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[Yahoo/Bloomberg] US Shutdown Risk Eased in Stopgap Plan Offered by Johnson [Yahoo/Bloomberg] Stubborn Core Inflation Helps Explain Some Fed Restlessness [Yahoo Finance] Rising delinquencies offer economic warning signs [Yahoo/Bloomberg] Israel Latest: US Says Deal Possible Soon on Hostage Exchange [Reuters] Hezbollah says front with Israel will remain active [Reuters] Investors pull record sums from Saudi […]

All the King’s Men This week was nothing short of a bloodbath for the hard asset trade, and, to some degree, a continuation of the sheer bliss that began last week in financial assets. While hard assets got smoked, the S&P 500, the Dow, and the Nasdaq all finished the week higher. The positive week […]

[Reuters] Moody’s turns negative on US credit rating, draws Washington ire [Yahoo/Bloomberg] US Credit-Rating Outlook Changed to Negative by Moody’s [Yahoo/Bloomberg] Israel Latest: Iran’s President Calls for Arming Palestinians [Reuters] Yellen warns Beijing: Chinese firms aiding Russia face ‘significant consequences’ [Reuters] Russia renews missile attacks on Kyiv, pounds Ukraine’s east and south [FT] Top four […]

I prefer not to refer to old CBBs. I’m making an exception this week, extracting from the February 6, 2009, edition. In “Government Finance Bubble,” I offered my first warning of dangerous unfolding Bubble dynamics. “The Government Finance Bubble is enormous and powerful – and should be anything but underestimated. Akin to the previous Bubble […]

[Yahoo/Bloomberg] Stocks Gain as Traders Look Past Hawkish Talk: Markets Wrap [Yahoo/Bloomberg] Oil Set for Third Weekly Drop as Demand Fears Outweigh War Risk [Reuters] Israel Latest: Reports of Strike on Gaza City’s Main Hospital [Yahoo/Bloomberg] Israel Fears War on the Horizon Against Hezbollah in the North [Reuters] Some investors see Powell’s hawkish lean as […]

Recent market movements have seen the Dow experience a 9% downturn since July, followed by a notable retracement to the 618 level in just the past 10 days. Meanwhile, gold has been on an 11% upswing since October, demonstrating minimal signs of reversal thus far. Delving into the world of currency, we closely examine the […]

[Yahoo/Bloomberg] Stocks Up, Bonds Down After Jobless Claims Data: Markets Wrap [Yahoo/Bloomberg] Oil Claws Back Some Losses After Slumping on Demand Worries [Yahoo/Bloomberg] Markets Price an End to Interest-Rate Hikes Across the World [Reuters] Displaced pack Gaza hospitals, others flee as Israeli troops and Hamas fighters clash [Reuters] US forces under fire in Middle East […]

The Four Horseman Of The Stock Market What Happens When The Yield Curve Un-Inverts? Gold Closes At Record Highs In Sweden, Norway, Thailand, Taiwan, Japan, Europe Etc. “Well, the bottom line, from the Hussman Research, the primary drivers of major stock market declines are extended valuations, a sharp rise in interest rates, and growing recession […]