Stimulus came and went…. SPX & VIX looks in perfect set up… Sovereign credit risk is back!

Stimulus came and went. Real disposable personal income per capita (the most important income measure) is now below the pre-COVID trendline. The trendline was only ~1.8% from 2009-2020. pic.twitter.com/0DwUr7YcTU — Eric Basmajian (@EPBResearch) October 29, 2021 https://twitter.com/VSoien/status/1453905649901912065 https://twitter.com/NorthmanTrader/status/1454108084041826310 Amazon badly …

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The Perfect Storm Makes Landfall

by David Brady via Sprott Money Gold dumps to 1746. Silver to 22.59. GDX to a “new low” of 30.59. SILJ to 12.43. Meanwhile, DXY rises to 92.96, its highest level since August 27. Stocks have come off slightly, with the S&P testing …

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Fox News: Prices “Surging,” “Perfect Storm For Prices to Go Up”… Home Prices and Rent Hit New High YoY in US

https://twitter.com/leadlagreport/status/1437892026276663301 Price increases over last yr (CPI report)…Gasoline: +42.7%Used Cars: +31.9%Gas Utilities: +21%New Cars: +7.6%Overall CPI: +5.3%Electricity: +5.2%Food away from home: +4.7%Transportation: +4.6%Apparel: +4.2%Food at home: +3.0%Shelter: +2.8%Medical care service: +1.0% — Charlie Bilello (@charliebilello) September 14, 2021 Global Debt …

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Rep. Jim Banks Makes a Perfect Point about the Taliban and Joe Biden

https://townhall.com/tipsheet/madelin… Madeline Leesman from Townhall reports, Indiana Rep. Jim Banks (R) said the terrorist organizations like ISIS-K were “waiting for a president like Joe Biden” to create a chaotic situation in Afghanistan for them to “strike.” Read More/Source/Credit/FairUse: https://townhall.com/tipsheet/madelin…

The Perfect Financial Storm

by Martin Armstrong COMMENT: Martin, Have read the two blogs on the Emerging Markets. Hit like a cold bucket of ice water. Knew something was coming from all your writings and the EMC, but Wow. Right in front of us. Here …

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