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inflation

A Rational View Of S&P 3,500+

April 29, 5:00 pm EST We ended last week with a positive surprise for Q1 GDP.  Today, we had more…

Jobs Strong, Inflation Soft Is The Sweet Spot For The Fed

February 1, 5:00 pm EST We had a big rebound for global markets (and economic sentiment) in January.  Today we…

The last time commodities were this cheap they returned 50% annualized for the next four years

May 22, 5:00 pm EST Yesterday we talked the set up for a turn in the dollar (lower) and in…

Gold and Yields Telling Two Different Stories, Which One Is Right?

May 17, 5:00 pm EST We talked yesterday about the building pressure in emerging markets, driven by weakening currencies and…

Gold Missed The Memo On Inflation Fears

February 13, 7:00 pm EST On Friday, stocks bottomed into two big technical levels: 1) the two-year rising trendline that…

Look For Hot Inflation Data To Trigger A Stock Market Correction

January 29, 7:00 pm EST For the first time in a decade, the mood at the World Economic Forum in…

Why Fiscal Stimulus Will End The Low Inflation Era

October 31, 2017, 4:00pm EST Let’s take a look today at what fiscal stimulus might do to inflation. The central…

Economy Looks Like Early Stages Of An Economic Boom

  September 18, 2017, 4:30 pm EST              Invest Alongside Billionaires For $297/Qtr As I said on Friday, people continue to look for what could…

The Case For Gold Is Weak

  October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…

The Rational Case for $700 Gold

Gold has been a core trade for a lot of people throughout the crisis period. When Lehman failed in 2008,…