The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as
Tag: fed
RIP Mr. Volcker… Some Thoughts
Paul Volcker has passed away and that bears a few words, not to celebrate or criticize him, but to take a look at US central
Blow Off Top?
Clicking the headline yields you an [MSM] article highlighting blogger Charles Hugh Smith’s view about how this is a blow off, as the Fed QEs
The 2 Horsemen
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a
SPX Drive to 5… Headlines of a New Record at Point 5
Finding myself with a little time to look at the market today, it is almost comical how well this robot is following instructions. Since it
Geeked Out Chart Inspires Rambling Post…
I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008,
The Coming Great Inflation – Steve Saville
See Steve Saville’s The Coming Great Inflation You should read the whole article, as Steve has studied von Mises and Austrian theory and applies his
SPX: “Just Right!”… for now
The NFP report was considered just right by Goldilocks. Not too hot (that’s for sure), and not too cold. But is it cool enough to
Powell Cuts, Trump Throws a Twantrum [w/ edit]
[edit] I may misspoken in the post below. If my hazy memory serves I think I remember something about Powell not being a formally trained
Okay Speed Readers, Ready… Set… Knee Jerk!
Actually, the post title was written before the release. So I have no clue what comes next. Just assuming, as I get the post ready
Repo, Not Repo, Repo… but no, we are not in Wonderland [w/ edit]
[edit] Thanks again to Dylan, here is more that may make your head explode (don’t let it, you are going to need it on the
NFTRH; On Rates, Gold, Miners and Stocks
An email from a subscriber prompts this mini update here at T-minus 1 day to FOMC. In response to this morning’s rate cut probabilities post
Rate Cut Probabilities Have Dropped Significantly
While a majority of wise guys still expect the Fed to cut the Funds Rate tomorrow, the percentage has dropped significantly, from what I seem
Market Management 101: Balance
I cannot profess to tell others how to effectively manage their accounts because I am a lowly participant who is learning all the time. The