The Great Rotation is underway. Gold closes the month with its highest monthly close since August 2020. Headline PCE has biggest rise in 13 years.
Gold close to breakout and dollar close to break down. Fed admits unpleasant inflation is a possibility. Major disappointment in home buyer data. Surplus of
It’s dawning on many investors that our post-Covid financial problems may not be as easily solved as Washington claims. The latest clue that trouble is
Rotation continues from momentum to value as Bitcoin investors turn to gold. China is the excuse, not the reason for the Bitcoin bubble bursting. This
Bitcoin proves it is not a safe haven asset. Investors begin rotation from Bitcoin to gold. Bitcoin is the white whale and Michael Saylor is
Dollar falls towards new lows. Inflation fears become more widespread. Wall Street beginning to realize there’s no political solution to inflation. Bitcoin following risk stocks lower,
Oil prices pump. Bitcoin prices dump. Gold prices shine. US leads world in over-valued momentum stocks. Tucker Carlson talks inflation. Windows look like nails to
CPI numbers shock expectations. Biggest monthly gain in CPI since 1981. Gasoline supply chain disrupted by ransomware hack. Price gouging alleviates shortages. Unemployed workers shouldn’t
Huge misses in jobs numbers. Biden’s Blue-Collar Blueprint to build back better will be another big bureaucratic blunder. Jobs report is more evidence the Fed’s
Inflation concerns increase along with commodity prices. Trade deficit will fuel inflationary spiral. Government reclassifying our rights as privileges so they can take them away.
