The Hardest Post To Write About The Market
“I contend that with everyone leaning so heavily one way, the surprise will not be how much money they make, but instead if things don’t…”
Continue readingKevin Muir
Fed Chairman Jerome Powell Used To Be A Lot Smarter?
No longer was he the bold-new-Chairman-willing-to-slow-down-the-financial-economy-to-stop-a-bubble. Suddenly he was the…
Continue readingGuess Who’s Buying Up Whatever Gold Is Available?
“…the trader-in-me still hates writing a bullish piece…But the gold decline refuses to materialize…”
Continue readingThe Strong Dollar “Milkshake Trade” Is Finished?
Nearly everyone was a dollar bear in early 2018, but now everyone is a dollar bull? Is the dollar about to strengthen? Or breakdown? Here’s some insight…
Continue readingTrying To Save the Economy With Lower Oil Prices
Everybody agrees lower oil prices are a boon to a consumer economy, but will we get the boon right away, or will it take time? Here’s some insight…
Continue readingAre The Millennials About To Get Slaughtered In The Stock Market?
Ah the Millennials. You gotta love ’em. They’re convinced they know better, but actually, they’re likely to get slaughtered in the markets. Here’s why…
Continue readingThe Most Dangerous Set-Up In The Markets
Thinking that a year-end stock market rally is a sure thing? Well, the trade war with China may very well spoil that line of thinking. Here’s why…
Continue readingWhen Will Chasing The Hot Stock No Longer Work?
Chasing momentum is no longer being rewarded like it used to be. Is this the start of a new trend away from momentum? Here’s some insight…
Continue readingWe’re Just A Few Ticks Away From The Tech Bubble Stupidity
We may not be at year 2000 levels of stupidity, but the data is clear – we’re nearly there. Here are the details…
Continue readingThings Have Changed: The Fed May Be Tight With Money But The Government Is Getting Pretty Easy
What has changed in America that has the US outperforming the rest of the world? Easy fiscal policy from the US government. Here are the details…
Continue readingIt’s Not That Gold Is Pegged To The Yuan It’s That The Chinese Have Changed How They Look At Gold
A peg implies both buying and selling to maintain the peg, but the Chinese aren’t selling, so what else could be taking place? Here’s some insight…
Continue readingA Mainstream Trader And Investor Comes Clean About The Merits Of Owning Gold
“In this world of bat-shit-crazy central bank policies, a smidgen of the asset that has maintained its status as a store of value for…”
Continue readingThe Fed Is Still Easy After All These Years (And Real Interest Rates Are Still Negative)
Sure, the Fed Funds Rate is 1.75% to 2.0%, but when taking inflation into account, the rate is actually negative. Here’s why it matters…
Continue readingThe Contrarian Case For A Bull Run In Stocks During The Trade War
We keep hearing the trade war is going to be a disaster for the stock market. Is there a contrarian case to be made for the opposite? Here’s one…
Continue readingThe Memories Of The 2015 Flash Crash Keep Racing To The Front Of My Brain
August can be a dangerous time for the stock market, and there are plenty of reasons to think this one could be especially dangerous, but…
Continue readingAnother Look At Investment Grade Bonds Vs High Yield (Junk) Bonds
Why are investment grade bonds performing so badly compared to junk bonds? Here’s nine reasons (or excuses) in no particular order…
Continue readingMark Your Calendars: There Could Be A BIG DROP In The Stock Market On Monday
There is a very specific event taking place on Monday that could translate into a big drop in the stock market. Here’s the details…
Continue readingInvestment Grade Bonds Vs Junk Bonds: Something Unusual Is Going On With Investment Grade Bonds
The past five months have been absolutely brutal for investors buying investment grade bonds. Here’s the details…
Continue readingThe Financial Economy Is Different From The Real Economy
“The financial economy is precariously perched on a peak of financial asset price perfection. I have little doubt the Federal Reserve’s tightening…”
Continue readingTrader: 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…
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