source / The Money GPS Frogs in boiling water. That’s how Seth Klarman describes investors today. Conditioned to not feel fear. Just like with The Money GPS, he blames the Fed directly. The trouble here is that the Fed is actually unable to stop a crisis, would never stop a crisis, and in fact creates […]
source / The Money GPS Every so often there are great bubbles that appear. Every single time there’s euphoria behind them. This bubble is the biggest the world has ever seen and has unlimited mania behind it. Anyone suggesting that this isn’t a healthy market is laughed at. Anyone pointing to absolutely any metric is […]
source / The Money GPS There is considerable debt being racked up right now on all levels. Personal, corporation, national, and everything in between. We have no idea what the ramifications of such debt are, but every stress test of the financial system has indicated we have nothing to worry about. Certainly we have seen […]
source / The Money GPS Buybacks and insider selling have picked up in 2021 as we have seen massive gains in just about everything. Companies see more stimulus ahead, meaning more cash flowing their way. With interest rates at rock bottom, now is their chance to take reckless moves, massively leverage every aspect of their […]
source / The Money GPS Janet is in. The Fed is in. INvestors are in. Are you in, or out? Let’s face it, those who are putting their money into the stock market, real estate, and many other assets are benefitting from the devaluation of the currency. Those who are working for their money, who […]
source / The Money GPS The U.S. has been able to pursue unlimited deficit spending, unlimited debt expansion simply because of both domestic and foreign purchases of U.S. debt. It’s seen in the financial industry to be as good as gold. It will never fail. As Alan Greenspan said, they can always print money to […]
source / The Money GPS While every major bank is suggesting the market is well overdue for a correction, extremely overvalued, and at historic undeserved heights, they continuously increase their targets. They know it’s a mess. The media will talk about the political side. They’ll talk about health issues. They’ll even throw in a kitten […]
source / The Money GPS We have seen major differences between the current economy and what we had previously. Some industries are completely disrupted one year later, leading to obvious but yet to be announced bankruptcies of all kinds. Yet looking at the stock market, you would think everything is simply fantastic. Even the stocks […]
source / The Money GPS China Ends 2020 With Record Trade Surplus as Pandemic Goods Soar – Bloomberg https://www.bloomberg.com/news/articles/2021-01-14/china-s-trade-surplu… china trade 1.14.jpg (932×473) No Title No Description Powell sees no interest rate hikes on the horizon as long as inflation stays low Powell sees no interest rate hikes on the horizon as long as […]
source / The Money GPS No Title No Description There are serious shortages that are not being discussed but it must be known. Looking at the food prices, commodities, copper, oil they are all rising. Everything is going up and not necessarily for the exact same reason. The point we have is that with an […]
