Good Politics Is Bad Economics – Ep 803
April 27, 2022
· Elon Musk buys Twitter. · NASDAQ has weakest day since September of 2020. · Indonesia bans palm oil exports. · Bad politics are good
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Results
Investors on High Wire Without Fed’s Net – Ep 802
April 23, 2022
· Jerome Powell triggers market selloff after IMF roundtable comments. · Higher inflation is lowering the minimum wage’s barrier of entry. · Bill Ackman loses
The Inflation Monster May Devastate Japan First – Ep 801
April 20, 2022
· Netflix loses subscribers. · Incomes are collapsing at an unprecedented rate. · We’re probably in a bear market that will last at least a
Risk of Market Crash Keeps Rising – Ep 800
April 16, 2022
· If the bond market doesn’t crash, the stock market will. · Weakness continues in tech and crypto. · Gold and silver mining stocks show
Peak Inflation Is Wishful Thinking – Ep 799
April 13, 2022
Inflation is double what the Fed admits. March budget deficit is quadruple consensus expectations. Bitcoin struggles. The retired won’t be able to stay retired much
Something’s Gotta Give – Ep 798
April 10, 2022
Bond bulls haven’t thrown in the towel yet. Biden wants to expand Obamacare. Bitcoin moves from diamond hands to paper hands.
It’s Much Later Than the Fed Thinks – Ep 797
April 8, 2022
You can’t have normal interest rates unless you have normal inflation. Politicians are pandering to crypto enthusiasts. Peter Thiel delivers pie in the sky speech
Fed Doves Pretending to Be Inflation Hawks Are Chickenhawks – Ep 796
April 5, 2022
Bond market continues getting beaten up. Lael Brainard spooks the markets with sudden hawk talk. When you live in a glass White House, don’t throw
The Fed Will Be Turning Japanese, I Really Think So – Ep 793
March 28, 2022
Japanese will pay higher taxes, officially or through inflation. All bonds, not just treasuries, will fall in price. Biden calls for new wealth tax.
Stock Investors Bathing in Bond Blood Bath – Ep 792
March 26, 2022
Bond market has worst quarter since 1980. Recession will not take care of inflation. Mortgage rates will double far sooner than income. Gold stocks outperforming
