There is No Confusion…
I see a number of op-ed pieces in the media that want to build a story of how Trump does not have a plan, that he is just swinging from the hips. I disagree, he has a Macro plan and…Continue Reading →
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It is still all about Gold, and now Silver…
The start of the stock market bubble is getting ready to stage, we have just been waiting for the Gold top to be confirmed. We will let you know when we get that confirmation, the speculative Silver Bulls are still…Continue Reading →
The Setup has been Triggered…
We have been saying for some time that a definitive top in precious metals was a necessary precursor to the Blow-Off top in stocks. It looks like we now have that definitive top as the silver bulls finally piled on…Continue Reading →
Nature is close to becoming the Driver…
2025 has been a year where manipulation and voodoo economics have been the drivers of both economic and market direction. I would expect this to continue for another month or so, but slowly I see the direction heading back to…Continue Reading →
Gold & Silver Tell the Story…
Gold and Silver are showing the world that Trumponomics is a Sham. The combination of Tariffs, Deficits, “Baby wars” (attacking small countries), “Baby Talk” speeches and rants to everyone, “Spraying prosperities” like a Tom Cat with his name, do not…Continue Reading →
More Unraveling…
The MAGA Conservatives in contrast to Europe, believe the U.S. is undergoing a counter-revolution toward smaller government, fewer regulations, more fossil fuels, an expanding military, less DEI and woke, more secure borders, legal-only immigration, and renewed faith. In fact, while…Continue Reading →
Animal Spirits in Charge…
This morning, we see a situation where fundamentals are kind of dodgy but the market has taken a lift anyway. Traditional analysis will keep many traders on the sidelines. I do think the markets are in some kind of state…Continue Reading →
Repeating…
We have yet to start the Bubble phase. My Animal Spirits Index continues to show timidity. People’s bullishness is based on believing in the Manipulator at the Pulpit, yet what they see in the real world is sluggish employment and…Continue Reading →
Is the Trump foolishness Unraveling ?…And the Answer…
Bitcoin and Trump’s DJT stock seem to be having some trouble here, 66,000 on Bitcoin now becomes a possibility. The Answer, yes, it is unraveling but it will take longer than you think to get back to normal. In the…Continue Reading →
Forget Eggs…
Hey Mr. Trump, forget eggs as the cause of unaffordability. Your approach to Climate Change is the biggest negative for consumer affordability at this time. See today’s NYT article “A Climate Shock is eroding Home values”. That is why we…Continue Reading →