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A Closer Look at Gold, Silver, and Bitcoin

Let’s review what these markets have been doing where they are going

My Perspective on the Markets Following the Election

Let’s focus on ways to make some money through some clever investment strategies

Revisiting My Recent Market Forecasts

Let's go through an update of some of my recent forecasts and how my views have changed

Irrational Market Behavior and Overblown Reactions

The impact of the yield differentials, or the trade deficits, or any other dominant theme, tends to lead to dramatically overblown market reactions.

Irregular Patterns and Price Action in the Markets

One could have reasonably expected stocks to fall with interest rates screaming higher, but this has not happened. Why? What is driving this behavior?

A Closer Look at the Fed's 'Soft Landing'

As we move into the final countdown to the US elections, I wanted to address the heavily touted concept of our economy having a so-called soft landing.

Markets at a Crossroads: Inflation, Employment Data, and Geopolitical Risks

The Fed’s battle with inflation is far from over, and yielding to political pressure will come back to bite them

What Are the Markets Telling Us Right Now?

The market’s reaction to the Fed’s giant rate cut has been strange.

How Will the Markets Respond to the Fed's 50 Basis Point Cut?

The market’s reaction was fascinating. Bonds told a very different story to stocks and the dollar

The Myth of the U.S. Economic Soft Landing

Don’t accept the nonsense about our rosy economy due to the soft landing the Fed has engineered

Where Are the Markets Heading Long-Term?

We are dangerously close to a tipping point. We don’t need a specific catalyst, just the straw that breaks the camel's back.

How Rate Cuts Could Push Markets to Historic Extremes

The stock market is valued at roughly 200% of GDP, close to its most overvalued level ever.  Clearly, financial conditions are not restrictive right now

The Ugly Truth About the US Economy

Masking broad economic inefficiencies by covering up gross imbalances and weaknesses in any system is a fool’s errand.

Why the USD/JPY Correction Was Inevitable

Warning my readers to prepare for this move higher didn’t require particularly astute forecasting. It was based on a combination of technical analysis and common sense