Daily Reckoning, Released on 3/21/18 The Federal Reserve, under new chairman Jerome “Jay” Powell, raised the federal funds target rate 25 basis points today. It was Powell’s first significant move as the new chairman of the Federal Reserve. Let me first give my opinion of Jay Powell before weighing on the implications of today’s decision. […]
Kerry Lutz, Financial Survival Network, Released on 6/21/17 Topics: Complete dissociation of Fed “rate hike” with market reality – rates near lows Treasury yield curve historic inversion (in China, too!) Plunging commodities, EM currencies, OPEC/Saudi chaos Today’s article, “valuation anomalies suggest historic Precious Metal lows” Andrew (“Andy”) Hoffman, CFA joined Miles Franklin, one of America’s […]
Craig Hemke, Sprott Money, Released on 10/21/16 “There is no economic recovery even though the data might somehow suggest there might be.” Eric Sprott has more than 40 years of experience in the investment industry. In 1981, he founded Sprott Securities (now called Cormark Securities Inc.), which today is one of Canada’s largest independently owned […]
Keith McCullough, Hedgeye TV, Released on 9/19/16 In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough responds to a subscriber’s question on monetary policy and the investing impact of a Fed rate hike.