Biden’s alternate universe
As Biden Speaks, remember the economy is run by the Fed and it is run by inflation Of course, a career politician will be adept at framing the narrative just…
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May 28, 2021
“Thinking about thinking about tapering”
Reformed Broker on a coming (someday) taper: Of course they're going to talk about tapering So, they’re ready to start thinking about thinking about tapering. It’s good that they’re acknowledging…
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May 21, 2021
A friendly reminder that government is bullshitting you on inflation
A reminder that the government is bullshitting you when they say that the recovering economy is driving inflation. But you knew that already. It's just that this is so blatant…
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May 20, 2021
Man Stares at Chart (and graphs), Sees the Truth
This chart indicates 'reflation (still) on' So you see, sometimes a man stares at a chart and that same man sees what cannot be argued. * Man sees the following…
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May 12, 2021
Druckenmiller Speaks
Druckenmiller on the Fed's excesses & USD A lot of these media stars are clowns. You know I think that because you see me make fun of them and use…
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May 11, 2021
Uncle Buck is Not Happy With You, Jerome
US Dollar drops on FOMC nothingburger With due consideration that the days immediately following FOMC's latest do-nothing meeting often swing to volatility, as if they actually did something, we note…
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April 28, 2021
FOMC 3,2,1: Speed Readers Take Your Marks…
FOMC is out. Here's the release from the latest meeting of the eggheads, hot off the press... The Federal Reserve is committed to using its full range of tools to…
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April 28, 2021
Fed’s Williams: “We know how to deal with inflation”
New York Fed's Williams on dealing with inflation... New York Fed's Williams: Fed has tools to deal with high inflation Mr. Williams informs us that the Fed has tools to…
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April 15, 2021
Copper/Gold Ratio to Follow Fed’s Course?
The headline industrial metal, Copper, in relation to the precious metal, Gold, has been rising for a year now. You, I and Captain Obvious know this. The herds are now…
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April 7, 2021
Herd, Not Herd
The reflated raft of assets floats one way, gold the other It's simple. Everything is herding in the northerly direction at the behest of the Fed's anti-USD monetary policy as…
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February 24, 2021
![Read more about the article Worthwhile Interview [w/ edit]](/wp-content/uploads/2021/02/oliver-3.png)
Worthwhile Interview [w/ edit]
Kitco interview with Dan Oliver [edit] He also makes note of the tanking velocity of money and dismisses it as the product of inputs that have no real relevance (or…
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February 4, 2021
The Market is Playing In Tune
Indicators and policymakers are on the same page The market is in tune if you can tune out the crazy goings on in AMC, GME, etc. I don't know why,…
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January 27, 2021
My Friends [w/ edit]
[edit] With his permission I include a picture of one of my buddies texted to the group, obviously not overly pleased with a certain restriction. I've criticized Trump for years.…
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January 12, 2021
Central Banks Don’t Understand “the Way the World Works”
Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I'd written. Deflation: A Manufacturer's View I was not the market nerd…
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October 22, 2020