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 readingA 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 reading“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 readingSure, 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 readingWe 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 readingAugust 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 readingWhy are investment grade bonds performing so badly compared to junk bonds? Here’s nine reasons (or excuses) in no particular order…
Continue readingThere 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 readingThe past five months have been absolutely brutal for investors buying investment grade bonds. Here’s the details…
Continue reading“The financial economy is precariously perched on a peak of financial asset price perfection. I have little doubt the Federal Reserve’s tightening…”
Continue reading“Be careful in assuming the Fed is on financial markets’ side” Here’s why…
Continue readingSD Exclusive: From crashing in early 2018 to super bullish now, but these fundamental and technical factors say be very, very careful here…
Continue reading“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 reading“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 reading“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 stock market is going to have a big drop in May. Here’s why it will drop, and the day it will drop…
Continue reading“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 reading“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“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 reading“Gold will rally harder than Heather Locklear parties on a Saturday night…”
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