We all know that the CPI woefully underestimates the cost of living in the US. However, this metric along with several others, is reported to be closely watched by your monetary masters at The Fed. Not only are the CPI and PPI showing no inflation pressures, other indices like today's Import-...

We began Friday's morning update with this:

"Call it a hunch. Maybe call it a premonition. However, next week looks to be a very interesting period of time so let's assess the situation today and begin to prepare."

It certainly appears that my...

Call it a hunch. Maybe call it a premonition. However, next week looks to be a very interesting period of time so let's assess the situation today and begin to prepare.

First of all, let's start with today. Trump's China tariffs did indeed go to 25% overnight. This poses a major...

A whole host of items that we've been watching all week have suddenly made it to the make-or-break point this morning. I guess it's time to start paying attention.

So, where do we start? I guess we'll begin with the general "stock market" but the issues are more wide-ranging than just...

As if you couldn't see this coming. And what's surprising is that, after all these years, the kind of nonsense that we're seeing today still makes me angry.

Look, you've only seen this chart about 20 times over the past few weeks. Here it is again from yesterday's podcast:...

Nowhere else will you get such a clear and objective analysis of The New Cold War and the impact that the whole "Russiagate" fiasco is having on geo-political relations.

Look, I know we've been posting these podcasts for over five years now and I know you're likely tired of hearing me...