Bill Ackman: The Fed could surprise the market

The Fed is losing its battle on inflation and could work to “restore its credibility” by surprising markets with a bigger-than-expected increase in its key interest rate, Bill Ackman says https://t.co/gxw23W8Daa — Bloomberg Markets (@markets) January 15, 2022 the U/D here starting to look good unless one thinks the Fed can actually normalize pic.twitter.com/dF9kolIrsl — … Read more

Inflation Nation! Commercial Real Estate Returns UP 22% YoY For Q4 2021 (Versus 19.66% YoY For Case-Shiller National Home Price Index)

by confoundedinterest17 Inflation is burning out of control. While home price growth has been off the cherts (as Jean-Ralphio would say), commercial real estate has jumped incredibly at 22% YoY. The Bloomberg charting function hasn’t updated for the Q4 NCREIF report yet so I had to manually write-in 22% on the following chart. To quote Dean Martin, “Ain’t that … Read more

Bonds Remind Investors How Unsafe They Are

From Investing Channel: Financial advisors used to believe in a balanced portfolio between bonds and stocks. Central banks changed all that. Breaking Traditions We’re taught that stocks and bonds tend to move in opposite directions. Money flows into stocks and out of safety plays like US Treasuries and the US Dollar when they want risk. The … Read more

Fed Chair Faces the Ultimate Lose-Lose Decision

Photo by Vadim Sadovski From Birch Gold Group The U.S. economy teeters between two catastrophes: wild and untamed hyperinflation that turns cash into wallpaper, or an epic crash that would make 2008 look like a day at the beach. Federal Reserve Chairman Jerome Powell has led the U.S. government’s monetary policy to this point. Now he’s attempting … Read more

Should You Move While You Can, Or When You Must?

by Charles Hugh-Smith This gives an extreme advantage to those few who move first, long before they must. The financial advantage for first movers is equally extreme. Moving is a difficult decision, so we hesitate. But when the window to do so closes, it’s too late. We always think we have all the time in the … Read more

Probably one of the most bearish in the DOW. Pattern confirmed. Retail sales growth has crashed to -1.9% on a trending basis.

https://twitter.com/PuffDragon11/status/1482168568120692740 In real terms, retail sales growth has crashed to -1.9% on a trending basis. Leading indicators have been forecasting this slowdown, primarily through the collapse of real income. 1/ https://t.co/qZ0X6SPt92 pic.twitter.com/g7FakeXFHE — Eric Basmajian (@EPBResearch) January 14, 2022 #recession … #GFC2 US #RetailSales edition https://t.co/P7YvmYGW89 — Invariant Perspective (@InvariantPersp1) January 15, 2022 https://twitter.com/leadlagreport/status/1481981641832681477 CHINESE … Read more

I am a lifetime Lefty and I know for a fact that the entire January 6th “Attack on the Capitol” narrative is complete and utter bullshit.

by DefiantDragon I have been a proud Lefty my whole life and remain so to this day. I disagree with the Right on a whole fuckton of things – especially re: religion and the role of government in the economy. I wholeheartedly supported Bernie, twice. And, for the record, I specifically disagreed with the stated motivations … Read more

Armstrong: A violent revolution in the United States is now inevitable

by Martin Armstrong Schumer and Pelosi are guaranteeing that there will be a revolution in the United States. This voting rights bill is outright treasonous. The ‘For the People Act’ that the House of Representatives passed on March 3 is the end of the United States. There was only one dissenting Democrat and that shows how people are not … Read more

Global Economy Heading For “Mother Of All” Supply Chain Shocks As China Locks Down Ports

Over the past month, as Wall Street turned increasingly optimistic on US growth alongside the Fed, with consensus (shaped by the Fed’s leaks and jawboning) now virtually certain of a March rate hike, we have been repeatedly warning that after a huge policy error in 2021 when the Fed erroneously said that inflation is “transitory” … Read more

Warning!! Dems have taken over the voting system by gutting a NASA infrastructure bill

http://www.spaceref.com/news/viewpr.html?pid=59175 This is a link to the article. This just happened. The Dems don’t play fair, they live by the motto of “the ends justify the means” and they are tyrannical maniacs. This bill means that the Fed has stripped the rights from states and hijacked the election system guaranteeing full control and tyrannical rule. … Read more