Peter Schiff This Bubble Economy Is Going To Burst

Peter Schiff: This Bubble Economy Is Going to Burst

January 18, 2022  by SchiffGold  0   0 Peter Schiff recently appeared on the Rob Schmidt Show on Newsmax to talk about the trajectory of the US economy. Peter explains how the Federal Reserve and the US government created a massive bubble, why it is going to ultimately pop, and how to protect your savings and investments when it does. The First question Rob asked was how is the […]

Read more
Market Selloff Into January

Market Selloff Into January

Print Friendly The market selloff into January rattled investors as concerns of “So Goes January, So Goes The Year” began to dampen expectations. Combined with a more aggressive stance from the Federal Reserve, rising inflation, and a reduction in liquidity, investor concerns seem to be well-founded. As discussed last week in “Passive ETFs Are Hiding A Bear Market,” the “blood bath” in the high-beta stocks […]

Read more
David Robertson Market Review And Update Q4 2021

David Robertson: Market Review And Update Q4-2021

Print Friendly Market review Q4-2021: The low-rate conundrum Back in the mid-2000s, then-Fed chair Alan Greenspan remarked on the curious phenomenon of long rates staying low even though there was healthy underlying growth. He called it a “conundrum”. A decade and a half later, long rates are much lower than they were then, even as inflation has started rearing its ugly head. The consumer price […]

Read more
Biden Is Going To Fix The Meat Supply Chain The Government Broke It Decades Ago

Biden Is Going to “Fix” the Meat Supply Chain? The Government Broke It Decades Ago

January 17, 2022  by Michael Maharrey  0   0 Elizabeth Warren and others are running around blaming inflation on greedy corporations’ “price gouging.” Of course, this narrative falls apart when you realize producer prices are rising faster than consumer prices. If anything, producers are letting consumers gouge them by not passing on all of their rising costs. But the “greedy corporation” narrative is great for politicians. It lets them […]

Read more
Don T Fight The Fed

“Don’t Fight The Fed”

Print Friendly “Don’t Fight The Fed.” But, unfortunately, that mantra has remained a “call to arms” of the financial markets and media “bullish tribes” over the last decade. Armed with zero interest rate policy and the most aggressive monetary campaign in history, investors elevated the financial markets to heights only rarely seen in human history. Yet, despite record valuations, pandemics, warnings, and inflationary pressures, the […]

Read more

Like Saudi Arabia Banning Oil Exports – OWTW

Like Saudi Arabia Banning Oil Exports – OWTW By CapEx Team January 14, 2022 8:12 am   IT DIDN’T TAKE LONG It was just last week when we commented on the social unrest over in Kazakhstan and said that Russia wouldn’t be the only major player to jump into the fray: China just spent nearly $28 billion securing those commodities (mostly oil and gas but also […]

Read more
Currency Crunch

Currency Crunch

Did you know a three-letter region is home to one of the world’s oldest and most stable currencies? It has existed for centuries It’s never changed its status It has never debased itself. Sounds like a monetary system we could all take a page out of, right? The rai stone, created from limestone and shaped like a hollow disc can be found on the Micronesian islands […]

Read more
Hopes And Prayers Economic Policy Schiffgold Friday Gold Wrap Jan 14 2022

Hopes and Prayers Economic Policy: SchiffGold Friday Gold Wrap Jan. 14, 2022

January 14, 2022  by SchiffGold  0   0 December gave us another big jump in consumer prices. But despite a lot of talk about an inflation war, accommodative monetary policy remains in play. In this episode of the Friday Gold Wrap podcast, host Mike Maharrey breaks down the CPI data, Jerome Powell’s Senate testimony, and Joe Biden’s plan to fix rising meat prices. That story has a fun plot […]

Read more
Is Omicron Hiding Much Higher Inflation

Is Omicron Hiding Much Higher Inflation?

January 13, 2022  by SchiffGold  0   0 The latest seasonally adjusted inflation rate for December was .46% month over month, with a non-seasonally adjusted annual rate of 7.0%. For the second month in a row, actuals were in line with expectations. As the chart below shows, December has reinforced a downward trend after a .95% reading in October. Unfortunately, the current downward trajectory can be attributable to items […]

Read more
2022 Investment Outlook Part 2 Stocks Amp Bonds

2022 Investment Outlook Part 2 – Stocks & Bonds

Print Friendly Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong? As fiscal and monetary support for the economy and markets wane, valuation extremes are in the crosshairs. While the setup for 2022 is not looking as friendly as 2021, we must realize the environment can change quickly. For more on the macroeconomic drivers supporting this […]

Read more
Gdp Creates The Illusion Of Fed Fueled Economic Growth

GDP Creates the Illusion of Fed-Fueled Economic Growth

January 12, 2022  by SchiffGold  0   0 Joe Biden keeps touting the “booming” economic recovery. And of course, he’s taking credit for it. But is the economy really booming? If you look at GDP growth, it certainly appears the US economy is in the midst of a robust recovery. But economic growth is relative. And when your baseline is an economy that was shut down, any growth looks […]

Read more
Ireland Buys More Gold As Inflation Pressures Mount

Ireland Buys More Gold as Inflation Pressures Mount

January 11, 2022  by SchiffGold  0   0 Ireland has added more gold to its reserves as inflation worries mount. According to the latest data, the Central Bank of Ireland purchased $88 million ($78 million euros) in gold in November, adding to the two tons it added to its holdings in previous months. With the latest purchases, the Irish central bank has boosted its gold reserves by over three […]

Read more
Passive Etfs Are Hiding The Bear Market

“Passive ETFs” Are Hiding The Bear Market

Print Friendly Passive ETFs are hiding a bear market in stocks. That may sound like a strange statement when you look at major stock market indexes hovering near all-time highs. However, much like an iceberg, what we see on the surface hides much of what lies beneath. Such was a point we discussed in more detail in “Wipe Out:” “One of the problems with the […]

Read more
Consumer Debt Charts Biggest Gain In 20 Years

Consumer Debt Charts Biggest Gain in 20 Years

January 10, 2022  by SchiffGold  0   0 The Federal Reserve is talking about raising interest rates. Well, that’s going to be a big problem for American consumers who are running up debt at a torrid pace. This is yet another reason why the Fed can’t do what it’s claiming it will do. Consumer debt jumped 11% year-on-year in November, according to the latest data released by the Federal […]

Read more

Back to the Dark Ages – OWTW

Back to the Dark Ages – OWTW By CapEx Team January 7, 2022 8:02 am   CRAZY OR…? As you probably know, things have been a little shaky over in the “growth” world recently. So much so that ARK’s Cathie Wood — the poster child of the “growth” wave — suggested these stocks were now deep value (yes, really!). But fear not! According to Wood, they […]

Read more
Commodity Heatmap

Commodity Heatmap

We have flipped the calendar to 2022. Whether you crushed it or got crushed in 2021, it’s time to sharpen your pencils, refocus, and prepare to capitalize on new opportunities. Katusa Commodity Heatmap As many of you know, commodities are cyclical. Large price moves normally come in waves and the big winners rotate as the economy changes. When the economy’s expanding, base metals and industrial […]

Read more
December Jobs All But One Category Are Way Behind 12 Month Trend

December Jobs: All but One Category are Way Behind 12-Month Trend

January 7, 2022  by SchiffGold  0   0 November had been the weakest jobs report of the year until a meager 199k were announced for December. As shown below, over the last 18 months, only December 2020 was weaker. This was right when the Covid second wave was wreaking havoc and before vaccines became available to the public. Figure: 1 Change by sector This next chart compares the current month with […]

Read more
New Year Investor Resolutions For 2022

New Year “Investor” Resolutions For 2022

Print Friendly Here are my New Year “investor” resolutions for 2022. Like all resolutions made at the beginning of a new year, they can be hard to adhere to. Early in my career, I built health and fitness facilities. But have you ever wondered why you couldn’t just go into a gym and pay a fee to use it? It’s because the entire fitness industry […]

Read more
Comex House Accounts Get Crushed In December The Canary

Comex House Accounts Get Crushed in December: The Canary?

January 6, 2022  by SchiffGold  0   0 I love exploring data to try and understand complex situations. My career has mainly been in finance giving rise to the name: Exploring Finance. Using data to explore the current financial landscape shows an unsustainable situation, which has led me to identify gold and silver as the best defensive investments. I explore multiple data sources each month to examine this hypothesis in […]

Read more
Want Double Digit Returns Hold Cash

Want Double-Digit Returns? Hold Cash.

Print Friendly So, you want double-digit returns in 2022? Hold cash. Sounds crazy, I know. Especially, today with the mainstream financial media headlines and big shots like Ray Dalio who lament about how cash is ravaged by inflation. While that is indeed true for a long-term investment portfolio to a degree, maintaining a decent cash emergency reserve and going a step further with a financial […]

Read more