By Sunday morning last, the smoke rising from drone attacks on Aramco’s oil production facilities in Saudi Arabia could be seen from outer space. Rising energy costs from this singular event (which significantly reduced global oil production), when combined with... Read more »
Welcome back to What’s Happening Now, your weekly guide to what’s going on right now and why it matters to you – and your money. Today, we’re going to look at one of the main recession indicators we track, namely... Read more »
Welcome back to What's Happening Now, your weekly guide to what's going on right now and why it matters to you - and your money.
In this topsy-turvy world of Fed markets rather than stock markets, bad news (as in the economy is worsening) can often translate to good news to investors, because it means more Fed "support" - i.e. the "faking it" policies of a now openly rigged to fail market.
Coming off a week with no less than seven Fed officials, including Fed Chair Jerome Powell, opining on interest rates and the state of the economy, markets closed last week confused for good reason.
We're going to dive into why what the Fed says doesn't matter; rather, it's what it does and how the markets react to it...
There’s no way to beat around the bush with this: Pension funds across the country are massively underfunded, massively allocated to risky stocks, and massive in size. This trio of facts represents a ticking time bomb of demographic and market... Read more »
Italian yields have recently lost their minds and will directly impact the sanity of U.S. wallets if you’re not paying attention right now. Bonds are our thing. We’ve traded and tracked them for decades, as they are the true signposts... Read more »
Welcome back to What’s Happening Now, your weekly guide to what’s going on right now and why it matters to you – and your money. In our last column on compressed yields, we prefaced the long Labor Day Weekend with... Read more »
This will be a brief but extremely important Critical Signals Report. With the month nearly over and as we head into a holiday weekend, we wanted you to know that the U.S. 10-year Treasury Yield may be in for its... Read more »
Welcome back to What’s Happening Now, your weekly guide to what’s going on right now and why it matters to you – and your money. In last Tuesday’s issue, we discussed the 800-point drop in the Dow Jones Index and... Read more »
The global bond market is spiking, which means unprepared investors in stocks, credits, and even real estate are poised for a beating. The first symptoms of this credit crisis are appearing in Europe, from where I’ve just returned. As career... Read more »