The Fed’s balance sheet is now over $7 trillion dollars. That’s an increase of roughly 87% since QT ended in late August 2019. The Fed’s official…
Continue readingThis has serious implications for the dollar…
Continue readingThe Fed’s balance sheet is starting to “Weimar”…
Continue readingThe best gold stocks seem to be rallying strongly, and the dips are being bought. This is a classic sign of a bull market. More mainstream professional money…
Continue readingThe latest FOMC meeting did not bring anything unexpected. Powell did not light up the fireworks. However, we still learned a few important things…
Continue readingWelcome to our new dystopia where they’re fast and furious with the changing of the rules…
Continue readingThe specter of a global debt crisis suggests the urgency for new liquidity sources, and the logic leads quickly to one currency for the planet…
Continue readingMake no mistake, the financial system is collapsing under one giant margin call being issued to banks and hedge funds…
Continue readingWhen the stampede tumbles off the cliff, buyers vanish and markets go bidless…
Continue readingThe official balance sheet has not budged in over a month, and now the daily repo website is down for “site maintenance”…for over 24 hours?
Continue readingThe media is blaming the sell-off on coronavirus, but the far more likely candidate is that stocks were extremely overbought…
Continue readingHere is a brief sample of what Fed Chair Powell would confess under chemical influence…
Continue readingThe additional cash injections from the Fed are fundamentally positive for the gold market. Here’s why…
Continue readingBut I thought that everything was awesome?
Continue readingThis little monster that feeds beneath the surface of global banking at its core briefly raised one ugly eye out of the water as 2018 turned into 2019…
Continue readingToo much medicine can be poison, and euphoria comes right before the end…
Continue readingThis is a good time to lighten up on equity exposure and reallocate to bonds, cash and gold. Here’s why…
Continue readingThe Fed apparently has concluded the market requires additional liquidity and has acted accordingly…
Continue readingIn addition, the sentiment indicator for the VIX is nearly at a record low at a 10, saying investors show little fear…
Continue readingThe Fed’s level of panic is noteworthy, as is the absurd transparency of its laughable attempt to conceal its panic…
Continue reading