Stocks pump on potential Powell pivot. Fed trying to prevent its credibility and the market from imploding. More than 2/3rds of Bitcoin holders are underwater on their purchase. The gold standard didn’t fail.
Fed’s talk pricked the mother of all bubbles. Netflix becomes a victim of its own success. Cathie Wood’s ARKK fund sees an entire bear market in one week. Investors are no longer taking refuge in the US dollar. Tether is an accident waiting to happen. Pumpers are now conceding that
Stock market is in bad shape, but bond market is worse. Silver rallies. Any negative yield in bonds is a positive for gold. Numbers on economy getting weaker as numbers on inflation get stronger. Fed can’t fix an inflation induced recession with more inflationary policies. The crash I wrote about
Oil prices headed for record highs. Massive rotation from growth stocks to value stocks in effect. Investors rushing to dump Cathie Wood’s ARKK fund. Grayscale Bitcoin Trust follows growth stocks decline. Gold will follow oil’s breakout. Lael Brainard should be fired, not promoted. The Fed is saving some jobs… the
Official CPI is at its worst in 39 years. Real CPI is at its worst in history. Investors beginning to realize that the Fed is too little too late. Elizabeth Warren wants the Fed to blame inflation on price gouging. Democrats are laying the foundation for price controls. Paul Tudor
Stock market off to a bad start for first week of trading in 2022. Fed minutes send bond markets tanking. Investors spooked out of speculative bets and into commodities. Inflation pressure building on producers and consumers. Workers fall further behind as prices increase faster than wages. Bitcoin chart looking ominous.
Peak speculation in 2021 lead to meme stocks, silly named crypto, NFTs, and all time record highs for: Issuance of SPACS Mergers & acquisitions Corporate buy-backs IPOs from money losing companies IPOs from regular companies Home loans Trade deficit Government borrowing in a non-recession year Bitcoin price
Everyone is talking about inflation. Fed is re-rigging the CPI again to hide increasing inflation. Strong economies create surpluses, not deficits. US is importing more and exporting less. Prices up on lumber and other commodities. Bitcoin stole gold’s thunder in 2021. 2021 was a great year for Bitcoin sellers, but
Santa Claus rally comes early. Even Fed’s sugarcoated data shows inflation twice has high as their target. Gold may be turning its $1800 ceiling into a floor. Bitcoin pumps with risk assets. Record GBTC discount shows investors are losing interest in Bitcoin. Inflation will peak when people least expect it.