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 […]

Breaking Bad Enters the Trade War Conversation

There will be a cadre of bulls who insist that this author is insane. For the record, I am not a permanent bear as it […]

Credit Markets are Starting to Send Warning Signs

The masses are glued to the latest headlines from President Instability and the insanity that the markets have been through the last 48 hours. Headlines […]

Are the Markets Approaching a Penn Central Moment?

“It is evident that the country cannot continue to advance prices and wages, to curtail production, to expand credits, and to attempt to enrich itself […]

A Hawkish Nothingburger

To call Jay Powell’s statement today a “nothingburger” would be beyond accurate. Jay didn’t want to offend President Trump nor stir the markets because after […]

01.07.25 Markets: Mom and Dad are Home and are They Pissed

So the junior traders got their shot and were left very specific instructions: “Don’t play with the algos boys and girls and not moving our […]

A Quick Note About Gold

These pages just predicted that gold will finish 2025 strong, however, historically during post-election periods, there are some interesting tendencies which impact the gold market […]

JohnGaltFLA’s 2025 Drunken Predictions

Now that we’ve digested and expelled the hellish year of 2024, one has to ask just how much more fun can we have in 2025? […]

12/18 FOMC Results: The Great Stagflation of 2025 has Begun

The majority of financial media is in need of two paddles and a shock to their chests as the “bull market forever” and end of […]

12/18 FOMC Preview: A Hawkish 1980 Rate Cut

Here we go again boys and girls. It’s that time where our monetary overlords step down from the mountaintops and bequeath upon us their rulings […]

December Gold’s History Indicate Troubled Economic Times Ahead

The usual and newly minted crypto souls are back on the various financial media and websites preaching that once again the “shiny rock” is no […]

Inflation? What Inflation? Shut up Knaves!

In one of Mel Brooks most definitive works, a scene where he is playing King Louis the XVI and the “piss boy” summarizes pretty much […]

Exiting the Eye of the Storm

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 […]

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 […]