Peak Inflation Is Wishful Thinking – Ep 799
* Inflation is double what the Fed admits. * March budget deficit is quadruple consensus expectations. * Bitcoin struggles. * The retired won’t be able to stay retired much longer. * Dollar ou...
13 Huhti 202240min
Something’s Gotta Give – Ep 798
* Bond bulls haven’t thrown in the towel yet. * Biden wants to expand Obamacare. * Bitcoin moves from diamond hands to paper hands. Get an extra 3 months. https://expressvpn.com/gold Thanks La...
10 Huhti 20221h 5min
It’s Much Later Than the Fed Thinks – Ep 797
* You can't have normal interest rates unless you have normal inflation. * Politicians are pandering to crypto enthusiasts. * Peter Thiel delivers pie in the sky speech at Miami Bitcoin Conference...
8 Huhti 20221h 5min
Fed Doves Pretending to Be Inflation Hawks Are Chickenhawks – Ep 796
* Bond market continues getting beaten up. * Lael Brainard spooks the markets with sudden hawk talk. * When you live in a glass White House, don’t throw stones. * Sanctions created a bottom and ...
6 Huhti 202243min
Q1 Ends as Market and Economic Pain Begins – Ep 795
* Fools bought the dip in March. * Don’t wait to sell in May and go away. * Cathie Wood turns down debate invitation. * Meme stocks pumped, peaked, and dumped. * Dollar’s tailwind in Q1 will b...
2 Huhti 202256min
German CPI Exposes ECB’s Low Inflation Lies – Ep 794
* Europe has a serious inflation problem. * The ECB says the cost of living isn’t rising fast enough. * Politicians and central bankers are using covid and Putin as scapegoats for inflation. * T...
31 Maalis 202244min
The Fed Will Be Turning Japanese, I Really Think So – Ep 793
* Japanese will pay higher taxes, officially or through inflation. * All bonds, not just treasuries, will fall in price. * Biden calls for new wealth tax. Thanks https://avast.com! Thanks Ladd...
28 Maalis 202255min
Stock Investors Bathing in Bond Blood Bath – Ep 792
* Bond market has worst quarter since 1980. * Recession will not take care of inflation. * Mortgage rates will double far sooner than income. * Gold stocks outperforming tech stocks is a sign of...
26 Maalis 20221h 3min
