China’s Version of the Trump-Xi Phone Call is Interesting

The following is the full government readout from China of the Trump-Xi phone call via Xinhua: Xi says dialogue, cooperation only correct choice for China, […]

06.06.25 NFP and Employment Predictions With a Touch of History

The hoopla surrounding the great Elon Musk v. Donald Trump social media conflict seems to be calming down this morning so let’s take a moment […]

Silver: It’s Happening

Finally. If silver breaks out above $35, as I’ve been saying forever, and closes with higher volumes above this level or preferably $36, then the […]

I Just Can’t, But We Will…2009 Flashbacks (Video)

If the following video is indicative of just 10% of the Gen-Z or Millennial generations, God help us as this makes 2009 look like a […]

The Tariff Ruling: A Nothingburger or Taco of Consequence?

The Court of International Trade, an Article III Constitutionally created by Congress to adjudicate trade disputes since the 18th century, dropped what at first appeared […]

The Richmond Fed Survey Screams Stagflation

I just wonder if they cleared that with old Jay before they released it. For the record, so my readers know that this author is […]

Bull Markets are Peaceful, History is Violent

In the 2014 movie “Fury” the statement from the character Wardaddy of “Ideals are peaceful, history is violent,” was truly not respected as a reflection […]

The Trade War Isn’t Over Until Trump Says It’s Over

The bloodbath on Wall Street continues this week as President Trump decided to wake up and choose violence against equity holders and bond bears heading […]

I Finally Understand the Use Function of Bitcoin

Or, how it took a dollar funding crisis in Japan for me to figure out crypto… For the life of me, I could never understand […]

TLT Reminds Us of the Good Times

This chart presented without comment but man oh man, those were fun days… Buckle up.

The Housing Repeat of 2007-2010: People Living in Storage Units and Their Cars (Videos)

There has been a long series of discussions about the problems with housing affordability which to the politicians and financial corporations is an issue for […]

The Bond Market Warned Us, Nobody Listened

In early April, shortly after “Liberation Day,” the US bond vigilantes interrupted their month long vacation of what is normally a dull month just long […]

Trump Continues the Inflation Propaganda Campaign

I must, once again, spell this out for my old readers and new ones, one more time: I really wanted President Trump to succeed. I […]

Trump to Announce a Hopefully Future Trade Deal With 12th Largest Trading Partner

They political and financial media hypesters are at it again in a desperate attempt to keep the stock market and more importantly the bond market […]

Another FOMC Nothingburger, or Is It?

The financial media is all perplexed to read today’s Federal Reserve Open Market Committee statement as their appears to be a whiff of stagflation in […]