A New Gold High, and Junk Bonds Are My Coal Mine Canaries (Somebody Call the Vet!) PREVIEW What will Ed Dowd’s upcoming deflationary event do to the prices of everything? Do we really think silver will continue moving higher if everything else drops in price? My position hasn’t changed – I’m 50% in cash. I’m looking to buy the sale, so I’m definitely talking my position – this is not financial advice. … A New Gold High, and Junk Bonds Are My Coal Mine Canaries (Somebody Call the Vet!) PREVIEW What will Ed Dowd’s upcoming deflationary event do to the prices of everything? Do we really think silver will continue moving higher if everything else drops in price? My position hasn’t changed – I’m 50% in cash. I’m looking to buy the sale, so I’m definitely talking my position – this is not financial advice. …
Gold Makes a New High, Failure-to-Deliver, and the Doom Loop PREVIEW I believe there’s a linkage between the “doom-loop” and the failure to deliver of gold at LBMA and the large deliveries at the COMEX. We may be nearing an event. At this moment, it feels like an LBMA bank run – executed by Oligarchs. Prepare accordingly. Gold Makes a New High, Failure-to-Deliver, and the Doom Loop PREVIEW I believe there’s a linkage between the “doom-loop” and the failure to deliver of gold at LBMA and the large deliveries at the COMEX. We may be nearing an event. At this moment, it feels like an LBMA bank run – executed by Oligarchs. Prepare accordingly.
The Dollar Declines, Tariffs In View, and No Free Lunches PREVIEW Ed sees a Fed rate cut coming as a result, and a market correction too – at least in the risk assets. And heck – maybe the BLS will actually report the truth for a change, just to make Orange Hitler look bad, which will add fuel to the fire. Of course, I thought they’d… The Dollar Declines, Tariffs In View, and No Free Lunches PREVIEW Ed sees a Fed rate cut coming as a result, and a market correction too – at least in the risk assets. And heck – maybe the BLS will actually report the truth for a change, just to make Orange Hitler look bad, which will add fuel to the fire. Of course, I thought they’d…
CPI Triggers Bond Rally, Disclosure Season is Here PREVIEW Bond markets rallied unexpectedly following the CPI release, while disclosure season heats up with pivotal insights into inflation, banking trends, and shifting global confidence in the dollar and gold. CPI Triggers Bond Rally, Disclosure Season is Here PREVIEW Bond markets rallied unexpectedly following the CPI release, while disclosure season heats up with pivotal insights into inflation, banking trends, and shifting global confidence in the dollar and gold.
Gold in Euros at an All-Time High, It Was Payrolls Friday, and Here’s What’s Next PREVIEW The new all-time high for gold in euros (and in many other currencies too), while silver lags badly, and the miners lag even more, suggests this isn’t about “inflation” (which of course still exists) – it is something else. Gold and the buck rallying together is unusual – it feels like a flight to safety. … Gold in Euros at an All-Time High, It Was Payrolls Friday, and Here’s What’s Next PREVIEW The new all-time high for gold in euros (and in many other currencies too), while silver lags badly, and the miners lag even more, suggests this isn’t about “inflation” (which of course still exists) – it is something else. Gold and the buck rallying together is unusual – it feels like a flight to safety. …
In the Fog of War, Uncertainties Abound PREVIEW Dave covers topics including Trump’s legal issues, Federal Reserve activities, currency and metals trends, energy market movements, China’s economic challenges, and various “”conspiracy theories.”” In the Fog of War, Uncertainties Abound PREVIEW Dave covers topics including Trump’s legal issues, Federal Reserve activities, currency and metals trends, energy market movements, China’s economic challenges, and various “”conspiracy theories.””
Dave’s End-of-Year Perspectives PREVIEW Near term: recession. Next Month: Drama! Right now: It’s the end of 2024, so I figured I should provide some market context for the last 4 years of the Zients et al (Senile-Joe-Figurehead) administration. Dave’s End-of-Year Perspectives PREVIEW Near term: recession. Next Month: Drama! Right now: It’s the end of 2024, so I figured I should provide some market context for the last 4 years of the Zients et al (Senile-Joe-Figurehead) administration.
Fed Cuts but Rates Rise, and Junk Debt Swoons (Oh, and VAIDS) PREVIEW The economy showed mixed signals with retail and auto sales rising, while industrial production declined. Financial markets experienced volatility, while metals and energy sectors faced downturns. Fed Cuts but Rates Rise, and Junk Debt Swoons (Oh, and VAIDS) PREVIEW The economy showed mixed signals with retail and auto sales rising, while industrial production declined. Financial markets experienced volatility, while metals and energy sectors faced downturns.
Inflation – Not Dead Yet, and Continuity of Government PREVIEW Sickcare stocks are falling like RFK Jr’s confirmation is a lock, and he’s going to have the political capital to expose their many rackets. Despite inflation moving higher the Fed will most likely cut rates again next week. Because, reasons. Inflation – Not Dead Yet, and Continuity of Government PREVIEW Sickcare stocks are falling like RFK Jr’s confirmation is a lock, and he’s going to have the political capital to expose their many rackets. Despite inflation moving higher the Fed will most likely cut rates again next week. Because, reasons.
Disability Breakout(!), Recession Indicators, and the 3-D’s: Disability, Death, Deportation PREVIEW Seismic changes are happening in the labor force, with spiking disability telling a sickening tale. Couple that to the “Fruit Loops effect” where Americans are opting out of the poison-as-food model could lead to a huge decline in sickcare company profits. Disability Breakout(!), Recession Indicators, and the 3-D’s: Disability, Death, Deportation PREVIEW Seismic changes are happening in the labor force, with spiking disability telling a sickening tale. Couple that to the “Fruit Loops effect” where Americans are opting out of the poison-as-food model could lead to a huge decline in sickcare company profits.
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