It Begins: Why We’re Seeing a Paradigm Shift Toward Sustained Inflation
Our view of inflation is complicated, but not too complicated. In TradeSmith Decoder, we have large-sized bullish U.S. dollar forex positions as of…
Read now
The Federal Reserve Can’t Help Investors Now
Thursday (March 4) was a pleasantly bullish day with plenty of green on the tape — if you were long energy stocks, that is.
Read now
The Digital Dollar is High on the Fed-and-Treasury Priority List
The digital dollar — a USD version of central bank digital currency — is now a “high-priority project.” That was the phrase used…
Read now
A Warning From Warren Buffett: We’re a Long Way From 1981
The Berkshire Hathaway annual letter — penned, as always, by CEO Warren Buffett, now 90 years old — came out this past weekend. If…
Read now
The New York AG Issues Tether a Speeding Ticket
On Feb. 5 we asked the following question: “Has Bitcoin (and the Entire Crypto Space) Been Boobytrapped by Tether?” Our answer was “no,”…
Read now
Crash Risk Rising: Here’s What Could Cause a ‘Market Structure’ Meltdown Event
The sell-off at the long end of the U.S. bond market is turning into a global bond market rout. Yields are rising in countries…
Read now
Inflation Alarmists are Panicking Far Too Early
Investors are starting to worry about inflation. Some are even sounding alarms of potential hyperinflation, throwing around references to Weimar Germany and Zimbabwe.
Read now
The EV Bull Market is Over
“Because I used to love her,” the Rolling Stones sang, “but it’s all over now.” The electric vehicle (EV) bull market is officially over,…
Read now
Speculative High Flyers are Rapidly Losing Altitude
On Friday of last week we said: “There is a formidable bearish case for overvalued technology stocks moving forward, and…
Read now
Because of Texas, a Historic Infrastructure Bill Now Looks Inevitable
Imagine the world as a ball-shaped scoop of ice cream, sitting upright in an ice cream cone. The polar vortex is a circular…
Read now