Inflation: Suddenly, The Signs Are Everywhere!

Inflation: Suddenly, The Signs Are Everywhere! For what has seemed an eternity, finding tangible signs of inflation was much harder than finding the elusive “Waldo”.  Our recent piece entitled “Inflection Point (Part 5)    (https://markonomics101.com/2018/09/03/inflection-point-part-5-interest-rates-inflation-and-inflection/) looked at the amazing contradictions in the available data and raised as many questions, as answers. Suddenly, market signs of […]

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The Dow Jones Industrial Average Makes New All Time Highs: Is The Bull Market Resuscitated?

The Dow Jones Industrial Average Makes New All Time Highs: Is The Bull Market Resuscitated? On Friday, September 21st, the Dow Jones Industrial Average set new all-time highs.  That same day, the Nasdaq 100, Standard & Poor’s 500, and the Russell 2000 recorded losses.  The fractured and non-uniform nature of the markets continues in plain […]

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Mr. Market And Ultra-High Risk For Equities.

Mr. Market And Ultra-High Risk For Equities. Not all that long ago, we discussed the very perilous conditions facing investors in a piece called “Ultra-High Risk For Equities” https://markonomics101.com/2018/08/31/ultra-high-risk-for-equities/.  While many stock index chart patterns were in BULLISH mode, especially the “Behemoths” we lovingly nicknamed the “Four Horsemen” https://markonomics101.com/2018/08/23/tipping-point-part-2-the-four-horsemen-of-the-nasdaq-collapse/, the thought of buying at record high valuations […]

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The Interest Rate Bomb: Is The Fuse Now Lit?

The Interest Rate Bomb: Is The Fuse Now Lit? Recently, we noted the critical role that higher inflation and interest rates would play in The Inflection Process.  Furthermore, the levels of interest rates seemed so low as to make very little logical sense (https://markonomics101.com/2018/09/03/inflection-point-part-5-interest-rates-inflation-and-inflection/.)  Not only does “reported” inflation (currently 2.9% annually) seem to vastly […]

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Tipping Point (Part 5): For Whom The Bear Market Roars?

Tipping Point (Part 5): For Whom The Bear Market Roars? “Times, they are a changing.” (Dylan) With the exception of Precious Metals, which we covered yesterday (https://markonomics101.com/2018/09/16/inflection-point-part-6-what-precious-metals/), the “Inflection Points” are essentially at their completion.  To be more precise, there actually is no such thing as an “Inflection Point”.  It’s more of a process that […]

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Inflection Point (Part 6): What Precious Metals?

Inflection Point (Part 6): What Precious Metals? So far, the Inflection Point Series appears to be largely unfolding along the lines that we laid out beginning in Part 1, which argued that the long run equity valuation cycle had more than run its course.  The key factors which had propelled the Stock Markets to dizzying […]

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Interest Rates Continue to Edge Higher.

Interest Rates Continue to Edge Higher. Interest rates peaked in early 1980 at 20% on the Federal Funds Rate, the key short-term borrowing rate set by the Federal Reserve.  Known as the Prime Rate years ago, it reflects very short maturities.  Longer term rates, such as Five, Ten, or Thirty Year Maturities are set in […]

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