The Fed might be about to cause an Armageddon Zombie Apocalypse in stocks by creating stagflation out of inflation – a double whammy on the economy of inflation and recession.
Tag: Fed
Investment Quick Thoughts: Inflation, The Fed & A Double Stock Market Bottom
Russia and energy are the wildcards, but inflation looks set to ease late in the year. That means a Fed that backs off by December and an end to the bear market is most likely. Find out where the winners and losers will be in the coming “Great Divergence” for the stock market.
The Inflation Narrative Is Wrong
The inflation narrative is wrong. And, it’s a bad thing to invest on now. It was good a year ago, but not now. Here’s the next narrative that will push stocks up and which stocks.
Will The Fed Make A Mistake? (With Webinar Slide Deck.)
The popular narrative that the Fed caused inflation is flat out wrong. Oil and supply chains are responsible for virtually all of the current inflation. Here’s what can happen if the Fed overtightens and how to invest either way.
X Games Markets & 3 Core ETFs To Buy On A Correction
We cover valuation and extreme movements by indexes. How, why and how long can it go on? How deep can a correction go? Any paid membership.
Macro Thoughts & Year-End Q&A Webinar Announcement
Summary Coronavirus vaccines have given the markets hope and propulsion in recent months and now we have our first major […]
A Depression Walks Into The Fed And Finds Robin Hood’s Diary
The economy is in a borderline depression, but the money printer goes brrr, so Robinhood buys everything in sight. Maybe it’s different this time, and speculation completely unsupported by the facts or valuations, will turn out just fine.
3 Stock Market Scenarios Short To Intermediate Term
Today we game out the potential scenarios for the stock market in the short, intermediate and long-term. While the rally might continue a bit longer, there is a certainty of at least a retracing of the rally for a small correction. There are also worse outcomes if the economy does not have the “V” shape recovery that many are hoping for. This is piece is open to members and those with a “Free Library Card.”
Mutual Funds And ETFs For Fed Bond Buying
The Fed’s unprecedented corporate bond buying is yielding intermediate term opportunities. These ETFs and mutual funds are poised to capitalize on the Federal Reserve largess. We highlight several mutual funds available in 401k plans. View this important asset allocation piece with a Free Library Card.
Kirk Spano’s Q1 2020 Outlook & Game Plan
Coronavirus is raging and it will be years before it’s completely under control. But, governments are soaking the economy with money. How will it play out? Likely in unexpected ways. Learn some of the likely scenarios here.
#Coronacrash Market Update
We update our trading and investing thoughts with the #coronacrash happening now. We also listen to a Fed President affirm our bullish gold thesis. And, we take a sneak peak at Super Tuesday and what a Bernie win could mean short and long-term. Sign-up for a Free Library Card to see this content.
NotQE And The Repo Monster
The repo market is in disarray and Fed bailing is now approaching a half trillion dollars. Is this QE or a bailout? I suspect it’s a stealth hedge fund bailout. A big one.
Get Ready To Buy Stocks Again
Amidst all the unappointed trade worry warriors, de facto Lords of debt bombs and bongo bubble blowers preaching narratives to us about why, how and when the world is going to end again, I have but one Presidential thing to say to them…..Bull$µ!#.
Wait For The Reds Of Their Eyes
The market got choppy on the “trade war” worries. That is opening up some trading opportunities for about the next […]