Eurodollar University, Released on 5/2/24 We need to confront the fact there remains a serious problem in the US with Marxism. To successfully counter the threat REQUIRES first we understand why that is and what keeps it going. It’s not enough to “clap back” with platitudes correctly pointing to Communism’s barbaric history. Nor is the […]
Rebel Capitalist, Released on 4/15/24 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at […]
Eurodollar University, Released on 4/8/24 What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we’re currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And […]
Eurodollar University, Released on 4/1/24 Gold continues to soar, hitting almost as many record highs as stocks. And that’s a problem because unlike stocks gold tends to be a useful indicator and warning sign. There are three theories as to what’s behind the golden surge. Here we examine the evidence and consistency of all three. […]
Eurodollar University, Released on 3/28/24 We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what […]
Monetary Metals, Released on 3/25/24 00:00 – Jeff Snider 00:30 – Economic indicators 02:14 – Labor markets 04:34 – Economic cycles 05:30 – Impact of government debt 07:41 – Washington’s lack of incentive 09:57 – Global economic outlook 13:18 – Stock market disconnect 16:49 – Importance of market interest rates 21:18 – Demand for treasuries […]
Eurodollar University, Released on 3/18/24 The Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are going to be deliberating just this week. And while their policies don’t really mean much to the economy, they can impact markets in […]
Eurodollar University, Released on 3/6/24 Evidence continues to show we’re in half a recession already. There is a huge discrepancy between the “strong” US employment in the media and what’s actually happening. Even mainstream sources are being forced to deal with how different the jobs market is to those actually experiencing it. These aren’t isolated […]
