Finally, something besides Fed ramblings and Ukraine news to drive the market. And then, of course, the week following is the Big Kahuna.
It increasingly appears the world has reached a critical historic juncture – the transition away from an unparalleled market, financial and economic up-cycle.
My apologies! I sent this out earlier this week with a link to the previous weekly report. Now corrected. Happy Easter and Happy Passover! A…
When the system can’t borrow more and distribute the insolvency, it implodes
Want to see a real bear market? I present to you: United States Treasury Bonds (AKA faith in the future of this once-great country): That major trendline break in recent weeks is a stunner.
The red line is the March level of CPI adjusted retail sales aka Real Retail Sales. Speaks for itself for the damage done by inflation.…
The pullback in bond yields has reached criticality. I think they’re going lower in the short run. Once again, it’s a GTFO gift. Understand why…
It’s that time of year market fans. Spring flowers are blooming, the eggs are rolling, and the matzah is cracking. Pass the chicken fat. We will now sell a brate the resurrection. Of the stock market.
The liquidity will be flowing into the markets…
This is an update to yesterday’s inflation news to include today’s news on my favorite inflation measure on the chart. That’s the PPI, Final Demand,…
I can’t wait to see the down. Indeed, yesterday’s double bottom looks like the 5 day cycle low I was expecting. But the up phase has been punk so far.
When up phases stay flat, the down phases that follow usually have one of two common paths. T…