Inflation is Hotter than Fried Bacon

In days of future past, I posted up a regular spreadsheet and talked about using the old Dollar Tree inflation indicator. Silly me, that was […]

The Federal Reserve’s Nightmare

This afternoon Federal Reserve Jay Powell did what he does best: Screw up markets. In the many months preceding today’s FOMC meeting, the insiders have […]

The Retail Sales Should Falter with Higher Inflation Fallacy

The financial media has decided long ago that the indicator of strong consumers and retail sales will always serve as validation for the most abhorrent […]

01.17.24 Another Asian Market Crash

The ritual of waking up at ungodly hours and scanning for information usually is quite boring outside of the half dozen wars and inept political […]

Another Suspect Rally in Gold or the Real Deal?

The problem with being a strong believer in the traditional value of gold as the safety trade is that one has to take slings and […]

Jay Powell Must Begin a New Rate Hike Cycle Immediately

Seriously. The Chairman of the Federal Reserve, Jay Powell, must initiate a new rate hiking cycle as soon as possible or the bubbles and insanity […]

A Very Quick Market Update: Still no, No bull, No Bare, Nowhere Man’s Land

As my readers have noticed I have been quite reserved lately other than commentary with some others on the inside and in private regarding the […]

On November 1st, the Federal Reserve Chooses Stagflation

Welcome to Fed Day boys and girls. In the days of old, it was not a big event. Way way way back, when yours truly […]

The Faith in Models Will be America’s Undoing

For the long time followers of these pages dating back to 2007, this opinion piece shall not come as a major shock or surprise. But […]

The Cumulative Inflation Dilemma

The media and the Fed seem to have declared victory over inflation this week. If this is your first experience with inflationary periods like this, […]

Precious Metals are Doomed for Now

Last night I highlighted what was a lackluster quarter of equity trading which continued today with more institutional distribution but low volume and very poor […]

Today the FOMC Will Probably Make Things Worse

Way, way, way back in history, I penned an article and a warning: Powell and the Fed Screw up Again In that piece I stated […]

Jay Powell Can Not Win Today

There is this growing theory of thought being promoted on the Bubblevisions (financial television) that the Federal Reserve is done raising rates. It is promoted […]

Why Friday’s Jackson Hole Symposium Matters Now More than Ever

The constant debate between television economists and FinTwit commentaries (Financial Twitter) is that the statements and papers submitted by Federal Reserve members, including the Fed […]

Happy Fed Blunder Day Everyone!

One year ago, here was the headline on these very pages: The Federal Reserve panicked on June 15, 2022 and raised rates 75 bps in […]