Over the last year, energy stocks have traded well despite crude oil prices languishing. For...
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European Buyers Strike Or Performance Chasing?
Bloomberg recently published “Wall Street Grapples With A New Risk: A European Buyers...
Do Sentiment Trends Boost Reflation Odds
On Monday, we discussed how the Truflation inflation gauge points to a sudden price decline, which...
The Reflation Narrative Stumbles Out Of The Gate
With a 4.4% increase in economic growth in the third quarter and expectations that it could be...
Silver Math: Gold Warns Of Silver Correction
Over the last few months, we have questioned the dollar debasement narrative. However, in this...
Akademiker Pension Serves The US A Warning
A Danish pension fund, Akademiker Pension, which manages roughly $25 billion in retirement assets...
What Does Kevin Warsh Bring To The Fed?
It appears that President Trump wants Kevin Hassett to remain in his role at the White House. With...
The Money Supply Myth: Context Matters
Supporting the dollar-debasement narrative is the claim that money supply growth is out of control....
A Weak Yen, The BOJ, And The Carry Trade
Bank of Japan (BOJ) officials are increasingly discussing the weak yen as a source of inflation....
Luxury Slump Bankrupts Saks Fifth Avenue
“With the debt payment looming, time ran out.” That succinct summary ended a Wall...