Category: Geopolitics

Another Taper Caper in a Ravenous World – Part 3

FOMC is likely to punt a dovish fractional increase in the Fed funds rate at the March meeting due to high #inflation and save face.

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine – Part 2

I suspect we’ll see tactical nuclear weapons used as NATO membership provides lethal weapons, military advisors, and intelligence data.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.

The Surge of “Little Green Men,” and Metal is Poised to Strike – Part 4

Putin declared independence for Donetsk and Luhansk as Russian Military rolls into Donbas on a "peacekeeping" mission.

TraderStef on Operation Freedom – Live w/Dr. Dave Janda on WAAM 1600AM Talk Radio, Feb. 20, 2022

Freedom Convoys, looming insurance industry bust due to excess deaths and disabilities with mRNA inoculations, recent price action in gold and silver, and a global debt bubble.