Federal Reserve

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The Dreaded “Tapering”

It seems that every year a new word or term or acronym becomes a prominent part of the financial world’s lexicon.

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QE ‘Taper’ to T Bond ‘Carry Trade’ – More Thoughts

The following is the opening segment to this week’s premium letter, NFTRH 242.  The balance of #242 went on to discuss the technical status of US and global stock markets, key commodities, the current status of ‘inflation expectations’, precious metals and currencies; all in detail. Taper to Carry Last week we introduced the theoretical ‘taper to … Continue reading

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USTBond: Return to Sender

ddhome:  Golden Jackass website subscribe:  Hat Trick Letter Jim Willie CB, editor of the “HAT TRICK LETTER”   Use the above link to subscribe to the paid research reports, which include coverage of critically important factors at work during the ongoing panicky attempt to sustain an unsustainable system burdened by numerous imbalances aggravated by global … Continue reading

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The case against deflation

Regular readers will know I am in the inflation, possibly hyperinflation camp; but there are those that think the future is more likely to be deflationary. In the main this is the view of neoclassical economists, Keynesians and monetarists, who generally foresee a 1930s-style slump unless the economy is stimulated out of it.

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Macro Sleight of Hand is Working, for Now

Right in plain site, the Federal Reserve is doing this to the US money supply. It is a hockey stick with the blade pointing up, but will one day turn into a big, bloated chicken and come home to roost. The Fed’s global counterparts continue apace with inflation as well. Meanwhile, economic data like M2′s … Continue reading

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Is Gold as an Investment Finished?

Excerpted from this week’s edition of Notes From the Rabbit Hole, NFTRH 235: Is Gold as an Investment Finished? Before delving deeper into that question, perhaps we should see what the mainstream media thinks.  In fairness to the MSM, we note there are plenty of articles on both sides of the debate.  Yet there has been … Continue reading

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Gold Bears Suddenly Appear, More Emboldened than Ever

Congrats to the gold bears and stock bulls! After being slaughtered for the majority of the last decade and more, they finally won a victory. Golf clap for you gentlemen. Now you can have your day in the sun once again. US stocks are at all-time highs and Gold sucks again! You won’t have to … Continue reading

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The Final Countdown

Governments have refused to accept the necessity of a period of economic re-adjustment following the credit-bubble. The bubble burst about five years ago and economic progress has been effectively suspended ever since. The consequences of this refusal to accept reality are at a minimum to make this adjustment unnecessarily drawn out and needlessly painful, … Continue reading

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