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Minsky Melt-up Explained?!?
Minsky Melt-up Explained?!? America (and the world at large) are in the midst of an entirely predictable demographically driven crisis, between an economic/financial system requiring infinite growth and a very finite human/physical world (detailed HERE, or HERE). This mismatch will only become more acute for decades to come. As the growth of demand is decelerating, central banks […]
Are Bonds and Gold Telling Us Inflation Is Coming?
Are Bonds and Gold Telling Us Inflation Is Coming? Stocks continue to ignore 40 million unemployed, an economic depression, and societal collapse/ riots. The S&P 500 rallied yesterday to test major resistance at 3,100. The market is nearing the point of its rising wedge. A big move is coming. The VIX is also warning us […]
Pandemic, Economic Collapse, Full Societal Breakdown
Pandemic, Economic Collapse, Full Societal Breakdown “And the will of Zeus was moving towards its end.” – Homer Symbiotic Disharmony The recline and flail of western civilization beats on. Pandemic, economic collapse, full societal breakdown. The sequence grooves from one to the next with the symbiotic disharmony of a minor pentatonic scale. Peaceful protests devolved to […]
Weekly Commentary: Bubble Meets Pandemic Consequences
Weekly Commentary: Bubble Meets Pandemic Consequences For posterity, some numbers: Over the past three weeks (14 sessions), the S&P500 gained 11.5%. The KBW Bank Index surged 36.1%, with the NYSE Financials up 23.9%. The Dow Transports rose 27.2% in 14 sessions, with the Bloomberg Americas Airlines Index up 75.8%. Over this period, the broader market […]
Unintended Consequences of Monetary Inflation
UNINTENDED CONSEQUENCES OF MONETARY INFLATION “In short, the Fed is committed to rescue businesses from the greatest economic catastrophe since the great depression and probably even greater than that, to fund the US Government’s rocketing budget deficits, fund the maintenance of domestic consumption directly or indirectly through the US Treasury, while pumping up financial markets […]
Inflation into 2021
Inflation into 2021 QUESTION: Hi, MartinYou have referenced the three different types of inflation in previous posts. Please speak to what we can expect to see manifest from this record money printing/stimulus from the Fed.Thanks,MD ANSWER: This cycle will be on the back of shortages in commodities. This is what the computer has been forecasting all along. […]
The Fed Just Got the Perfect Cover for the Collapse of the U.S. Economy
The Fed Just Got the Perfect Cover for the Collapse of the U.S. Economy The scapegoating has already started. In almost every sector of the economy that is collapsing, the claim is that “everything was fine until the pandemic happened”. From tumbling web news platforms to small businesses to major corporations, the coronavirus outbreak and […]
This Time, the Fed Can’t Avoid Inflation, Says Expert
This Time, the Fed Can’t Avoid Inflation, Says Expert This week, Your News to Know rounds up the latest top stories involving gold and the overall economy. Stories include: Is the latest QE program finally going to spike prices, gold cannot be printed by central banks, and virus intensifies the flow of gold to U.S. […]
In Gold We Trust, 2020 – The Dawning of a Golden Decade
In Gold We Trust, 2020 – The Dawning of a Golden Decade The New In Gold We Trust Report is Here! The In Gold We Trust 2020 report by our good friends Ronald Stoeferle and Mark Valek was released last week. It is the biggest and most comprehensive gold research report in the world. As always it contains […]
Here Is The Stunning Chart That Blows Up All Of Modern Central Banking
Here Is The Stunning Chart That Blows Up All Of Modern Central Banking Several years ago, when conventional wisdom dictated that to push inflation higher and jumpstart lethargic economies, central banks have to push rates so low as to make saving punitive and force consumers to go out and spend their hard earned savings, several […]
First the Deflationary Deluge of Assets Crashing, Then the Tsunami of Inflation
First the Deflationary Deluge of Assets Crashing, Then the Tsunami of Inflation Once the pool of greater fools dries up, stocks crash regardless of what the Fed does or bleats. The conventional view is the Federal Reserve creating trillions of dollars out of thin air will trigger inflation. Not so fast. Yes, creating trillions of dollars out of […]
China v USA
China v USA QUESTION: Obviously, China is not Hitler or Napoleon with dreams of conquering the world. The days of empire building are gone. China has always been the one who is invaded from the Mongols and Japanese to the Europeans. Do you see China becoming more dominant in empire building retaking Taiwan? JN ANSWER: I am […]
Retail Store Closures Have Huge Impact On Communities
Retail Store Closures Have Huge Impact On Communities Across America many buildings stand empty or under-leased. They once housed thriving businesses that provided Americans with good-paying jobs.Over the last several years retailers have been closing stores and as the carnage rapidly accelerates this will be back in the news bigger than ever. The impact of […]
“The Largest Ever Physical Transfer Of Gold”
“The Largest Ever Physical Transfer Of Gold” Two months ago, when the market was in a state of near-total chaos as a result of a sudden collapse in global supply chains due to the hasty coronavirus lockdowns, one market that saw unprecedented turmoil was that of physical gold. As we pointed out in late March, due […]
