Despite the late-season heads up and short-lived summer rally, there was an opportunity to trade the seasonal rally off a price pivot after publishing (Twitter thread) the “Gold and Silver Outlook for Summer 2022 – Part 2” on July 18. The predominant factor...
The dollar (USD) continued its scorching rally and printed a 20-year high today following the release of a 9.1% YoY inflation surge and lifting near-term expectations that the Federal Reserve will pursue a hawkish monetary policy stance this month. Markets are pricing...
After the Federal Reserve initiated quantitative tightening (QT) in late fall of 2017, I published “96-Month and Subprime Auto Loans – It is All Good Until…” in May of 2018. At that time, household debt was at an all-time high, the Fed was raising interest rates at...
Fed Chairman Jerome Powell testified in front of Congress last week for a second-term confirmation and tiptoed around the Federal Reserve’s plan on tapering its accommodative monetary policy to “rate normalization” in 2022 and beyond. The barrage of questions about...
Trouble is brewing that has the potential to rock the economy, politicos on Capitol Hill, Fauci and his cohorts, the Federal Reserve, monetary and fiscal policy, geopolitics, and U.S. national security. Making an educated guess about what event would trigger a...