April 13, 2022 From the Degussa Market Report In March 2022, annual US consumer goods price inflation was 8.5%, the highestlevel since 1981. While Main Street considers it, and rightfully so, terrifying data,Wall Street actually sees it as good news of sorts: Financial markets are expectingUS CPI inflation to have peaked, and hopefully inflation rates will come down inthe coming months.[...]
Category: Opinion
Longtime Preachers of “Don’t Fight The Fed” Now Fighting The Fed
April 13, 2022 Wall Street strategist have historically preached the old adage "don't fight the Fed." In a nutshell, this advice conveys that investors should simply position their portfolios to benefit from the direction the Federal Reserve is steering the economy via its policy decisions. The wholehearted embrace of this advice was especially true over the past couple of decades whereby[...]
Even Dollar Bears Are Too Dovish. Beware, USD Fade Can (Probably) Happen Much Faster.
April 7, 2022 With the ramifications of the US lead sanctions against Russia playing out, an assessment of initial collateral damage can now be made. The collateral damage being looked at here is that for the US. Besides more fuel being poured on the inflation fire from the purposeful attack on key commodities, the debate regarding the future of the USD as global reserve currency[...]
Q1 Results and Where Mainstream Advisors and Media Fail the Average Investor
April 5, 2022 Most investors like to believe they are solely focused on achieving the best returns. Further, they believe they strive to employ the best ideas to build their optimal portfolio. They also like to think that either their financial advisor or they themselves are making decisions on facts and supporting data to achieve their financial goals, if said goals are to achieve the[...]
BLOWBACK – Sanctions Unleash Global Counter Attacks, Pent-up De-Dollarization Desires Emerge
March 31, 2022 For over two decades, numerous financial commentators have predicted the US Dollar status as global reserve currency would eventually diminish then end. While this position was dismissed by most in the mainstream financial media and academia, it should not be shocking since all past reserve currencies were eventually displaced. The abuses, manipulations, and chicanery[...]
Will Russia Turn to Gold to Save the Ruble? Possible Pivot in the Financial War.
March 24, 2022 Originally published by QTR's Fringe Finance Russia Will Backstop The Ruble With Gold. The backstopping of the Ruble with gold can come in many forms and doesn’t have to be a direct peg from the Ruble to gold - it can include accepting payment for oil in gold. Now that Russia has come right out and said it will only transact in Rubles when selling oil to[...]
Fed Rate Hikes Unlikely Threat to Gold – XAU/USD Moves Off Monthly Low
March 17, 2022 - Despite yesterday’s 25 basis points rate hike announced by the US Federal Reserve, gold has regained its positive traction and risen above $1,940. Fed Chair Powell has indicated that additional rate hikes are under consideration in the coming months and the consensus is for a total of seven rate hikes by year’s end. Contrary to the belief that an increase in interest[...]
PALLADIUM IS ROCKETING HIGHER AND GOLD HOLDS FIRM ABOVE $1,900
March 2, 2022 - Following a powerful move through $1,900, gold eased a bit early Wednesday and is now trading around $1,930 per ounce. Front-month silver futures advanced 4.8% Tuesday to $25.54 an ounce on Comex and is up 6.4% so far this week. Silver surged 8.8% in February after dropping 4.1% in January. It fell 12% in 2021. The big show in the precious metals complex is[...]
Russia Ukraine Tensions Put Strong Bid in for Commodities
February 22, 2022 - The escalating tension between Russia and Ukraine is roiling global markets across the board. Equity markets are pointing to this geopolitical situation as today's reason for stocks continuing their 2022 decline. Conversely, commodity markets are adding to their already robust gains this year, as Russia is one of the largest suppliers of commodities globally. The[...]
Gold Ticks Up Ahead of Fed Policy Decisions While Inflation Continues to Roil Markets
December 13, 2021 – Inflation remains the primary concern for the markets as officials finally concede their “transitory” narrative was all wrong. On Wednesday, Fed Chairman Jerome Powell will deliver the FOMC announcement and release November retail sales data, the NAHB home builders’ index and business inventories for more indications on the state of the economy. In[...]