This month we will continue our discussion on central bank activity and their "Dark Money" that has been the driving force for rising stock prices for the past decade. We will continue to explore the challenges the markets face in light of central bank’s plans to reverse course and reduce this "Dark Money" in the [...]
The market challenges can be categorized by $millions, $Billions and $trillions. While the media and financial news networks are focusing on daily “noise” in the $million and $billion category, we are focused on the twin-trillion dollar issues of central bank asset selling and debt. In our opinion these are the two great challenges that investors [...]
This month we will present a case that suggests the recent market instability is not due to factors being presented in the headlines.
In this month’s report we will examine the toxic combination of excessive global debt and the threat of rising inflation in the context of the central bank’s new policy directives. Will their necessary and prudent steps derail the current bull market in global stocks?