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Commentaries

Blowout Jobs Plunge Final Dagger into the Powell Pivot

The numbers may be fake, but they have plunged a dagger into the back of the Powell pivot fantasy.

Industrial Size Surplus

This series has forced me to rethink my portfolio. All of the various cycles suggesting a crisis must be considered along with Warren Buffett’s dictate that one should never bet against America. What to do?

The Sound of Big Things Breaking Bad

Apparently, the stock market these days loves nothing more than a huge bank bust. Stocks are just the chips the casino uses.

US Dollar is a ‘Tool’, Gold is ‘Value’, Both Are Safe Havens

The US dollar is only a safe haven tool as long as public confidence in debt paper remains. Gold is a safe ‘value’ haven, long-term.

Gold Intervention via Bank for International Settlements (BIS) Rose 21% in December

The BIS enters dollars for gold swaps on behalf of the U.S. Federal Reserve, perhaps to aid suppression of the gold price via the futures markets.

Fed Runs Open Mouth Operations: Rate Cuts Coming! But Not Yet

The Fed knows higher rates will cause the economy to collapse. It also knows that inflation hasn’t been beat. So, it faces a choice between two crises: inflation or collapse.

The Hidden Agenda of Davos

Casey on the Davos sociopathic push to gaslight people into accepting a social credit system of control, disguised as a carbon tracking system to help save the planet.

Powell Pummels Lunatic Market Mania

The Fed apparently did not see the troubles at New York Community Bancorp as significant enough to affect policy, but they are no longer talking about “banking system soundness.”

They Break It! We Buy It!

Maharrey says one cannot grasp the economic big picture without understanding how Federal Reserve monetary policy drives the boom-bust cycle.

Could the Commercial Real Estate Sector Kick Off the Next Financial Crisis?

Based on the NBER’s research, approximately 300 regional banks are at risk of collapse due to problems in the commercial real estate (CRE) sector.

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