The Debt Ponzi, Not Inflation, Is The True Threat | Michael Lebowitz
Inflation for January rose higher than expected. Is this a one-off blip? Or is it a sign that the remaining inflation in the system is "sticky", and going to prove harder for the Federal Reserve to...
18 Feb 20241h 38min
Odds Of Market Correction Rising As Retail 'Dumb Money' Piles In | Lance Roberts & Adam Taggart
The S&P 500 is now solidly above 5,000. Stocks have shrugged off "bad" data like higher inflation numbers & disappointing retail sales -- nothing at the moment seems able to dampen Wall Street's eupho...
17 Feb 20241h 29min
Demographic Time Bomb: US Population On Track To Start Shrinking By 2035 | Chris Hamilton
Narrative drives so much of the thinking today, especially when it comes to the markets. To prevent becoming unduly influenced by it, it's important to ground ourselves in data. We should ask first: ...
15 Feb 20241h 33min
Passive Capital Flows Are Starting To Reverse - This Will Change Everything | Michael Green
The officially-reported headline GDP, jobs and inflation numbers look pretty rosy right now. But how much of that is due to actual, healthy sustainable economic activity vs extraordinary government i...
13 Feb 20241h 18min
Grant Williams: The Economy Is At "A Dangerous Point" Where Reality Is Much Worse Than Headlines Suggest
According to the official data - be it economic growth, disinflation or jobs -- things could hardly be better. But if you talk to a regular person on the street, they're likely to tell you that times...
11 Feb 20241h 32min
Now That S&P 5,000 Has Been Hit, Is It Time To Lock In Gains? | Lance Roberts & Adam Taggart
The S&P finally hit a new all-time high of 5,000 this week. So does this milestone give the market the green light to rocket higher? Or is this the right time to lock in recent gains by starting to se...
10 Feb 20241h 58min
Markets Could Easily Drop 30% (Or More) This Year | Steen Jakobsen, Saxo Bank CIO
Markets seem pretty convinced that 2024 is experiencing, in the words of US Treasury secretary Janet Yellen, a soft landing. But what if everyone is wrong? And if they are wrong, which assets are ch...
8 Feb 202453min
The Fed Is Worried. Don't Be Fooled By Powell's False Confidence | Axel Merk
A few days ago, the Federal Reserve Open Market Committee released its latest policy decision, followed by a press conference by Fed Chair Jerome Powell. The Fed kept interest rates unchanged, and rei...
6 Feb 202457min
