The Taylor Report (1/31/23)
It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS…
It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS…
Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky r…
Sorry bulls. Recessions are NOT bullish. Higher rates are NOT bullish. Uncertainty is NOT bullish. Real estate weakening is NOT bullish. Wake up and smell the reality. S…
Inflation is like a New Year's resolution. You put on 50 lbs. eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation…
Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believ…
I have made the point over the years that EVERY new year's financial market prediction is.........worthless. But, since they're usually free you can't lose anything, so…
Don't worry, the Fed has a handle on inflation. Don't worry, regulators will make sure your crypto investments will be safe. Don't worry, the government is ready to…
I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the…
One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.
EAR SANTA, I HAVE BEEN GOOD (AND BULLISH) ALL YEAR. WILL YOU BRING ME A NEW BULL MARKET? CAN YOU MAKE INFLATION GO AWAY? WILL YOU MAKE THE FED STOP RAISING INTEREST R…
With the FTX drama playing out, talk about inflation, interest rates and a recession is being pushed aside. Don't get sucked into thinking those issues have passed. They…
Even if (if) inflation moderates to, say 6%, it's still too high. Interest rates would have to be 6%+ (7.5%?) To be "normal." that's not in the market. Rates are still g…
The morning began as U.S. mid-term election day (still is) with all the focus there, BUT its turned into a crypto war/truce day. CRAZY. Rumors the past week that FTX had…
To be sure, interest rates are beginning to "pinch." Markets seem to think the FED will "flinch" and back off raising rates. That does NOT mean they will come down.
The 4th quarter is off to a good start and Halloween is only a few days away. Looks like the bear market in Bitcoin, ETH, Equities and Gold(?) have decided to go out tri…
THE VERY WORST THING A BEAR MARKET DOES IS WEAR YOU DOWN. VOLUME DRYS UP, LACK OF INTEREST IN MARKETS BECOMES PREVALENT UNTIL YOU CAN'T TAKE ANY MORE. NOT MANY PEOPLE HA…
Continuing to believe inflation is "over" & the Fed will ease off on raising rates is like banking on the tooth fairy to come every night. You will run out of teeth pre…
The end of the third quarter is Friday and there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to s…
Investors are beginning to realize the Fed is serious in its inflation fight. Recession is inevitable. Financial markets went up when central banks "printed" money. Th…
I have been "yelling" this for months....."interest rates are going up much higher than anyone expects and inflation is not subsiding anytime soon".....expecting differe…
Let's be really clear (spoiler alert). The equity markets are in a bear market. Inflation is easing (for now) with recession looming. Interest rates are going much…
Interest rates are going to surprise many at how high they will go. Be ready. And while most investors are seeing rain clouds, i see a category 5 hurricane building. B…
The end of August is always slow and investors/traders/advisors (if they are not on vacation) are waiting for the annual Fed symposium in Jackson Hole, WY this week. Per…
Biggest news of the week? BlackRock entered into a partnership with Coinbase to be able to offer BlackRock clients access to BITCOIN and also announced a trust that wil…