The theory that Doctor Copper is never wrong about economic fundamentals, inflation, and future price movements for many of the metals be they the base […]
Tag: INFLATION
09.23 US Market Update: …Since 2007 or 1987?
Uh-oh. Today’s market can be best summed up by one theme this author heard repeatedly on various financial news reports: “…. since 2007.” Be it […]
The Diesel Crisis is Worse Than You Think
The running narrative in Washington, DC thanks to the start of silly season (elections) has been that America has plenty of oil, plenty of gas, […]
09.16 FOMC Preview: Warsh is The Man in the Box
He who tries, will be wastedFeed my eyes, now you’ve sewn them shut There is nothing like creating a FOMC meeting preview and finding a […]
September 1st Gold Report: Time to Sort Out the Posers
While many might say I’m a skeptic, jaded, or just a bitter old goldbug, the reality is everything we’re seeing in the markets now has […]
Fed Chair Warsh Shocks the World
Sometimes one has to stand out from the crowd and predict the least likely case to become the most shocking outcome. The groupthink presented by […]
Gold’s Rebound is a Warning: Put Your Tray in the Upright Position
And pray there are some adults in the room somewhere The goldbugs have resurfaced to celebrate and why not? It does not appear that we […]
2008, If America is Lucky
Why does this grizzled, bitter, old historian pray for a 1973 outcome where a bear market that wiped out 45% of the market and created […]
FOMC Statement: Talk like Greenspan, Perform Like a Powell Pillow Fight
Weirdly enough, this author gets lumped into the nutty conspiracy theory group when talking about the Fed. First and foremost, I have no official history […]
7/29 Most Critical FOMC Meeting Ever Preview; Sort Of
As the world turns, these are the days of our lives. Tomorrow, the Federal Reserve’s FOMC will release their latest decision and dogs will sleep […]
More Inflation Warnings at the Pump
There isn’t much need for commentary as this chart via StockCharts.com says it all: For the record, early 2008 and 2022 did not end well […]
Hoovernomics and Tariffs Ride Again
I am squarely for a protective tariff. The proposals of our opponents would place our farmers and workers in competition with peasant and sweated labor […]
This Was a Peak Inflation Report, No Really, they Really Really Mean it This Time
Some nights one just has to sit down, pour a cold beverage, read the news and statistics and sigh. The headlines are hilarious in the […]
Beware the CPI Trap Door Tomorrow
In my nightly review of financial and social media trying to get some feeling for where the CPI print will come in tomorrow morning, I’ve […]
Now that Q2 2026 is Over, Prepare for the Crash
Twenty years. It’s been twenty years since I’ve read a BIS (Bank of International Settlements) report which actually has created some level of concern for […]