Russia Put in Gold
While Gold continues to hit the snooze button, trapped in a range from 1900-1967, I thought I would talk about something that should have gotten a lot more attention than it has: Russia announced that … Read more
Economy
Market Talk – April 8, 2022
ASIA: China’s five major state-owned banks have adopted a slew of measures to ease the residential mortgage burden for individual borrowers affected by the COVID-19 epidemic. These steps include postponing mortgage repayments, extending repayment periods, … Read more
You Can Print Money, But Not Oil To Heat Or Wheat To Eat
There’s a new Zoltan Pozsar of Credit Suisse report out… and he starts off by saying: …you can print money, but not oil to heat or wheat to eat. I’m so glad because this rather … Read more
The Rental Market is Red Hot
Rentals are soaring across the US to unsustainable levels. Gone are the days when people stuck to the tradition of spending less than one week of income on housing. According to a Rent.com report, the national … Read more
Market Talk – April 7, 2022
ASIA: Core consumer prices in Japan’s capital rose at the fastest pace in more than two years in March, propelled by energy costs that have hit a four-decade high following Russia’s invasion of Ukraine. The … Read more
The Most Powerful Force in the Markets Is Telling You What’s Coming…
Again, the Fed managed to force stocks to new all-time highs during an economic shutdown. You can focus on value investing, momentum investing, day-trading… but whatever you do, DO NOT fight the Fed. And right now … Read more
Market Talk – April 6, 2022
ASIA: Japan cannot avoid crafting a supplementary budget for fiscal 2022 as part of measures to mitigate the impact of rising prices on the economy, former Prime Minister Yoshihide Suga said Sunday. His successor, Fumio … Read more
Market Talk – April 5, 2022
ASIA: Chinese Vice Premier Hu Chunhua called on Saturday for greater efforts to stabilize foreign trade amid a complex external environment, the official Xinhua news agency reported. Commerce Minister Wang Wentao said in March that … Read more
(Inverted) Yield Curves for Fed Employees, Reprise
Yield Curves for Dummies, Reprise Last week The United States Federal Reserve released a document about inverted yield curves and recession correlation. Our question: Why does yield curve inversion imply a potential recession? We hope the following … Read more
Why gold and platinum are a window into the stock market’s future and what investors can expect
This market-timing model post boasts an impressive track record The stock market’s prospects for the next 12 months are only modestly positive. That’s the conclusion of a market-timing model based on the ratio of gold’s … Read more