The Big Inflation Lie

The Big Inflation Lie

Stock Traders Believe the Hype and Hopium! Is it seasonality, or just window dressing for fund managers to post year-end gains for their clients? Either way, Santa Claus arrived early and brought outsized stock-market returns for investors in December, irrespective of...
Fed’s Loading Its Bazooka for 2024!

Fed’s Loading Its Bazooka for 2024!

Rate Cuts and QE Coming: Fed’s Loading Its Bazooka for 2024! It’s a cycle that never ends. Inflation rears its ugly head, then the Federal Reserve beats it into submission with quantitative tightening (QT) and interest rate hikes. Next, inflation subsides with or...
Debt Bomb Ticking

Debt Bomb Ticking

Holiday Debt Bomb Ticking: Think “Black Monday,” Not “Black Friday” Like an overeager neighbor who puts up his front-lawn Christmas lights in September, the market is too early and too eager in celebrating an apparent victory over inflation. In contrast, prudent...
Major Lag in Gold

Major Lag in Gold

Catch-Up Rally Will Be Epic! Many of my readers are in celebration mode now that the gold price has broken above the crucial $2,000 resistance level. This could easily be the start of a much bigger rally since other commodities have had their breakout moments and it’s...