A Little Different Post…
I usually try to steer clear of short-term comments on the markets, but with all the developing changes I am going to divert a bit with some short-term stuff I saw this weekend while working on the Annual Picture.
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Until Trump is Neutralized..
Economic and market forces will continue to be manipulated. This will allow the precarious economic environment to build. Increasing Government debt remains a key factor for driving the situation. I got a little sidetracked this past weekend, did not get…Continue Reading →
Subdued Animal Spirits…
The employment report is now history. I do think it is to be noted that our Animal Spirits Index remains subdued, probably due to the fact that Trump Shenanigans remain in the news forefront and precious metals continue to reflect…Continue Reading →
2026 Outlook…
I plan to post my 2026 outlook this weekend after the employment numbers are provided. I think that will be an important input into the Wall Street equation. Naturally the AI Buildout is keeping GDP numbers strong, but one must…Continue Reading →
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 →
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 →