The Most Obvious Crisis Almost No One Saw Coming – Ep 769
* Stock market is in bad shape, but bond market is worse. * Silver rallies. * Any negative yield in bonds is a positive for gold. * Numbers on economy getting weaker as numbers on inflation get ...
19 Tammi 202240min
2022 Kicks off the Great Rotation – Ep 768
* Oil prices headed for record highs. * Massive rotation from growth stocks to value stocks in effect. * Investors rushing to dump Cathie Wood’s ARKK fund. * Grayscale Bitcoin Trust follows grow...
15 Tammi 202255min
Fed Unveils Field of Dreams Monetary Policy – Ep 767
* Official CPI is at its worst in 39 years. * Real CPI is at its worst in history. * Investors beginning to realize that the Fed is too little too late. * Elizabeth Warren wants the Fed to blame...
13 Tammi 20221h 18min
Less Loose Will Lower Markets, Not Inflation – Ep 766
* Stock market off to a bad start for first week of trading in 2022. * Fed minutes send bond markets tanking. * Investors spooked out of speculative bets and into commodities. * Inflation pressu...
8 Tammi 20221h 8min
The Year of Living Dangerously in Review – Ep 765
Peak speculation in 2021 lead to meme stocks, silly named crypto, NFTs, and all time record highs for: * Issuance of SPACS * Mergers & acquisitions * Corporate buy-backs * IPOs from money los...
5 Tammi 20221h
2021: A Year of Peak Speculation – Ep 764
* Everyone is talking about inflation. * Fed is re-rigging the CPI again to hide increasing inflation. * Strong economies create surpluses, not deficits. * US is importing more and exporting les...
31 Joulu 202158min
Peak Inflation Is Nowhere in Sight – Ep 763
* Santa Claus rally comes early. * Even Fed’s sugarcoated data shows inflation twice has high as their target. * Gold may be turning its $1800 ceiling into a floor. * Bitcoin pumps with risk ass...
24 Joulu 20211h 11min
The Era of Low Inflation Was Transitory – Ep 762
* Chinese imports have kept a lid on goods prices, but not services. * Dollar will decline when foreign investors no longer want US stocks. * We now have more inflation and less ability to deal wi...
18 Joulu 202158min
