Trader: The Fed Is NOT On The Side Of The Financial Markets
“Be careful in assuming the Fed is on financial markets’ side” Here’s why…
Continue readingKevin Muir
Something’s Wrong: There’s TOO MUCH Bullishness In This Stock Market Index Right Now
SD Exclusive: From crashing in early 2018 to super bullish now, but these fundamental and technical factors say be very, very careful here…
Continue readingBoots On The Ground Are Signaling The Next Economic Leg Up For Main Street
“For the past decade, Wall Street has gained at the expense of Main street. What if that’s about to change?” Here’s the implications…
Continue readingAre We Sleep Walking Into The Next Financial Crisis?
“The markets have been lulled into believing that Trump’s moves are just negotiating tactics that will be quickly reversed…” Here’s why it matters…
Continue readingIt’s Cool To Be A Bond Bear Again
“A couple of years ago you were labeled a pariah for even suggesting inflation might pick up. The few of us that argued…”
Continue readingThe Next Big Stock Market Drop Is Coming (On This Date In May)
The stock market is going to have a big drop in May. Here’s why it will drop, and the day it will drop…
Continue readingOne Of These (Gold) Things Is Not Like The Other
“most gold bulls are disappointed by the inability of gold to break out, I am heartened by the fact that even with the massive increase in real yields…”
Continue readingFed Chair Jerome “Steady” Powell Has A Plan And Wall Street Won’t Like It
“Powell seems much more ready to tell Wall Street that monetary policy is not beholden to the market’s every worry. This might be a dangerous…”
Continue reading‘Risk-Free’ Sovereign Bonds Provide No Safety Against The Next Crisis
“The surprise of this cycle will be that risk-free sovereign bonds provide no safety against the next crisis, but will instead themselves be…” Here’s why…
Continue readingThere’s Two Scenarios In The Coming Months: One Is Good For Gold And One Is GREAT FOR GOLD
“Gold will rally harder than Heather Locklear parties on a Saturday night…”
Continue readingTrader: The Nature Of The Markets Has Changed
“Volatility selling of the past few years has attracted too much capital that is ill-equipped to simply weathering the drawdowns.” Here’s why it matters…
Continue readingTrader: Be On The Lookout For A Surprise That Catches Everybody Off Guard
“If the Fed finally follows through with some actual quantitative tightening, market participants could be surprised with a reversal of recent trends…”
Continue readingMake No Mistake About It: Trump & Mnuchin Want A Lower Dollar
The questions are how far and how fast will the dollar decline? Thankfully, Kevin Muir is looking into those very questions…
Continue reading“The Monetary Fuel The Central Banks Pumped Into The System Has Finally Ignited”
“Like a bonfire that gets out of control, they have no way of extinguishing it…”
Continue readingThe Next Major Crisis Will Be Caused By Central Banks Losing Control Of The Bond Market
“we have the potential for a real steepening of the curve…”
Continue readingWe Got Ourselves A Full blown Mania
“Stop asking me what it was like to trade in the DotCom bubble, because you already know… It was just like today….”
Continue readingCut Through The Fedspeak And See What Yellen Really Said About The Economy
“Yellen chose to finally embrace the lower for longer mantra…”
Continue readingThe Final Act: Yellen Is Going To Surprise On The Hawkish Side
“The animal spirits have been roused, and it’s clear it’s the Federal Reserve’s job to tame them…”
Continue readingThis Bitcoin Rally Is Truly Historic And It Has Gold In The Year 1979 Written All Over It.
“I know the Bitcoin-believers “know” this time is different…”
Continue readingThis Could Be A Problem: The Markets Have Not Priced In The Tax Cuts
“Markets top when things look best. There can be no denying that it’s tough to imagine a better scenario for stocks than a massive corporate tax cut…”
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