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Stocks and Awe: The Federal Reserve Regime Change is Here!

The Everything Bubble is bursting, and the Fed has barely even begun its war on inflation. Many top stocks are already in their own bear markets. Nvidia, way off its game, has lost 25% of its value from its last high score. The ridiculously skyrocketing Tesla has plunged back toward earth’s gravity on a trajectory […]

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Protected: Fed Tightening Impacts Markets: How Fast and How Furious?

There is no excerpt because this is a protected post.

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Big Reveal Coming

It’s all about inflation, but it’s not about today’s news on inflation. The big news on inflation today is not even that it hit 6.8% — its highest level since 1983 — but that the rate of climb for inflation is the steepest it has been in seventy years. However, even that is not the […]

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Federal Reserve Finally Admits it was Wrong about Inflation — NOT Transitory!

Not even close to transitory. After giving its turkey advice for Thanksgiving, the Federal Reserve finally gave up completely on the “Inflation is transitory” chorus it has been singing all year. Chairman Powell of the People’s Bank of Amerika stated outright today that inflation is not transitory after all, confirming what I have been preaching […]

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The Stock Market Does Have a Tipping Point Where Bond Interest and Inflation Both Matter A LOT

We have just entered those days of heady inflation that I have said will kill the stock market and bond funds. There is a tipping point at which inflation and the interest changes that respond to inflation matter, but it has never been a clearly defined point.

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The Market Damage History Shows You Can EXPECT from Fed Tapering

In an effort to prove the Fed’s tapering won’t matter, I recently saw one stock advisor claim that, when the Fed tapered its QE from late 2015 into 2016, “the stock market rallied 60% in an almost straight line higher.” Wow! Let’s take a look at that! Here is what the stock market actually did […]

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Stocks and Bonds Starting to Tussle

As I’ve written about extensively, we know the Federal Reserve has painted itself into a corner where it is now pressured to start tapering its quantitative easing earlier than it had been indicating. Now we are seeing signs that the bond market isn’t liking the news out of the last FOMC meeting, which hinted strongly […]

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Fed Caught in the Jaws of Stagflation: Times of Trouble for Stocks or Bonds or Both

Stagflation is showing up in data points and articles everywhere now. Delta worries, labor shortages and fading Washington stimulus — it’s enough to cast a chill on the U.S. economy this fall. A bevy of Wall Street forecasters chopped their targets for U.S. growth after a poor U.S. jobs report for August. The government on […]

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Protected: Fed-up and Failing: How FedMed Killed the Patient

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Fed Tricks Markets with Trillion-Dollar Clandestine Tightening and Keeps Government Vortex Whirling

While the Fed’s current tightening is not exactly a well-kept secret, stock and bond markets seem willing to ignore what the Fed’s left hand is taking away as the right hand is giving. Reverse repurchase agreements, which I have been tracking here, have exploded to a trillion dollars in money that the Fed is sucking […]

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The Path by Which We Got Here

It wasn’t just COVID that got us down the road to ruin. Because many think we are in what looks like a post-apocalyptic world of rubble only because of COVID or because of Trump, I decided now would be a good time to summarize how predictably the Fed’s Great Recovery and Great Rewind got us […]

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Arrival of the Epocalypse and the 2020 Stock Market Meltdowns

I rarely mention anytime I’ve been interviewed. However, I was reviewing a casual conversation I just finished with one of my readers, Bob Unger, and I thought Bob’s questions led to a well-rounded expression of how, over the past two years, our economy got to the collapse we are in now, how predictable the Federal […]

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