TREASURY YIELDS RALLY MAY TRIGGER A CRAZY IVAN EVENT (AGAIN) IN THE MARKET

by Chris Vermeulen of The Technical Traders Since shortly after the US November elections, my research team and I have been clear about our research and our belief that the bullish rally in the markets would continue to drive the strongest sectors higher and higher.  In December 2020, we shared an article suggesting our proprietary Fibonacci Price Amplitude Arcs … Read more

Stock markets are about to peak warns Gareth Soloway; how large is next correction?

The “honeymoon” phase of the stock market bull run is coming to a close, and as yields head even higher, stock indices could see a correction on the scale of 10-15%, said Gareth Soloway, chief market strategist of InTheMoneyStocks.com. 0:00​ – Stock market valuations 5:10​ – Stocks vs. yields 8:29​ – Tech stocks fundamentals 11:28​ … Read more

Fire! Steel Rebar And Iron Ore Are The Latest To Surge In Price (Along With Stocks, Home Prices and Treasury Yields)

by confoundedinterest17 Wow. Everything seems to be surging in price. Yesterday, I wrote about rising food prices along with rising lumber prices. A former Ohio State University student, Brett Reid, asked me about alternative building material prices since lumber is getting so expensive. Well Brett, here are the rising futures prices of steel rebar and iron … Read more

CONFIRMED: Newsom BUSTED! Look What They Just CAUGHT Him Doing That Will END Him For Good

https://www.youtube.com/watch?v=YGYo8tWWSic Cristina Laila from The Gateway Pundit reports, California Governor Gavin Newsom was caught eating indoors at a closed restaurant in Fresno over the weekend even though indoor dining is not allowed. Fresno is currently under the strictest ‘purple tier’ lockdown which does not allow indoor dining. Read More/Source/Credit/FairUse: https://www.thegatewaypundit.com/2021…

Stagflation Cometh

by Doug French via Mises A gentleman who does work for us sent me a text recently saying the price of his supplies has increased 20 percent, so he wants to increase his monthly fee 10 percent. It was a nice way to ask, and I said sure, especially given that he’s willing to take a haircut on … Read more

Warren Buffett: “Retirees face a bleak future”

by Simon Black Warren Buffett minced no words in his most recent annual shareholder letter (which came out over the weekend) when he told investors that “retirees face a bleak future.” Buffett was referring to the pitifully low interest rates that dominate fixed income investments (like bonds and annuities). In September 1981, he writes, investors could … Read more

Silver squeezers will just ‘lose money’; Jeff Christian debunks price ‘suppression’ theories

Kitco News, Released on 3/2/21 The net effect of trying to squeeze the silver is that “you will lose your money” said Jeff Christian, managing partner of CPM Group. 0:00​ – The silver market 4:33​ – Silver squeeze 6:52​ – SLV ETF 9:35​ – Silver futures contract default 13:50​ – Effects of silver Squeeze 16:02​ … Read more

NOT EVERYONE HAS GIVEN UP ON THE NATIONAL DEBT:

Current, former Tennessee governors to address rising federal debt. As Congress prepares to push the national debt to nearly $25 trillion with the latest spending plans, a group of millennial leaders worried about America’s growing federal debt will get some advice next week from Tennessee’s current and former governors about balancing budgets. Tennessee’s current governor … Read more

Beyond Bitcoin: The Top Cryptocurrencies of 2021

by howmuch Cryptocurrencies saw their values soar in 2021. Big companies like Paypal dove into the market, creating greater access. Demand skyrocketed alongside equity markets as troves of new investors snatched up various cryptocurrencies. And surprisingly, Bitcoin wasn’t the top performer. Use this visualization A significant amount of the gains occurred alongside the ‘Gamestop’ mania as investors and … Read more

Near-term investing thoughts: No recession this year, but perhaps a “Black Monday”

by MetricT There appear to be two schools of wildly-diverging thought among investors right now, and I’ve been thinking how to bridge the two camps, since I can’t imagine them being both so incredibly wrong given the amount of money on the line. On the pessimists side are numerous successful investors (Ray Dalio, Jeremy Grantham, Charlie Munger, … Read more

$spx valuation model

$spx valuation model pic.twitter.com/JoEOkekI5I — Álvaro Oviedo (@alvoviedo) March 2, 2021 $spx put /call ratio pic.twitter.com/bvObjQ6nL2 — Álvaro Oviedo (@alvoviedo) March 2, 2021

Deflationary signs and warnings are everywhere now

https://twitter.com/farrisbaba/status/1367102942768205824 Deflation. pic.twitter.com/K6hIutHNGL — The Macro Pulse (@TheMacroPulse) March 2, 2021 I agree. Although I think we will ultimately move away from the Ice Age deflationary quagmire, the reflation trade has gone too far, too soon. After a now fully discounted H1 GDP boom, a growth and Inflation slump towards the end of this year … Read more

Danielle DiMartino Booth: “Investors are putting full faith in the idea that there is indeed a free lunch and never a price to pay for the Fed’s largess and that is certainly how markets are trading. At some point you start to add up all these transitory items”

"Investors are putting full faith in the idea that there is indeed a free lunch and never a price to pay for the Fed's largess and that is certainly how markets are trading. At some point you start to add up all these transitory items"#FBNhttps://t.co/WrStEUSzlB — Danielle DiMartino Booth (@DiMartinoBooth) March 3, 2021