source / The Money GPS It was obviously expected to happen. More people not in the workforce, businesses shuttered, yo-yo policies, and a rapidly changing economic landscape have all collided to form what will now unfold in 2021. There is an understanding that the Fed has everyones back. Sadly, this could not be further from […]
source / The Money GPS We have seen a major surge in stocks that had come off of the fastest drop in history on a global scale. Looking at which assets have performed the best and why is sometimes a very confusing subject simply because many aren’t justified. But this is the new reality of […]
source / The Money GPS $GPS Whispers of $100 Oil Return as Crude Shakes Off Covid’s Clasp – Bloomberg https://www.bloomberg.com/news/articles/2021-02-24/whispers-of-100-oil-… archive Lumber Prices Are Soaring. Why Are Tree Growers Miserable? – WSJ Lumber Prices Are Soaring. Why Are Tree Growers Miserable? TWIGGS COUNTY, Ga.-The pandemic delivered an unexpected boon to the lumber industry. […]
source / The Money GPS Ray Dalio asks the question, are we in a bubble? He provides historical context, some charts and facts to give us a reminder of where we are at in the cycle. I think it’s important to step back, zoom out, and ultimately realize that everything operates in a cycle. We […]
source / The Money GPS Jerome Powell has once again reiterated that money printing will continue, low interest rates will continue, and that they are the savior. This never seems to get old apparently. The markets are looking rather wacky at this time as we have seen bonds sending major signals, the commodities markets have […]
source / The Money GPS We are witnessing the greatest bubble in history. One of extreme magnitude. What is truly different this time is that we have never seen investors rely so heavily on a central bank before. Previously it would have been the consumer. Today, it is understood that the consumer can only push […]
source / The Money GPS Michael Burry was made famous from The Big Short. A massive bet that virtually nobody in the industry agreed with. Nobody would acknowledge. Nobody understood what Burry did. And in hindsight many pretend it was so obvious. But the truth is that it wasn’t because it’s convoluted and confusing intentionally. […]
source / The Money GPS Texas was dealt a massive blow. Freezing cold led to increased power usage, power outages, food shortages, and general panic. An unexpected event caused a situation for millions of people. But if history is any guide, people will simply go back to business as usual when this is all over. […]
source / The Money GPS The financial system is more fragile than we are led to believe. We saw a great example of that not just with the GameStop and Reddit retail traders rocking the boat, but more importantly, back in 2019 during the Repo Crisis. They refused to acknowledge what was going on. The […]
source / The Money GPS The financial system is more fragile than we are led to believe. We saw a great example of that not just with the GameStop and Reddit retail traders rocking the boat, but more importantly, back in 2019 during the Repo Crisis. They refused to acknowledge what was going on. The […]
