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Sanctions for Russia Mean Higher Inflation for America – Ep 780
Bad presidents, like Joe Biden, do not deserve to be honored on Presidents Day. George Washington was the greatest American in history. Joe Biden avoids
Recession Will Make the Inflation Problem Worse – Ep 779
Supply will decrease faster than demand. Fed will fight recession with more inflation. Democrats bribing voters with gas tax holiday. American investors watching their wealth
The Fed Is Running Out of Minutes – Ep 778
Economic data blows away expectations. Wages are a price and prices are going up because of inflation. Keynesians can’t even follow their own playbook. Real
Markets Miss Important Fed Admission – Ep 776
Momentum stocks rally. Gold inches higher under everyone’s radar. Investors distracted by Bitcoin’s bear market rally. Atlanta Fed President Bostic admits policy will be less
The Fed Will Lose an Inflation Fight – Ep 775
Surprise earnings send Nasdaq on a roller coaster. Companies are paying the price for not raising their prices. Bitcoin trading above $40k, perhaps for the
The Bigger the Bubble, the Smaller the Pin – Ep 773
January could end up being the worst month ever in the stock market. Worst is yet to come for Robinhood. Fed’s hawkish talk pushing the
No Pivot: Powell Put Expires – Ep 772
Jerome Powell surprises no one in FOMC meeting. Tesla is not Microsoft. Hedge fund sharks will smell blood on Cathie Wood. Bullish gold news ignored
The Most Obvious Crisis Almost No One Saw Coming – Ep 769
Stock market is in bad shape, but bond market is worse. Silver rallies. Any negative yield in bonds is a positive for gold. Numbers on economy getting weaker as numbers on inflation get stronger. Fed can’t fix an inflation induced recession with more inflationary policies. The crash I wrote about
2022 Kicks off the Great Rotation – Ep 768
Oil prices headed for record highs. Massive rotation from growth stocks to value stocks in effect. Investors rushing to dump Cathie Wood’s ARKK fund. Grayscale Bitcoin Trust follows growth stocks decline. Gold will follow oil’s breakout. Lael Brainard should be fired, not promoted. The Fed is saving some jobs… the
Fed Unveils Field of Dreams Monetary Policy – Ep 767
Official CPI is at its worst in 39 years. Real CPI is at its worst in history. Investors beginning to realize that the Fed is too little too late. Elizabeth Warren wants the Fed to blame inflation on price gouging. Democrats are laying the foundation for price controls. Paul Tudor
Less Loose Will Lower Markets, Not Inflation – Ep 766
Stock market off to a bad start for first week of trading in 2022. Fed minutes send bond markets tanking. Investors spooked out of speculative bets and into commodities. Inflation pressure building on producers and consumers. Workers fall further behind as prices increase faster than wages. Bitcoin chart looking ominous.
The Year of Living Dangerously in Review – Ep 765
Peak speculation in 2021 lead to meme stocks, silly named crypto, NFTs, and all time record highs for: Issuance of SPACS Mergers & acquisitions Corporate buy-backs IPOs from money losing companies IPOs from regular companies Home loans Trade deficit Government borrowing in a non-recession year Bitcoin price
2021: A Year of Peak Speculation – Ep 764
Everyone is talking about inflation. Fed is re-rigging the CPI again to hide increasing inflation. Strong economies create surpluses, not deficits. US is importing more and exporting less. Prices up on lumber and other commodities. Bitcoin stole gold’s thunder in 2021. 2021 was a great year for Bitcoin sellers, but
Peak Inflation Is Nowhere in Sight – Ep 763
Santa Claus rally comes early. Even Fed’s sugarcoated data shows inflation twice has high as their target. Gold may be turning its $1800 ceiling into a floor. Bitcoin pumps with risk assets. Record GBTC discount shows investors are losing interest in Bitcoin. Inflation will peak when people least expect it.
Episodes
Surprise earnings send Nasdaq on a roller coaster. Companies are paying the price for not raising their prices. Bitcoin trading above $40k, perhaps for the last time. $10/gallon gasoline on the horizon. Rising Euro will be problematic for the US economy. Jobs report reveals strength in inflation, not the labor market.
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