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Commentaries

Higher for Longer

Powell and now the rest of the FOMC seem to be on board with the #1 job being crushing inflation. That means higher for longer.

Gold Defies Hawkish Fed

That strong performance reflects gold-futures speculators’ weakening resolve to keep shorting. With their long-side selling exhausted, they...

When This Happens, New Secular Gold Bull Begins

Pay attention because we could see some incredible values emerge over the weeks ahead.

I laid out a path of stepping stones for the Fed and stocks all year, and they couldn’t resist it every step of the way!

Now we stand where the Fed’s plan to battle down inflation by curbing job growth to get in line with available labor means a lot of job destruction..

Same Song, Third Verse

What will the year ahead hold for precious metals investors? Well, it's often said that history doesn't repeat but it rhymes and that will be the case in 2023.

Powell’s Peril Lies in Lanquishing Labor Market

While there were no surprises, one of the dominant themes was the blind spot I pointed out a few months ago that I said the Fed would get hung up on, causing it to over-tighten as it moves forward.

The Mother of all Economic Crises

Globally, total private- and public-sector debt as a share of GDP rose from 200% in 1999 to 350% in 2021. The ratio is now 420% across advanced economies, and 330% in China.

Is Your Bank Safe? A Look At Wells Fargo

WFC has more red flags, which we did not discuss in detail due to the limitations of the article, such as its various litigation issues, the bank's off-balance sheet items, and...

CPI Didn’t Give the Stock Market What it Believed it Wanted

Stocks were expected to soar if CPI came in below expectations, and, in fact, it came in below all expectations polled. So, the initial takeoff was not a surprise, but how the market took an engineless glide path down..

The Mother of all Economic Crises

Now Roubini is warning that the staggering amounts of debt held by individuals, businesses, and the government will soon lead to the “mother of all economic crises.”

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