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January is a Critical Month for Markets

For more than three decades, my grasp of economic and business fundamentals, demographics, and cycles has allowed me to empower my readers… to let them see ahead of the curve and prepare for booms and busts in the economy, the business cycle, and stock markets long before their peers. Then something happened that I never believed could happen… In 2008, when the Economic Winter Season began to take its toll, Central banks stepped up and printed trillions upon trillions of dollars. Because of the deflationary cycle we should have been experiencing since 2008, their efforts have had a muted effect […]

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Stocks Markets Charge Ahead; Gordon Chang: Blowup w/ China, N. Korea Could Change Almost Everything

Happy New Year and welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear a wonderfully insightful interview with Asian expert Gordon Chang. Gordon shares his views on Donald Trump’s much-hyped Tweet about the size of his nuclear button, gives his very studied view on the state of the Chinese economy and what the state of all of the Asian geopolitics will mean for the global markets. Be sure to stick around for my very interesting conversation with Gordon Chang, coming up after this week’s market update. Precious metals markets are off to a strong start […]

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Precious Metals Markets 2018

The first trading days of 2018 are confirming signs of renewed investor interest in the precious metals sector after a long period of malaise. Gold and silver markets entered the year with some stealth momentum after quietly posting gains late in 2017. Gold finished the year above $ 1,300/oz. – its best yearly close since 2012. Over the past five years, the yellow metal has been basing out in a range between $ 1,050 and $ 1,400. A push above $ 1,400 later this year would therefore be significant. It would get momentum traders and mainstream financial reporters to take […]

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The Oil Market’s Massive Repricing

The following is an excerpt from our Macro Intelligence Report (MIR). If you’d like to learn more about the MIR, click here. Seeking out asymmetric trades today is a bit tougher than normal because of where we are in the cycle. We’re in the latter stages and valuations are high (very high) so upside is somewhat limited on the whole and completely dependent on sentiment. But it’s not late enough in the cycle where it makes sense to start pressing shorts — the trend is still up and could persist for another couple of years. The large vampire squid (aka, […]

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Quiet Metals Markets Catalyst

Fear and greed drive the precious metals markets, but there hasn’t been much of either pushing gold and silver prices lately. Investors have grown tired of worrying about geopolitical events, ever increasing federal debt ceilings and ever inflating equity bubbles. Meanwhile, greedy trend traders continue piling in to hot markets. With the exception of palladium, metals prices have been stagnant for most of the year. For the time being, gold and silver are looking pretty boring relative to the hefty gains in stock prices and the explosive rise in Bitcoin. Goldbugs are still waiting for a catalyst to shift investor […]

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Markets Eye Tax Bill, IRS Fishing Targets Bitcoin; Gerald Celente: Middle East Wild Cards Could Drive Up Gold

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear from the one and only Gerald Celente of the Trends Journal. Gerald weighs in on the rise of cypto-currencies, the massive volatility he sees ahead in the crypto world and the key geopolitical ticking time bomb that he sees having a big effect on gold prices. Don’t miss another outstanding interview with Gerald Celente, coming up after this week’s market update. Gold and silver markets lost ground this week as investors drove the stock market up to new highs – again. With tax cuts ne aring […]

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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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