Everything Bubble is that Central Bankers are focused on only one…
The following is an excerpt from our weekly investment service, Private Wealth Advisory. ECB President Mario Draghi is now walking back QE. This is not a surprise to subscribers of…
Central Banks are in VERY serious trouble. By creating a bubble in sovereign bonds, which I call The Everything Bubble, they were hoping to corner all risk. The problem with…
While the financial media “high fives” over stocks hitting new high, something far more important is brewing in the bond markets. Bonds are the “smart money” in the financial system.…
Dear Subscriber, I am beyond thrilled to announce that my book The Everything Bubble is now available to purchase at Amazon. You can purchase it by CLICKING HERE. This book…
The market is on the verge of something serious. For months we’ve been climbing steadily in a tighter range. Stocks have been BEYOND overbought having gone 300 days without even…
This Two Charts Tell You All You Need to Know About What’s Coming In 2018 Inflation is going to annihilate the stock market. The reason, in fact the BIG reason,…
The Fed is no longer even trying to hide the fact that it WANTS inflation. In the last month, the Fed has attempted to feign ignorance about the true nature…
The Fed is dramatically understating real inflation. As you know, I’ve been very critical of the Fed’s inflation measures for years. The official inflation measure (Consumer Price Index or CPI)…
We keep pounding the table that inflation is coming… but STILL few are paying attention. Last week we had now one but TWO major warnings. The first was the fact…
Sometimes you need to take a step back and see the big picture. The big picture today concerns the $USD. Running back to the early ‘80s, the $USD has been…
Inflation is coming. Vice-Fed Chair Stanley Fischer recently resigned unexpectedly from the Federal Reserve. Many were left wondering why Fischer would give up his role as the Fed’s second in…
The world’s Central Banks have finally succeeded in unleashing an inflationary storm. The first pickup has only just begun to be felt. But this time next year, when inflation is…
More and more signs of inflation are showing up. In the latest ISM reading (a measure of economic activity in the US), this following tidbit showed up: Factory index climbed…
Central Banks have FINALLY created inflation. Starting in late 2016, Central Banks began actively rigging the stock market via a number of gimmicks. They are: 1) Slamming the VIX lower…
Yesterday, Janet Yellen stated that the Fed was “wrong” about employment and inflation. I realize that the significance of this might be lost on many individuals. The Fed’s ENTIRE purpose…
Something truly astonishing is happening at the Fed. The Fed FOMC minutes for July contained an incredible admission although most missed it. During that meeting Fed officials implicitly admitted that…
Let the farce begin. The Fed meets today to discuss whether or not to begin shrinking its balance sheet. The financial media informs us that this is the single most…
Let’s face the facts. The only reason the financial system has held together so well since 2008 is because Central Banks have created a bubble in bonds via massive QE…
