What if the Bond Market Isn’t Warning About Inflation

The common theory being propagated by the media is that because CPI and PPI came in hot last week, the new Federal Reserve Chairman Kevin […]

End of An Error

Parting is such sweet sorrow. And with those words I bid adieu to Federal Reserve Chairman Jerome (“Jay”) Powell who held what should be his […]

12.10 FOMC Preview: A Hawkish or Foolish Cut?

In the aftermath of the last FOMC meeting on October 29th where the key portion of the statement was the following: In assessing the appropriate […]

The Last Possible Week of the Government Shutdown

If one is following these pages for gambling predictions, political predictions (yeah I picked Cuomo while intoxicated last December to win), or even sport wagering […]

Is Gold $4000 Next?

On December 29, 2024, after careful consideration and perhaps several glasses of Bowmore 15 year old scotch, these pages made the following prediction regarding gold […]

The Fed Will Cut 50 bps But Trigger an Eventual Equity Disaster

This Wednesday the bulls will be all jacked up, sipping their Zimas and prepping for a massive market rally after Federal Reserve Chairman steps up […]

No Virginia, Inflation is Not Declining

However, yes Virginia, there is a Santa Powell! The good news for all the little baby bull boys and girls out there is that Santa […]

President Trump’s Firing of Fed Governor Cook Might Backfire

Tonight, in what can only be called a shocking move, President Trump put down the Diet Coke, apparently, and went fully leaded which of course […]

Trump’s Stagflation Nightmare Accelerates with Powell’s Folly

As someone who studied history and lived through the late 1970s in high school then into college, it might seem like I am now once […]

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 […]

The Federal Reserve’s Binary Choice Means Pain

There are points in economic cycles where the outcome of any economic decision made becomes a binary choice. Unfortunately for the American public, the upcoming […]

How Retailers Like Walmart Pass on Tariffs to the Public

After listening to Peter Navarro bark like a trained seal on Bloomberg Television this afternoon, I fear this brief thread is more necessary than ever. […]

FOMC Day: Jay Powell is Cooking Up the FUTburgers

Yes, I know, I know, the title is corny and just what is a futburger? More on that at the end of this piece but […]

Trump’s War on Jay Powell Hits a Bessent Speed Bump

The Wall Street Journal broke some news on Saturday afternoon which appears to have created a dilemma for the get rid of Powell at any […]