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Commentaries

China and the Covid Lockdowns, Stupid or Devilishly Clever?

Just as Hong Kong has gone from being an independent republic to being folded into the CCP governance, China now has their eye on Taiwan, the single largest producer of critical electronic components..

Big US Stocks’ Q1’22 Fundamentals

QT is a serious threat to stock markets levitated for years by extreme Fed money printing via quantitative easing.  By mid-April that had mushroomed to an absurd $4,806.9b in just 25.5 months! 

Soft Now, Hard Later

I often say debt is future consumption pulled forward. Dave states it a little differently: debt depresses demand growth . It has been doing so for several decades now, and not just government debt. Everything...

Gold as Money Gaining Popularity, What's in Your Wallet?

Due to its unique properties, gold was one of the first metals discovered by mankind. The precious metal doesn’t rust or corrode, is malleable for artwork or jewelry, and conducts heat and electricity. 

Following the Fed’s Hike, Which Markets Have Legs

There were few places to hide during the 1970s besides precious metals.

April ISM and the Forward Economic View

Okay, tap the breaks on deflationary Armageddon just yet. But do realize that the Fed manufactured a product of its own; today’s inflation problem by producing too many paper..

The Fed Is Clueless, The Stock Market Will Crash Another 50% W/ Todd "Bubba" Horwitz

Rebecca Kerswell talks with Jim Lewis and Todd Horwitz about how the Federal Reserve has totally screwed up the US Economy. He talks about interest rates skyrocketing and the coming food shortage.

Gold Market to Look Past Fed Rate Hikes

The Fed feels the economy is still strong enough to absorb higher interest rates. With inflation running completely out of control, the Fed may even..

Analysts At Goldman Sachs Are At It Again

Finally, predictions and proclamations by Goldman Sachs regarding gold and the gold price are conflicted and faulty…

Fed Perception vs. Fed Reality

Wednesday brings the long-awaited conclusion of the May FOMC meeting. How will the statement read? More importantly, how will Chief Goon Powell respond in his "press conference"?

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