The single biggest trend for the next year or so will be the collapse of the $USD. The fact is that the Fed will be forced to walk back its…
Janet Yellen has confirmed that the ($USD) is going to collapse. I don’t mean a systemic, going to zero, collapse (though one day the $USD, like all fiat currencies will…
Central Bankers are absolutely terrified. In the last month, both Fed President Janet Yellen and ECB President Mario Draghi have issued somewhat hawkish statements, only to turn around within 48…
Very few investors caught on to it, but a few weeks ago the Fed made its single largest announcement in eight years. First let me provide some context. For eight…
The credit cycle is turning for the worse. Delinquency rates are creeping up in the consumer loan and commercial/industrial loan space. This is a clear signal that both the consumer…
Remember the 2007 Bubble? Remember how everyone said that it really wasn’t that big of a bubble because stocks weren’t as expensive as they had been during the previous bubble…
Fed Chair Janet Yellen just announced that the Fed will be kicking the $USD off a cliff. She didn’t use those words, but the words she did use weren’t all…
The Fed keeps ringing bells to signal the top, but the markets aren’t listening. Janet Yellen is set to present the Fed’s Monetary Report to Congress this week. Her remarks…
Stocks are now in very serious trouble. The S&P 500 has fallen to test its “election rally” trendline. If the market breaks down here, there’s essentially one giant “air pocket”…
Yesterday, the Fed made the single largest announcement of the last 10 years. The media didn’t catch it. Nor did the markets. The reason? Everyone is so busy focusing on…
Perhaps the single most accurate predictor of the economy has rolled over into recession territory. I’m talking about tax revenues. GDP growth, unemployment data, ISM surveys… all of these can…
As we noted yesterday, the world’s Central Banks have begun sending signals that the price of money in the financial system (bond yields) is going to be rising. Why is…
Since 2007, the world has packed on a truly staggering amount of debt. That year (2007) is now commonly referred to as a debt bubble. And at that time, global…
The Fed just “rang the bell” on the market top. Fed Chair Janet Yellen’s right hand man, John Williams made the following statement yesterday: “The stock market seems to be…
Tech is ready to implode. The NASDAQ ETF (QQQ) has broken its bull market trendline. Even worse, it has failed to reclaim this line despite a strong bounce. This is…
The market has been sending “topping” signals for weeks now. They include: 1) Fewer and fewer companies participating in the rally. 2) High yield credit, which leads stocks, rolling over.…
The Oil collapse is about to trigger a crisis in junk bonds. Oil has been going straight down for weeks now. As we write this, black gold is below $43…
Last week the NY Fed downgraded its economic forecast for 2Q17 to just 1.9%. Even worse, it is now forecasting 2017 total growth to be a measly 1.5%. Yes, 1.5%.…
Is the Fed About to Burst Its Third Bubble? Stocks continue to trade at nosebleed valuations. According to Fact Set, the S&P 500 is currently trading at a P/E of…
By the time CNBC starts raving about a trend, that trend is ending. Case in point, CNBC has been ragingly bullish on Tech stocks for the last month. Ironically…
