Just when one thinks that this year was going to calm down compared to the tariff insanity and bizarre economic policies of 2025, the Trump […]
Tag: FED
Does Retail Jumping Into Gold and Silver Mark the Top?
Thursday morning began with a hard Mr. Slammy of selling against precious metals and this headline for all of those of us considered “goldbugs” which […]
Did The Bank of Japan Make A Tactical Mistake?
The Bank of Japan is as screwed up as Jay Powell’s Federal Reserve. There, I said it. Except they bow more, are more polite, and […]
FOMC Decides: Fed Trek II The Wrath of Don
“Revenge is a dish, best served cold” -Khan, Star Trek II Right about now, President “The Don” Trump is feeling a chill in the air […]
Jackson Hole Marks the Start of America’s Financial Market Insanity
Way back in ancient history, okay, actually on July 13, 2025, these pages published the following article: Will Trump’s War on the Fed Crash the […]
2025 Q2 Ends on a What Me Worry Note
The second quarter of 2025 began in April with a trade war firestorm and ended the month of June with a Taco Fiesta creating hope […]
Something Wicked From Asia Has Hit US T-Bills
As many of my regular readers know, I maintain fairly bizarre hours as I’m usually in the office early getting things accomplished and sometimes up […]
Breaking Bad Enters the Trade War Conversation
There will be a cadre of bulls who insist that this author is insane. For the record, I am not a permanent bear as it […]
A Golden Warning for the Markets
Today the equity markets completed an intraday reversal, albeit on relatively light volume and terrible breadth, to finish the month and quarter with a so-called […]
The Specter of Personal Gold Ownership
To say this has been one hell of a week in the markets so far is an understatement. I do not recall which of the […]
Are the Markets Approaching a Penn Central Moment?
“It is evident that the country cannot continue to advance prices and wages, to curtail production, to expand credits, and to attempt to enrich itself […]
01.07.25 Markets: Mom and Dad are Home and are They Pissed
So the junior traders got their shot and were left very specific instructions: “Don’t play with the algos boys and girls and not moving our […]
A Quick Note About Gold
These pages just predicted that gold will finish 2025 strong, however, historically during post-election periods, there are some interesting tendencies which impact the gold market […]
JohnGaltFLA’s 2025 Drunken Predictions
Now that we’ve digested and expelled the hellish year of 2024, one has to ask just how much more fun can we have in 2025? […]
As the Christmas Crypto Turns To Coal – A Monetary History Lesson
As the gas is being let out of the latest memecoin tonight, it might be a wise time to review some monetary history and the […]