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Wealth Management • Feb 03 2024
Policy Error – The Risk for 2024 – February 2, 2024

Policy Error – The Risk for 2024 This week’s HAI is going to be short. Sickness has descended upon this author, and its manifestations have been [...]

Morgan Lewis Posted on Feb 3, 2024
Credit Bubble Weekly • Feb 02 2024
February 2, 2024: Fed Embraces “Immaculate Disinflation”

CNBC’s Jeff Cox: “Just kind of looking to put it all together, you talked about basically the economy looking strong, with 3.3% annualized growth in the [...]

Doug Noland Posted on Feb 2, 2024
Credit Bubble Daily • Feb 02 2024
Friday, February 2, 2024

[Yahoo/Bloomberg] Treasury Yields Spike After Hot Jobs Report: Markets Wrap [CNBC] 10-year Treasury yield shoots higher after very strong jobs report [...]

Doug Noland Posted on Feb 2, 2024
Golden Rule Radio • Feb 01 2024
Gold Sees Gains As Powell Pauses

This week, we talk about the recent price movements of gold, the equities markets, and silver amid the Fed’s recent decision to leave rates unchanged at [...]

MPM Posted on Feb 1, 2024
Credit Bubble Daily • Feb 01 2024
Thursday, February 1, 2024

[Yahoo/Bloomberg] Stocks Rise Before Apple, Meta Earnings: Markets Wrap [Yahoo/Bloomberg] Oil Advances Ahead of Promised US Response to Jordan Attack [...]

Doug Noland Posted on Feb 1, 2024
Credit Bubble Daily • Jan 31 2024
Wednesday, January 31, 2024

[Yahoo/Bloomberg] Nasdaq Sinks as AI Results Don’t Match Hype: Markets Wrap [Reuters] Investors punish Microsoft, Alphabet as AI returns fall short of lofty [...]

Doug Noland Posted on Jan 31, 2024
Weekly Commentary • Jan 31 2024
$1.55 In Debt Now Equals $1.00 In Growth

We’re Borrowing To Give The Perception Of Earning Texas Governor Greg Abbott Has The Fortitude To Stand Against Invasion Gold Is Moving From Weak Hands [...]

David McAlvany Posted on Jan 31, 2024
Credit Bubble Daily • Jan 30 2024
Tuesday, January 30, 2024

[Yahoo/Bloomberg] Stocks Muted Before Earnings Test for Wall Street: Markets Wrap [Yahoo/Bloomberg] Oil is Steady as Market Awaits US Reaction to Deadly Attack [...]

Doug Noland Posted on Jan 30, 2024
McAlvany Recap • Jan 29 2024
What You See Is Not Always What You Get

Have you ever bought a house that looked great and passed inspection with flying colors, only to find later that the builder cut every corner possible? What [...]

MPM Posted on Jan 29, 2024
Credit Bubble Daily • Jan 29 2024
Monday, January 29, 2024

[Yahoo/Bloomberg] Stocks Make Cautious Start to an Event-Packed Week: Markets Wrap [Reuters] Gold gains on Middle East risks; Fed meeting in focus [...]

Doug Noland Posted on Jan 29, 2024
Credit Bubble Daily • Jan 28 2024
Sunday, January 28, 2024

[Yahoo/Bloomberg] Houthi Hit on Russian Fuel Has Oil Traders Recalculating Risks [AP] Attacks on ships in the Red Sea are disrupting global trade. Here’s how [...]

Doug Noland Posted on Jan 28, 2024
Wealth Management • Jan 27 2024
Economic Boom Time in the Go-Go 2020s – January 26, 2024

Economic Boom Time in the Go-Go 2020s This week, Q4 U.S. GDP was reported at what the financial media touted as a “booming” 3.3%. The headline [...]

Morgan Lewis Posted on Jan 27, 2024
Credit Bubble Daily • Jan 27 2024
Saturday, January 27, 2024

[AP] Crew extinguish fire on tanker hit by Houthi missile off Yemen after US targets rebels in airstrike [Reuters] Trafigura assesses Red Sea risks after [...]

Doug Noland Posted on Jan 27, 2024
Credit Bubble Weekly • Jan 27 2024
January 26, 2024: On Fire

Could the backdrop going into next Wednesday’s Powell press conference be any more intriguing? The economy has gained a head of steam since the FOMC’s [...]

Doug Noland Posted on Jan 27, 2024
Credit Bubble Daily • Jan 26 2024
Friday, January 26, 2024

[Yahoo/Bloomberg] Nasdaq Slips as Intel Profit Disappoints: Markets Wrap [Yahoo/Bloomberg] Oil Set for Best Week Since October on Rising Geopolitical Risks [...]

Doug Noland Posted on Jan 26, 2024
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