Independent thinking for complex markets and current events
By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, we’ll cover: Are today’s economic signals echoing the 1970s playbook? What oil volatility could mean for gold Why analysts disagree on the energy outlook Is the Fed signaling one thing – and preparing another? If …
The highest gas prices in America. For Connie Lear, driving even her hybrid car is a luxury she can rarely afford. Lear lives in the rural town of June Lake, California, a picturesque community of 300 people near Yosemite National Park and the Nevada state line. June Lake is part of Mono County, which has …
JUST IN: Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s, WSJ reports. — BRICS News (@BRICSinfo) March 9, 2026 Factcheck: Yes, per WSJ and shipping trackers like MarineTraffic/Reuters: tanker traffic in the Strait of Hormuz has virtually halted amid the Iran conflict (down ~90% since early March), …
They’re LYING to you, rate cuts are actually BAD… Well, in the short term they are. The biggest crashes in history didn’t happen before the Fed pivot. They happened after it. 1970s? Fed cuts → stocks nuked. 2000 dot-com? Fed cuts → -51%. 2008? Fed cuts → -58%. Even the early 2020s saw the same …
This is the vicious cycle we are trapped in. It does not matter if it is cars or houses. Interest rates are soaring. Tariffs are hitting everything. The cost of building anything has gone through the roof. Every new house, every new car, every single project feels taxed, priced, or delayed out of reach. All …
Trump’s legacy will be defined by America’s downfall, and everything he is doing right now makes that almost certain. Ray Dalio says it happens within 3 years max 💀 👀 👀 pic.twitter.com/A3zcUHg3lY — QE Infinity (@StealthQE4) September 2, 2025 Link:https://t.co/mtTG5lOBrc — QE Infinity (@StealthQE4) September 3, 2025 Ray Dalio warned the U.S. faces a “debt-induced …
Eyes on yields. A lesson in market humility is coming. — The Great Martis (@great_martis) July 8, 2025 Sweet Jesus mother Mary of Bethlehem. The consequence of rate cuts begins. pic.twitter.com/410Zg5cMvb — The Great Martis (@great_martis) July 8, 2025 3yr Sleeper looks set to break out. 10% mortgage rates coming. pic.twitter.com/gP31a56s27 — The Great Martis …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
via Peter Schiff: During the months leading up to the 2008 GFC, the government and mainstream financial media remained clueless about what was obviously coming. They are making the same mistake again. Tariffs mean fewer goods will come into the country, and fewer dollars will go out. More money chasing fewer goods means higher domestic …
Enjoy your rate cut this week. There might not be another one for a long time. pic.twitter.com/Z04lWsu2Tn — QE Infinity (@StealthQE4) December 16, 2024 This is what “sticky” inflation looks like. pic.twitter.com/zcKIeq34a2 — QE Infinity (@StealthQE4) December 16, 2024 Yields on 10-year Treasuries rose about a quarter of a percentage point last week, the biggest …
Yields pre-warning that history is about to repeat. 1972 national debts 400million2024 national debt 35 trillion. How does a 10 to 15% mortgage rate look like today? pic.twitter.com/9Ki8eewmJb — The Great Martis (@great_martis) December 15, 2024 If gold repeats 1970s parabola move. The largest bull market in history will be in gold. 200 $ up …
Stagflation. 1970s all over again . Even Lumber reignited. pic.twitter.com/sLNC5DSOSl — The Great Martis (@great_martis) November 4, 2024 51.4% of consumers expect to see higher stock prices over the next 12 months, the most in history 🚨 pic.twitter.com/ddt7FM1vGx — Win Smart, CFA (@WinfieldSmart) November 5, 2024 The big news is that Nvidia is being added …
Cutting rates will be looked back on as a regrettable error. 1970s all over again, only 10² worse. pic.twitter.com/IoztkAs4WV — The Great Martis (@great_martis) October 7, 2024 It's probably nothin.$VIX tremors pic.twitter.com/WxqHi9FYBL — The Great Martis (@great_martis) October 7, 2024 JUST IN 🚨: 10-Year Treasury Yield jumps to 4% for the first time in 2 …
They will fake the economic data just like they did during Weimar Germany, and you won't know you are in a recession or a depression until you are waiting in the bread lines. It's called "political arithmetic" and it's always used during periods of monetary debasement and rampant… pic.twitter.com/7hgKSCF8QD — TheRoadtoWiganPier (@RoadtoWiganPier) August 17, 2024
The world is witnessing an alarming escalation in gold reserves, hitting levels not seen since the tumultuous 1970s. Central banks have amassed a staggering 21% increase in gold holdings over the past 13 years, surpassing even pre-Nixon era levels. Official world gold reserves have reached 1,170 million fine troy ounces, the most since the 1970s. …
Current Inflation Track Compared to the 1970s – higher rates and bank chaos ahead. byu/j_stars inWallstreetsilver BREAKING: February CPI inflation rate RISES to 3.2%, above expectations of 3.1%. Core CPI inflation fell to 3.8%, ABOVE expectations of 3.7%. This is the 35th consecutive month with inflation above 3% and second straight increase. A Fed pivot …
As we navigate the complexities of global trade, an unsettling parallel to the 1970s emerges—a de facto shipping blockade looms on the horizon. The epicenter of this maritime upheaval is the Red Sea, where the crisis is intensifying. The shortage of containers is already felt acutely, and the ripple effects threaten to extend beyond dry …
Why are they talking about anything other than real GDP in a time of large and uncertain inflation? If we have 20% inflation, we would have ~20% dollar growth cooked in. Or perhaps more interesting is if we have 10% inflation reported by current metrics, but the real number is 20%, then there’s an extra …
Higher US debt deficits can potentially contribute to inflation if the government resorts to printing more money to cover its deficit, which can increase the money supply and, in turn, lead to rising prices. Prominent figures like former Treasury Secretary Larry Summers and investor Stanley Druckenmiller are sounding alarms about the unprecedented economic challenge the …
Amid ongoing debates, the unfolding of the current economic cycle appears to align more with the 1970s than the World War II era, based on available data. Despite the ongoing debates, the current economic cycle has unfolded much more like the 1970s period than the World War II era up to this point. To put …
FED'S KASHKARI: WE NEED TO AVOID A 1970S-TYPE SCENARIO WHERE THE FED STOPPED RAISING RATES TOO SOON. Correct even if that means burning down the ponzi scheme — Darth Powell (@VladTheInflator) August 15, 2023 Jerome Powell trying to save the economy pic.twitter.com/EEWVkD2MqJ — Not Jerome Powell (@alifarhat79) August 15, 2023 BREAKING: Canada's inflation jumps to …
by Dismal-Jellyfish Source: https://www.federalreserve.gov/econres/notes/feds-notes/distressed-firms-and-the-large-effects-of-monetary-policy-tightenings-20230623.html TLDRS: Since March 2022, U.S. monetary policy has become tighter. More businesses are financially distressed now than in previous instances of tightening since the ’70s. Studies suggest that these conditions could lead to significant declines in investment and jobs in the near future. The theory is that when monetary policy gets tougher, …