These Signs are Ominous The global economy isn’t well, but the problem is that no one has been truly able to diagnose what the problem is. On one hand, the London airport is so busy that authorities have capped at 100K visitors a day (that’s insane), but...
Is a 1.00% Rate-Hike Coming Next? The dollar squeeze is getting absurd! This is 100% guaranteed to lead to a policy error. At this point, I am gearing up for a summer blowout moment, where the markets reject what the FED is doing… for most, this is considered a crisis...
No One is Ready… We’re going to create a full synopsis of the incredible CPI report that came out, but today is dedicated to explaining just how bullish we are on gold, even as many bulls are throwing in the towel and are frustrated with 2022’s gold...
Turn Off the Lights The financial markets are getting closer to reaching a tightening squeeze, which ALWAYS ends with a crushing blow. I want to explain why the dollar’s strength is the precursor to the ending of the FED’s fight with persistent inflation...
Pricing in a Recovery If Wall Street was right eight months ago to begin pricing in a growth scare at first and a full-blown recession later, I have to assume they might be on to something as they begin to price in the possibility that this recession is starting to be...
Pricing in a Long and Slow Recovery The markets are adjusting to the new paradigm shift. It’s not that innovation, technology, digitization, automation, A.I., and robotics are discarded and put to the side, but the willingness to fund ventures in these sectors...
Recession What I’m about to share with you is critical and might even cause you to fall of a bicycle. When Biden was last asked about a recession, he replied that the most qualified economists he listens to don’t think we’re in one, which tells me...
The Worst President in American History The recession has definitely arrived, and we think it will spread globally. When there was time to deal with it, before the fire spread throughout 2021, Biden’s administration froze and put all of their hopes on one thing…...
The Dollar’s Rally is Finished We have not ever seen a corporate exodus this size or scope in history. The sheer scale and vastness of the economic isolation is without precedence. Company after company simply got up, walked out, and left Russia after its...
The Dollar’s Rally is Finished If one’s bearish on the market at this point, they are part of the overwhelming majority. Only 18% of survey respondents to the AAII indicator are bullish. This is a lower reading than in the March 2020 madness when Wall...