This past week we received the inflation reports for the U.S. and they weren't pretty. CPI up 7%, the highest in 40 years, PPI up 9.7%....
Our forecast is not so much a forecast but laying out the rising risks for the markets. The Fed is taking away the punch bowl with...
To this point, Total non-financial debt has skyrocketed from $54.3 trillion, at the start of the pandemic, to $62 trillion as of the end of Q1...
July typically is the best month of the third quarter and it is not unusual to see significant highs occur in July and August. The markets...
We note the huge rise in money supply although not in our opening piece that looks at the Fed its pronouncements along with debt, debt/GDP and...
The next crisis should start sometime between the second half of '21 through the end of '22. The catalyst will be the same as it always...
At the peak of the credit crisis in the autumn of 2008, the total portfolio of US T-debt held by the FOMC was about $480 billion...
Gold is competition for fiat currencies and is, therefore, its price is thought to act in the inverse of the dollar. This is true, but the...
To cut, or not to cut, that is the question. Speculation continues that the Fed is going to cut rates as early as July.
Unemployment rate is at 50-year low and we might be thinking our economy is at its greatest. But we are to pay in the end, like...