The Fed Is Easing Into a Fire — And the Bond Market Knows It
It’s Trumpian Groundhog Day! (h/t Bill King) The geopolitical world has entered a maddening news cycle. The basic formula is as follows: Trump proclaims that
It’s Trumpian Groundhog Day! (h/t Bill King) The geopolitical world has entered a maddening news cycle. The basic formula is as follows: Trump proclaims that
The stock market sold off hard on Friday. The pullback wasn’t unexpected and should not have been surprising. As we have been outlining to our
Yesterday I emphasized how Wall Street is sleeping on the potential for gold mining juniors. By quick way of review: The entire world is currently
Financial institutions are currently “sleeping” on the potential for mid- and small-cap precious metals miners. But they won’t be for much longer. The investment world
Something odd is happening in the precious metals miners space. And it’s presenting investors with an extraordinary opportunity. To understand what I mean we first
The Fed wanted you to believe inflation was beaten. It wasn’t. The annual inflation rate as measured by the Consumer Price Index (CPI) hit 3.8%
Let’s be clear about the AI Revolution. You no doubt are seeing numerous people calling this a “bubble” that is about to burst at any
The financial system is screaming that another round of inflation is coming. To be clear, the U.S. was risking another round of inflation before the War in
As I keep emphasizing, the real money from the AI trade won’t come from picking who emerges as the AI-leader (Meta, Microsoft, Amazon, etc.). Instead,
We are entering the gold age of precious metals mining. Mining is an inherently risky business involving multi-year permitting processes, expensive exploration, political risk, and
Last week I noted that the bond market was SCREAMING inflation was coming. By quick way of review: The yield on the 2-Year U.S. Treasury
The global bond market is SCREAMING that inflation is coming back… but the rest of the financial system is ignoring this warning. By quick way
The largest returns from investing coming from one of two things: 1) Compounding (meaning holding for prolonged periods, e.g. years if not decades). 2) Catching
The AI story has changed dramatically, and Wall Street has yet to catch on. That’s great news for individual investors, because the “big money” is
Are you prepared for another round of inflation? Because the financial system is signaling that it’s coming. The $USD continues to trade near its four-year
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