The one question no one ever asks is the simple, most obvious, and for American society, the saddest: What if there is a recession and […]
Tag: FEDERAL RESERVE
03.15.24 Weekly Market Review: A Weather Change
For those of my readers not familiar with this time of year in Florida, it is not only spring break where traffic becomes an infernal […]
03.14.24 Market Report: Uh, oh another No No No Market
Last time I did a report like this was October 6, 2023. It got ugly, then the Fed said “everyone party now” and the market […]
“Cisvidia”
The media, the financial world, and civilization came to a stop this week. Wars were paused, children’s births delayed, and the heavens shone a light […]
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 […]