Unlimited Fed Printing vs Gold, Unemployment, COVID

There’s so much to cover, it’s hard to know where to start. So let’s start with what’s not being said. No one, and I mean no one, is dragging out Buffett quotes. Have you noticed that? Instead, I’ve seen Churchill quotes being passed around like candy at a third grader’s birthday party. Holy Cow! The…

Continue Reading →

Stock Market Uncertainty Increasing Along Party Lines

The uncertainty we all feel is actually a great deal of the problem and has been for people for five, ten, twenty years. Markets go up 78% of the time and they fall 22% of the time. But to be living in uncertainty 100% of the time—that doesn’t make sense. It doesn’t have to be…

Continue Reading →

Was That A Head Fake Or The Bottom?

Most cultures have a saying that goes something like: “when it rains, it pours.” It is surely pouring right now for many people across many cultures. But the thing is… this is normal.  Crashes are normal. Corrections are normal. Good times are normal. Pandemics are normal. Yes, the world has been having pandemics for thousands…

Continue Reading →

The US Stock Market Is Down 29%. Now What?

Who’s tired of me talking about bonds yet? I’m kind of getting tired of it. But corporate bonds are the real story, not stocks. Yes, stocks are down 29% (S&P500 Index). But bonds…damn! Stocks are down because companies are not buying back their stocks anymore (remember share buybacks? Gone). Of course, that’s not the only…

Continue Reading →

Why Would Anyone Buy Bonds Now?

My kids school district just announced it will be closed for six weeks (remember summer vacation is only 10 weeks). When I heard this, the very first feeling that went through my body was sadness.  Sadness for all the paycheck to paycheck earners that are absolutely going to get crushed. It’s one thing to be…

Continue Reading →

COVID-19 vs. Gold, Yields, and China

As some of you know, I live close to the epicenter of COVID-19 in the US—three miles, to be exact.  Because of that, I get a front row seat to see how families, schools, towns, municipalities, companies, counties, and states react to an exogenous threat. What I can tell you most is everyone’s beliefs come…

Continue Reading →

Coronavirus, Stocks, China’s Reaction, 10% Falls, and Your Portfolio

As the world moves from one crisis to the next, the stock market is really getting hit. This week, I’m mixing things up a bit with a different format of my weekly video. Here are just a few of the things I cover in the video:  How China responded to the Coronavirus and what that…

Continue Reading →

Japan’s Economy, The Fed’s Balance Sheet, Real Estate

We are taught to study for the wrong tests. This week was no different—Japan came out with some potential damaging news, unless of course you know how to check it.  We have this one indicator that has been pretty accurate preceding and predicting that past 40 years of recessions is making a move again.  Finally, we…

Continue Reading →

Wanted to share this with you first…

I just recorded a new video. It’s different than anything I’ve done in a very long time.  There are no price charts.  No talk of gold, or bonds, or trends, or anything like that.  And in fact, you may not like it at all.  But here’s the thing… I think the content in this video is the most…

Continue Reading →

Chinese Stocks vs Germany’s Yield

The Most Bullish Thing A Market Can Do Is Make New Life-Time Highs Stability has a very specific image. And this company is not a sign of stability, which could be a problem for some people who have never been trained to sort hype, fear and noise from what is significant. If the world is…

Continue Reading →

Page 2 of 40