PTJ… Always a great listen
Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which…
Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which…
Yellen says inflation and interest rates are "too low" Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest rates that would attend it.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…