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It was an important week – perhaps critical. There was additional support for my macro thesis. The bottom line: increasingly unstable global markets today face extreme uncertainty, arguably the greatest array of uncertainties in decades. By Friday, developments left me with an uneasy, foreboding feeling. We’re all aware of the serious global inflation problem. A […]
[Reuters] Russian general says Moscow aims to capture southern Ukraine [Yahoo/Bloomberg] Ukraine Latest: Mariupol Messaging; Russia Wants South Ukraine [Reuters] American ‘Ghost’ drones for Ukraine designed for attack: Pentagon [Yahoo/Bloomberg] Treasuries Tumble, Stocks Wobble on Fed Bets: Markets Wrap [Yahoo/Bloomberg] Global Bond Rout Extends as Three Half-Point Fed Hikes Priced In [Yahoo/Bloomberg] Plunge in China’s […]
This week we cover the price movements of gold, silver, & the U.S. Dollar index. We’ll discuss the price movements of the precious metals markets amid growing geopolitical tensions. Thanks for listening if you enjoy be sure to subscribe to our YouTube channel for weekly precious metals price updates and geopolitical commentary. To learn more […]
[AP] Putin tries to claim Mariupol win but won’t storm holdout [Yahoo/Bloomberg] Ukraine Latest: Kyiv Seeking ‘Peace Bond’; New Prisoner Swap [Yahoo/Bloomberg] U.S. Stocks Rise on Earnings Boost; Bonds Slide: Markets Wrap [Yahoo/Bloomberg] Oil Pushes Higher as Array of Supply Risks Eclipse China Concern [Yahoo/Bloomberg] China Stocks Plunge as Xi Offers No Respite From Covid […]
From loose, looser, loosest policy to tight, tighter, tightest? Ukraine agricultural harvests will be cut in half this year Is China signaling preparation for war with the west?
[Reuters] No surrender in Mariupol as Russian deadline expires [Yahoo/Bloomberg] Russia pours in more troops and presses attack in the east [Yahoo/Bloomberg] Mariupol Defenders Appeal for Help and Fear for Last Stand: Latest [Reuters] New surrender deadline in Mariupol as West promises Ukraine more arms [Yahoo/Bloomberg] U.S. Stocks Rise as Treasury Rally Gives Comfort: Markets […]
[AP] Russia launches fight for industrial heartland, Ukraine says [Reuters] Russia launches ‘Battle of Donbas’ all-out assault on east Ukraine [Yahoo/Bloomberg] Ukraine Update: Russian Offensive Starts; Polish Leader to Lviv [Reuters] Russian offensive going ‘very cautiously’, Ukrainian presidential adviser says [Reuters] China to increase coordination with Russia, says senior Chinese diplomat [Reuters] Biden to hold […]
Staring Down the Bust This long holiday weekend inspires a long HAI. Make no mistake, these are significant times. This is a hot, not healthy, economy. We have experienced the boom, and now the bust looms. We are facing what appears to be something akin to a Frankenstein economic cycle. There are many reasons for […]
