Risk Assets Crash Tests Fed’s Resolve – Ep 770
Fed’s talk pricked the mother of all bubbles. Netflix becomes a victim of its own success. Cathie Wood’s ARKK fund sees an entire bear market
Fed’s talk pricked the mother of all bubbles. Netflix becomes a victim of its own success. Cathie Wood’s ARKK fund sees an entire bear market
Stock market is in bad shape, but bond market is worse. Silver rallies. Any negative yield in bonds is a positive for gold. Numbers on
Oil prices headed for record highs. Massive rotation from growth stocks to value stocks in effect. Investors rushing to dump Cathie Wood’s ARKK fund. Grayscale
Official CPI is at its worst in 39 years. Real CPI is at its worst in history. Investors beginning to realize that the Fed is
Stock market off to a bad start for first week of trading in 2022. Fed minutes send bond markets tanking. Investors spooked out of speculative
Peak speculation in 2021 lead to meme stocks, silly named crypto, NFTs, and all time record highs for: Issuance of SPACS Mergers & acquisitions Corporate
Everyone is talking about inflation. Fed is re-rigging the CPI again to hide increasing inflation. Strong economies create surpluses, not deficits. US is importing more
Santa Claus rally comes early. Even Fed’s sugarcoated data shows inflation twice has high as their target. Gold may be turning its $1800 ceiling into
Chinese imports have kept a lid on goods prices, but not services. Dollar will decline when foreign investors no longer want US stocks. We now
Elizabeth Warren blames inflation on greedy business owners. Producers aren’t price gouging. They’re being gouged. Fed should stop QE now, not just taper it. Retail