Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
1. Retails sales explode alongside Inflation. Philly Fed new orders hit a 20 year high. Quad 2 reflation confirming in Q4 2021. Total retail sales jumped by 1.7% in
1. The downtrend in dollar purchasing power is accelerating rapidly, and faster than you may realize. The CPI actually understates the downtrend due to “hedonic” adjustments made to the
https://wolfstreet.com/2021/11/05/average-new-vehicle-price-spikes-19-in-10-months-to-44000-in-october-unit-sales-tick-up-still-down-34-from-march-amid-inventory-shortage/ The charts above show the extremes of higher prices and lower sales that are being experienced in the US car market. Growth and inflation are likely to accelerate in
https://realinvestmentadvice.com/what-is-the-federal-reserve-hiding-from-us 1. “The most inappropriate monetary policy that I’ve seen maybe in my lifetime.”- Paul Tudor Jones on the Federal Reserve via CNBC. Last week’s chart showed the all time
https://twitter.com/TaviCosta/status/1451905747235840004 1. The 5 year inflation break even hits 3%! Far above the 2% Federal Reserve objective. The markets are challenging the Fed’s commitment to its inflation target. So why
1. Persistently declining long term growth and an exploding debt burden has set Treasury yields on an ever lower crash point yield level. The chart above shows persistently lower highs
1. Current Inflation Spike Already Rivals Stagflationary 1973 and 1980. “The US Consumer Price Index has risen from 0.3% annualized to 5.3% over just the last 15 months. The last
Q2 2021 Review. From Extreme Distortion To Unstable Dysfunction. One way to look at whether QE has distorted asset prices is to create a ratio chart. The chart below shows
“Helicopter Parents generate a perfection of moral hazard, defined as there is no incentive to hedge risk because one is protected from its consequences. Moral hazard perversely increases the incentives
Fiat Money Explosion. Levitation and Instability. https://www.goldmoney.com/research/goldmoney-insights/the-next-dollar-problem-has-just-arrived The US money supply explosion in 2020 was far beyond anything we have experienced before, and yet it was also just
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