For those long time residents of Florida who have endured hurricanes and readers of these pages, the headline for this brief piece is perfectly logical […]
Tag: INFLATION
The Untested Equities
There is an ongoing theory that Wall Street and it’s financial media lapdogs promote every time a major bull market rolls around: “It’s different this […]
It’s Never a Crisis Until Yesterday
Today the bond market resumed its violent move with higher yields which shocked the world after President Donald Trump’s resounding victory. So why is this […]
The Election is Over, so What’s Next?
The resounding victory of President Donald Trump over Vice-President Kamala Harris has opened up the biggest economic question of the modern era: Now what? The […]
Treasuries Bust a MOVE
In the midst of the false equity market euphoria around 10:30 a.m. Eastern time on Friday, the realization that the smart money, aka, the bond […]
Inflation is Under Control, Unless You Eat, Drink, Need a Doctor, or Drive a Car
The unfortunate part of enjoying a self-enforced news blackout during a hurricane is that one misses the big picture economic news events which keeps us […]
Warning: Stocks are NOT Good Indicators of When a Recession is Coming
This morning while catching up on my podcasts and economic news I listened to one of my favorite stock commentators make a comment which made […]
It’s All Falling Apart: Martinique Edition
The usually peaceful French Caribbean colony of Martinique has erupted into flames over the past several weeks. Before a review of the news and video […]
Gold Does Not Move Higher Now Without Cause
The message that inflation has not been defeated and the world is in for more instability could not be any clearer than the signal that […]
Deflationerrory Thinking
By John Galt January 1, 2008 Sigh. There is a philosophical battle among the bears and doomers and it’s really quite frustrating as both parties […]
What the Fed Really Said Today
I could easily sum up the press conference and statement with a music video: Unfortunately for those who think the Federal Reserve actually has a […]
A Week of Market Instability Begins Tomorrow
There are periods where one can recall certain periods in market history and understand why events overwhelmed the economic group think. This past Thursday one […]
Today’s CPI Report Was Soviet Level Propaganda
I’ll bet Joseph Stalin was blushing in hell reading this gigantic steaming pile of nonsense. What is your esteemed author talking about? I just arrived […]
Dr. Copper Screams Banana
The history of American economics is replete with grand stories of gratuitous bad calls and then those economists who made great calls but were silenced […]
The Irrational Exuberance of Powell’s Kamalan Statement
The problem with the Federal Reserve is that sometimes the Chairman of the Fed can speak the truth without realizing what that individual said. For […]