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Image | Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs
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by davefairtex

The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs
 PREVIEW by davefairtex

The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.
Image | It’s Disability Friday And The Correction Has Begun
It’s Disability Friday And The Correction Has Begun
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by davefairtex

September is here, and I suspect the (long-awaited) correction is now underway. While disability in the workforce is falling, disability in the overall population is continuing to rise and it looks like the Great Replacement Conspiracy Theory is now Conspiracy Fact.
It’s Disability Friday And The Correction Has Begun
 PREVIEW by davefairtex

September is here, and I suspect the (long-awaited) correction is now underway. While disability in the workforce is falling, disability in the overall population is continuing to rise and it looks like the Great Replacement Conspiracy Theory is now Conspiracy Fact.
Image | Payrolls Is Now ‘Disability Friday’ and Gold and Silver Correct
Payrolls Is Now ‘Disability Friday’ and Gold and Silver Correct
 PREVIEW
by davefairtex

As the vaccine injuries mount in the payrolls disability data (what else could it be?) the bond and metals markets are starting to gyrate. Up, down, up, down. Meanwhile, somehow, the S&P 500 continues to power to new highs, completely drunk on easy money and oblivious to risk.
Payrolls Is Now ‘Disability Friday’ and Gold and Silver Correct
 PREVIEW by davefairtex

As the vaccine injuries mount in the payrolls disability data (what else could it be?) the bond and metals markets are starting to gyrate. Up, down, up, down. Meanwhile, somehow, the S&P 500 continues to power to new highs, completely drunk on easy money and oblivious to risk.
Image | The State of the Union, A New Gold High, & the Foreign Born Explosion
The State of the Union, A New Gold High, & the Foreign Born Explosion
 PREVIEW
by davefairtex

Welcome to everyone’s favorite weekly wrap-up! Is it about finance? politics? Health analysis? The answer is “yes.” Why did gold rally over the past few weeks? I think it was caused by money moving in advance – in this case, driven by Egypt’s pound devaluation that was announced on Wednesday. (more)
The State of the Union, A New Gold High, & the Foreign Born Explosion
 PREVIEW by davefairtex

Welcome to everyone’s favorite weekly wrap-up! Is it about finance? politics? Health analysis? The answer is “yes.” Why did gold rally over the past few weeks? I think it was caused by money moving in advance – in this case, driven by Egypt’s pound devaluation that was announced on Wednesday. (more)
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I’ve been doing a lot of thinking about the needs and sustainability of our family. We have six young children, our oldest just turned 12 and our youngest just turned 3 months old. I love the considerations that the article had above and thought I would add a few things that I have considered for our situation. My...
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