IF YOU THINK BOTH HIGHER RATES, AND RECESSION ARE BULLISH, AND INFLATION HAS BEEN DEFEATED.......CALL ME, I CAN GET YOU A DEAL ON A SHINY GOLD BRIDGE IN SAN FRANCISCO
Remember inflation is transitory? Remember inflation has peaked? Those same voices tell us inflation will get back to 2% quickly and with little pain. Let that sink in.
THINK! EVEN IF THE FED CAN REDUCE INFLATION TO HALF OF WHERE IT IS NOW (9% to 4.5%) INTEREST RATES WOULD STILL NEED TO BE WELL ABOVE 5%-6% TO MAKE INFLATION GO AWAY.
EVEN IF INFLATION GETS CUT IN HALF (9% to 4.5%), INTEREST RATES STILL NEED TO BE HIGHER THAN THE INFLATION RATE TO "KILL IT." INTEREST RATES ARE GOING MUCH HIGHER. 6%-7…
Over thirteen years for fed stimulus to get inflation up. Now, just beginning to take stimulus away and raising rates. That doesn't go away in just a few months. It's a…
Inflation may (may) ease a little because of a recession........or, the fed eases off on raising rates to offset a recession which makes rates rise. Neither is good for…
What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/…
Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few…
The end of the second quarter (6/30) is coming up. Expect selling across the board. Funds will want to show reduced market exposure to their investors, who won't to be h…
Listening to 'experts,' and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just be…
I understand the urge to buy a big dip, but bear markets don't end after a few months. Been there, seen that. Remember, the same people who said inflation was "transitor…
NO SIGNS OF PANIC SELLING.....YET. INVESTOR COMPLACENCY HAS NOT BEEN FULLY TESTED.....YET. NOTE: BEAR MARKETS DON'T END WHEN YOU THINK THEY SHOULD. THEY END WHEN THE…
Lighten up on ALL positions. It may be a losing proposition, but cash is king/queen. Participate in market moves BUT with smaller positions. Volatility (yes, it's still…
PANIC? WHEN MARKETS START DOWN, THE FIRST PEOPLE TO PANIC (AND SELL) ARE SMART. THE SECOND GROUP TO PANIC AND SELL COME OUT AHEAD. THE LAST TO PANIC? THAT'S WHEN YOU B…
Prepare and get ready for significant volatility. The downside is going to be major. Since BITCOIN has never gone through an interest rate spike and rampant inflation,…
Don't panic BUT get concerned. When it rains, it rains on all. I have moved both BTC and ETH to neutral. Holding current positions, but not adding or initiating new buy…
The biggest "new" thing of the week is how many investors/traders believe that inflation, higher interest rates and geopolitical events don't matter. Yeah, right!
BITCOIN WEAKNESS? COULD THE CAUSE BE SHORT SELLING AGAINST BUYING THE GRAYSCALE BITCOIN TRUST? THE GBTC TRADES AT A 25%-30% DISCOUNT TO CASH BTC.
Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new.…
IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.
END OF THE FIRST QUARTER COMING UP. LOTS OF MONEY BEING PUT TO WORK AND PORTFOLIOS BEING "MARKED UP" (window dressing). WAR, INTEREST RATES AND INFLATION STILL MATTER. B…
THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?
U.S. treasuries and gold got a huge burst in a flight to safety. It won't last. U.S. interest rates are going up (bond prices down). Inflation is getting hot, hot hot. E…
The markets, in a flight to safety, have cut interest rates just as the Fed was going to raise rates. Inflation is going on steroids & there will certainly be social unr…