I find it interesting that the finance “reporters” in the MSM are crowing to the masses abt the bull market, but when you read the real in depth writings there’s many a murmur abt the fear / greed index swinging over to greed. The bear is rounding up ingredients for its next meal...
Mr. Market is preparing to make a "monkey" out of the MSM "bulls" or the BPR "bears". Who will it be? Don't know, but my money is on the "bulls" becoming the "monkey".
I’d say we’ve become a soft country with hard money now. Makes it tough for regular people. By the way, I still think real inflation is more like 14%, and that is why that trucker’s report mentioned in Tom’s last update is so bad.
My wife and I just received our auto insurance bill, and it's up 18% in one year. We've had spotless records for decades. Our insurance agent explained that it was not because of an increase in auto accidents in our state; instead, it was a supply chain issue that pushed up the cost of replacement parts, as well as inflation. I called around to major competitors and they indicated the same thing.
We noticed that the neocons & leftists continue to hammer Russia, while allowing Russian oil to pour into the world market to keep the price down to offset China's opening. Public rhetoric to pacify neocon and alternative energy voters, but when reality kicks in, then reverse course--quietly--with help from their MSM allies, who coverup for them.
I am inclined to agree with Dow Hurst, inflation is not 5% as we are informed. Bill seems to be informed and with it......how does he justify writing anything based on the bogus inflation figure from the Feds?
The bottom line, inflation is decreasing, albeit rather slowly, so in a couple of weeks, the new PCE report will show the pattern, inflation on a downtrend. (Don’t worry, it’s fixed, they like to fudge the numbers) as it benefits “their agenda” to press the brakes on higher interest rates. 😂
The future! According to the treasury, they will use the same analytical pattern to jump on the bandwagon and predict that long-term inflation will be lower in the foreseeable future. (Wow! Really! 😂)
The price of gold is slowly declining, probably due to the current market rally meaning the wall street hotdogs are jumping on the “buy stocks” bandwagon again and shifting around their assets to reflect the change in gold prices relative to the Newtonian physics market rally.
Hahaha, some of the same stocks going up in different sectors of the market are pulling a double whammy and creating an illusion of real market uplift, but you can’t be in two places at once right? Not unless you clone yourself. Well, with the new AI innovations making market entry, I guess anything is possible! 😂
Moving daily averages have traversed at the theoretical 202 calendar day augmented reality check point, juxtaposition to the NASDAQ and S&P 500, creating a cross section distinguishable pattern that hypothetically means “bull market” mode for long term growth since May.
So now everything is moving along on a smooth surface right? I love black swans, they are so cute and rare, with their beautiful black feathers, white flight feathers, and stunning bright red bill! Almost as if they were wearing lipstick! Guess what!?! One Flew Over The Cuckoo’s Nest! Hahaha!
As for the guy how notices stocks go up, up, up. Well then buy in dude, go for it! Don't complain. This has a read that is different. Personally I'm going for profitable companies at lower rewards currently. Although I could comprehend stocks flaming higher. I see this one as a trap with few players going higher, when that changes to more of the entire market I will be convinced but still may not commit to the FOMO.
You wrote: "So, it ‘pauses’ – with its key rate only about even with inflation…the real yield on the 10-year Treasury bond still negative."
Inflation is 5%, key rate on Treasurys about even with inflation. So why oh why does Tom encourage us subscribers to keep one third of our portfolios in Treasury bonds??? That's a lot of money for me and I am not going to do it. In other words I am probably wasting my money with a Sub to your RESEARCH newsletter.
You know what's really boring? The typical commoner's life pretty much anywhere in Europe. Their standard of living (when you leave the high end swanky or touristy areas) is nothing to write home about.
I find it interesting that the finance “reporters” in the MSM are crowing to the masses abt the bull market, but when you read the real in depth writings there’s many a murmur abt the fear / greed index swinging over to greed. The bear is rounding up ingredients for its next meal...
Mr. Market is preparing to make a "monkey" out of the MSM "bulls" or the BPR "bears". Who will it be? Don't know, but my money is on the "bulls" becoming the "monkey".
I’d say we’ve become a soft country with hard money now. Makes it tough for regular people. By the way, I still think real inflation is more like 14%, and that is why that trucker’s report mentioned in Tom’s last update is so bad.
My wife and I just received our auto insurance bill, and it's up 18% in one year. We've had spotless records for decades. Our insurance agent explained that it was not because of an increase in auto accidents in our state; instead, it was a supply chain issue that pushed up the cost of replacement parts, as well as inflation. I called around to major competitors and they indicated the same thing.
We noticed that the neocons & leftists continue to hammer Russia, while allowing Russian oil to pour into the world market to keep the price down to offset China's opening. Public rhetoric to pacify neocon and alternative energy voters, but when reality kicks in, then reverse course--quietly--with help from their MSM allies, who coverup for them.
I am inclined to agree with Dow Hurst, inflation is not 5% as we are informed. Bill seems to be informed and with it......how does he justify writing anything based on the bogus inflation figure from the Feds?
You are Dow right.
I really appreciate shadow stats and prefer the 1980 stats.
The bottom line, inflation is decreasing, albeit rather slowly, so in a couple of weeks, the new PCE report will show the pattern, inflation on a downtrend. (Don’t worry, it’s fixed, they like to fudge the numbers) as it benefits “their agenda” to press the brakes on higher interest rates. 😂
The future! According to the treasury, they will use the same analytical pattern to jump on the bandwagon and predict that long-term inflation will be lower in the foreseeable future. (Wow! Really! 😂)
The price of gold is slowly declining, probably due to the current market rally meaning the wall street hotdogs are jumping on the “buy stocks” bandwagon again and shifting around their assets to reflect the change in gold prices relative to the Newtonian physics market rally.
Hahaha, some of the same stocks going up in different sectors of the market are pulling a double whammy and creating an illusion of real market uplift, but you can’t be in two places at once right? Not unless you clone yourself. Well, with the new AI innovations making market entry, I guess anything is possible! 😂
Moving daily averages have traversed at the theoretical 202 calendar day augmented reality check point, juxtaposition to the NASDAQ and S&P 500, creating a cross section distinguishable pattern that hypothetically means “bull market” mode for long term growth since May.
So now everything is moving along on a smooth surface right? I love black swans, they are so cute and rare, with their beautiful black feathers, white flight feathers, and stunning bright red bill! Almost as if they were wearing lipstick! Guess what!?! One Flew Over The Cuckoo’s Nest! Hahaha!
Germany & France, the future! 😂
As for the guy how notices stocks go up, up, up. Well then buy in dude, go for it! Don't complain. This has a read that is different. Personally I'm going for profitable companies at lower rewards currently. Although I could comprehend stocks flaming higher. I see this one as a trap with few players going higher, when that changes to more of the entire market I will be convinced but still may not commit to the FOMO.
You wrote: "So, it ‘pauses’ – with its key rate only about even with inflation…the real yield on the 10-year Treasury bond still negative."
Inflation is 5%, key rate on Treasurys about even with inflation. So why oh why does Tom encourage us subscribers to keep one third of our portfolios in Treasury bonds??? That's a lot of money for me and I am not going to do it. In other words I am probably wasting my money with a Sub to your RESEARCH newsletter.
excellent analogy and article, and why Tortoises live a thousand times longer than Hares !!
For a European based in the UK this constant navel gazing on the US dreadful state of affairs sounds like a broken record...
I’ve had enough .. I’m out, getting too boring
Good luck and hopefully a soft landing
Hey Fishin' -
How dare you refute one of the European presumably sophisticates and show up as the "Ugly American" by getting all factsy and stuff...
You know what's really boring? The typical commoner's life pretty much anywhere in Europe. Their standard of living (when you leave the high end swanky or touristy areas) is nothing to write home about.