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The Federal Reserve Has Just Given Financial Markets The Greatest Sell Signal In Modern American History

Why have stock prices risen so dramatically since the last financial crisis?  There are certainly many factors involved, but the primary one is the fact that the Federal Reserve has been creating trillions of dollars out of thin air and has been injecting all of that hot money into the financial markets.  But now the Federal Reserve is starting to reverse course, and this has got to be the greatest sell signal for financial markets in modern American history.  Without the artificial support of the Federal Reserve and other global central banks, there is no possible way that the massively […]

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A “Marcus Trifecta” Look At Markets

Over the last few months I’ve written about how we expect growth and inflation to pick up and surprise to the upside in the coming quarters. This belief is built on positive pressures we’re seeing within the economy as we move into the ‘overheat phase’ and the world benefits from the wealth S-curve tipping point. And with the market holding consensus expectations for continued low inflation, we find this contrarian hypothesis an interesting and potentially lucrative one should it unfold. But we never wed ourselves to a trade hypothesis because it’s just that, a hypothesis. Cognitively we’re wired to latch […]

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Separating Signal From Noise In Markets

There’s not much information to get. The most important variables in global macro are the economic conditions and how central banks respond to those conditions. To get that information, I read the paper, look at the data, watch what the officials say, and try to read between the lines. From an actual trade point of view, it’s price action that determines when and where to put on a trade. Otherwise, there’s a huge amount of noise in the world. Other people’s opinions are irrelevant. I can’t bear talking to salespeople because all they want to do is tell you something […]

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The Situation In The Markets Is Worse Than You Realize

It’s about time that I share with you all a little secret. The situation in the markets is much worse than you realize. While that may sound like someone who has been crying “wolf” for the past several years, in all honesty, the public has no idea just how dire our present situation has become. The amount of debt, leverage, deceit, corruption, and fraud in the economic markets, financial system, and in the energy industry are off the charts. Unfortunately, the present condition is even much worse when we consider “INSIDER INFORMATION.” What do I mean by insider information… I […]

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Sleeper Issues Poised to Rattle Markets

Investors have been well-trained in complacency. They have spent the past few years watching markets shrug off momentous geopolitical events – each more quickly than the last. Brexit’s impact faded within days. Trump’s election faded within hours. Stocks traded at all-time highs this summer and volatility made all-time lows. That is the set-up as we head into the fall… Almost nobody seems nervous. In this age of central planning and highly artificial markets, it is hard to tell when this period of strange market serenity will end. But vigilant investors should have a few ideas. The next few months are […]

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The Dow Falls 274 Points As ‘Eclipse Fever’ Hits The Financial Markets

Have we now entered a time of major financial shaking?  On Thursday, the Dow Jones Industrial Average was down 274 points.  The was the largest decline for the Dow since May, and high yield bonds were down dramatically as well.  Many are blaming the terror attack in Barcelona and “instability in the White House” for the downturn, but could “eclipse fever” also be a factor?  The closer that we get to the solar eclipse on August 21st, the weirder people seem to be getting.  You will see what I am talking about below. But first let’s talk about the financial […]

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Is Manipulation to Blame for Silver’s Plunges?; Chris Powell: Futures Markets Give Trading Discounts to Governments

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll discuss the ongoing manipulation of the gold and silver markets with Chris Powell of the Gold Anti-Trust Action Committee. Chris tells us why he thinks the regulators are so powerless, the troubling authority that allows the government to legally rig markets, and what might happen to the metals if and when this manipulation finally comes to an end. Don’t miss a terrific interview with GATA’s Chris Powell, coming up after this week’s market update. Well, this week brought both good news and bad news for precious metals […]

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Animal Spirits Send Markets Higher; Guy Christopher: Advice on How to Avoid Leaving Your Heirs in a Lurch

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear an encore of one of the most important interviews we’ve ever done on this program. MoneyMetals.com contributor Guy Christopher speaks about personal responsibility, estate planning, and making sure you don’t leave your loved ones with a financial nightmare and an unwelcome scavenger hunt. Some timeless wisdom, coming up after this week’s market update. As the dog days of summer approach, the animal spirits seem intent on driving the stock market to higher highs in spite of a hawkish Fed. Precious metals bulls hoped for a more […]

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Central Banks Now Own Stocks And Bonds Worth Trillions – And They Could Crash The Markets By Selling Them

Have you ever wondered why stocks just seem to keep going up no matter what happens?  For years, financial markets have been behaving in ways that seem to defy any rational explanation, but once you understand the role that central banks have been playing everything begins to make sense.  In the aftermath of the great financial crisis of 2008, global central banks began to buy stocks, bonds and other financial assets in very large quantities and they haven’t stopped since.  In fact, as you will see below, global central banks are on pace to buy 3.6 trillion dollars worth of […]

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Anti-Gold Scheme Revealed, Fake News and Fake Markets

The U.S. and other nations with “free market” economies got credit for defeating the communists in Russia. That is ironic, because it is now more clear than ever that western leadership actually shares the Soviet inclination for central planning, and they have been increasingly intervening in our markets since the collapse of the USSR. Our officials make economic policy as if healthy markets must be planned and coerced, much like the politburo. Some of this policy is created and run in the open; the government bailouts, Quantitative Easing, and zero interest rate policy, for example. Other programs are more secretive. […]

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