Well, we came within three basis points of a second “Fed Red Day” yesterday, September 18, when the Fed lowered interest rates and no one saluted (markets fell rather sharply, then recovered). If you are new to Critical Signals Report,... Read more »
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.
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...
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 »
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 »
For months, readers have been inundating us with questions about precious metals. We’ve addressed these questions on many occasions and have touched upon this topic directly in separate reports. In short, gold matters. Candidly, with the nearly endless stream of... 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 Monday’s issue, we discussed turning points and tipping points, differentiating one from the... Read more »
Now here’s something you may not have expected me to talk about today: The Association of American Railroads (AAR). The AAR recently released its July data, and there’s a lot behind these reports, which just showed a 4.4% decline in... Read more »