Category: Monetary Policy

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.

Potential Insurance Industry Bust Over Excess Pandemic Deaths – Part 2

A mindblower for red-pill-hesitant plebes as former Blackrock portfolio manager & hedge fund maverick calls out the next big short.

Dow, Nasdaq, S&P, and Russell – End of 2021 Technical Analysis Part 2

Dow, Nasdaq, S&P, and Russell – End of 2021 Technical Analysis Part 2 -The world is twisted with big issues and replete with rabbit holes that will not be analyzed and distract from the charts $DJI $SPX $NDX $RUT.