More Stagflation, Rate Cut Odds Increase, and You Are The Life Guard PREVIEW If a serious market correction appears, I’d expect it to take most everything with it, except long-duration bonds. Is the “Blessed Bitcoin” coalmine canary tipping over? All this and more in Dave’s weekly round up! More Stagflation, Rate Cut Odds Increase, and You Are The Life Guard PREVIEW If a serious market correction appears, I’d expect it to take most everything with it, except long-duration bonds. Is the “Blessed Bitcoin” coalmine canary tipping over? All this and more in Dave’s weekly round up!
Dollar-Confetti, The Unity Party, Making America Healthy Again PREVIEW Japan is on the edge of blowing up. The neocons are sending American “contractors” to invade Kursk, clearly trying to provoke a Russian response. When there is uncertainty, Big Money flows to the “safe havens”, and it flees “risk assets.” All this and more in this week’s Market Update! Dollar-Confetti, The Unity Party, Making America Healthy Again PREVIEW Japan is on the edge of blowing up. The neocons are sending American “contractors” to invade Kursk, clearly trying to provoke a Russian response. When there is uncertainty, Big Money flows to the “safe havens”, and it flees “risk assets.” All this and more in this week’s Market Update!
Another New High for Gold, Equities Rebound, and a Cackles Replacement? PREVIEW What if there’s a fair amount of fraud in the recent economic numbers? What is gold’s new record closing high telling us? Will Harris be replaced at the upcoming convention? All these cross-currents and your weekly round-up of the news that caught my eye are ready – so grab a cup of coffee and dive in. Another New High for Gold, Equities Rebound, and a Cackles Replacement? PREVIEW What if there’s a fair amount of fraud in the recent economic numbers? What is gold’s new record closing high telling us? Will Harris be replaced at the upcoming convention? All these cross-currents and your weekly round-up of the news that caught my eye are ready – so grab a cup of coffee and dive in.
Dead Cat Bounces, Gold’s New Closing High, and Yen Problems are Not Over PREVIEW The fallout from the big Yen move isn’t over yet. I suspect Ray Dalio is right, and one or more “someones” have blown up, behind the scenes. Any time there are “black swan” type moves, some group of leveraged traders are guaranteed to blow up in some spectacular fashion, just due to math. Dead Cat Bounces, Gold’s New Closing High, and Yen Problems are Not Over PREVIEW The fallout from the big Yen move isn’t over yet. I suspect Ray Dalio is right, and one or more “someones” have blown up, behind the scenes. Any time there are “black swan” type moves, some group of leveraged traders are guaranteed to blow up in some spectacular fashion, just due to math.
US Treasury Rates Plunge, Good News in Disability, and They Need War PREVIEW I think this is just the start. As moves get more extreme, they will eventually break any institution that is crazy enough to be leveraged-short-risk and/or you’ve loaned a ton of money on a New York commercial building which now has a 60% vacancy rate and whose value has dropped by 97%. I predict that lots of institutions, used to trading in placid markets, will blow up during the upcoming period. US Treasury Rates Plunge, Good News in Disability, and They Need War PREVIEW I think this is just the start. As moves get more extreme, they will eventually break any institution that is crazy enough to be leveraged-short-risk and/or you’ve loaned a ton of money on a New York commercial building which now has a 60% vacancy rate and whose value has dropped by 97%. I predict that lots of institutions, used to trading in placid markets, will blow up during the upcoming period.
More Recession and We’re in the Garbage Time of History PREVIEW My sense is that we’re in an inflationary-recession right now. What’s the reaction of the “market” going to be? With VP Cackles set to be appointed Primary Winner by “our” Democracy, I suspect “they” will work hard to restrain the market effects – at least for now. “We are doing so great” (cackle cackle) “unburdened by what has come before.” More Recession and We’re in the Garbage Time of History PREVIEW My sense is that we’re in an inflationary-recession right now. What’s the reaction of the “market” going to be? With VP Cackles set to be appointed Primary Winner by “our” Democracy, I suspect “they” will work hard to restrain the market effects – at least for now. “We are doing so great” (cackle cackle) “unburdened by what has come before.”
Recession Hints and Biden’s Replacement PREVIEW The pace of change is increasing. It really feels as though anything is possible. The Secret Service whistleblowers (plural!) appeared to both OMG and the House committee just days after the event; the speed of the whistleblowing is yet another temporal marker for confidence collapse within the bureaucracy itself. Recession Hints and Biden’s Replacement PREVIEW The pace of change is increasing. It really feels as though anything is possible. The Secret Service whistleblowers (plural!) appeared to both OMG and the House committee just days after the event; the speed of the whistleblowing is yet another temporal marker for confidence collapse within the bureaucracy itself.
Rate Cuts Coming and the Trump ‘Replacement’ Fails PREVIEW How will the market react on Monday? Trump surviving = dollar positive? Or will “them” shooting at Trump be dollar negative? If the latter, I’d expect rates to scream higher (and equities to sell off) as Big Money panics out of US assets, due to expectations of “End of Empire.” Which it is. Rate Cuts Coming and the Trump ‘Replacement’ Fails PREVIEW How will the market react on Monday? Trump surviving = dollar positive? Or will “them” shooting at Trump be dollar negative? If the latter, I’d expect rates to scream higher (and equities to sell off) as Big Money panics out of US assets, due to expectations of “End of Empire.” Which it is.
It’s Disability Friday, Next Up Is Victory Disease, and It’s Just Time PREVIEW Why did they go so crazy? They have won too often, for way too long. Now they have Victory Disease. Meanwhile, their entire narrative is falling apart. Perhaps the “markets” will follow… It’s Disability Friday, Next Up Is Victory Disease, and It’s Just Time PREVIEW Why did they go so crazy? They have won too often, for way too long. Now they have Victory Disease. Meanwhile, their entire narrative is falling apart. Perhaps the “markets” will follow…
The Global Inflationary Depression Has Begun, Injector Hesitancy, and Cognitive Loading PREVIEW Crazy market moves on Fridays make me nervous. UK MP Andrew Bridgen’s description of the corruption he has seen explains the mandated Death Vaxes for children. Things are getting weird, quickly. The Global Inflationary Depression Has Begun, Injector Hesitancy, and Cognitive Loading PREVIEW Crazy market moves on Fridays make me nervous. UK MP Andrew Bridgen’s description of the corruption he has seen explains the mandated Death Vaxes for children. Things are getting weird, quickly.