Did fiscal stimulus just prick the bond bubble? – Ep 544
Markets, bitcoin, and the dollar had a Reversal Tuesday fueled by Trump’s promise of massive artificial fiscal stimulus. Trump trying to buy a second term, but with democrats holding stimulus hostage,...
11 Maalis 202042min
It’s not the oil, it’s the debt – Ep 543
Oil war that began today will bankrupt many US companies. 60% of stocks in Russell 2000 are lower now than when Donald “the stock market president” Trump took office. Financials continue to get clobb...
10 Maalis 202039min
Financial conditions are rapidly deteriorating – Ep 542
Week closes out with another big drop in the markets. Nasdaq and Russell 2000 hit new lows. Russell 2000 on-track to have lost value during Trump’s four years in office. Oil prices are plunging, whic...
7 Maalis 202033min
Multiple bubbles pricked by same pin – Ep 541
Another huge move down in the markets today. Heavy carnage in the banks as treasury yields plunge. Fed’s days of bubble blowing are over. Next dose of stimulus will be the overdose. Coronavirus may b...
6 Maalis 202033min
The Fed’s gonna need a bigger rate cut – Ep 540
* More bearish technical signs in the market. Fed issues an historic 50-basis-point, inter-meeting, emergency rate cut. Investors are realizing Fed can’t cure the coronavirus or the markets with their...
4 Maalis 202034min
Stimulus overdose to propel gold to new highs – Ep 539
Bear markets have notoriously big rallies as they fall down the slope of hope. Today’s record breaking 1200 point rally in the Dow may be an example of that. Markets betting on a 50 basis point rate c...
3 Maalis 202033min
When a market priced for perfection doesn’t get it – Ep 538
* Dow down 404% with a record 1200 point drop. * Coronavirus damage to the market cannot be undone * Major discounts in the gold mining stocks * Coronavirus task force is more like a plunge prot...
28 Helmi 202038min
Bitcoin pumpers forced to admit it’s not digital gold – Ep 537
US stock market pounded again for the 6th day in a row. Two back to back days with markets down 3%. The only time it’s ever happened three days in a row was during the great depression. Gold livin...
27 Helmi 202044min
