Archive

Market Talk — December 16, 2015

December 16, 2015

An impressive performance overnight in Asia as we saw the Nikkei back above the 19k level with the 20k psychological target as the next barrier. Europe wanted to soldier on upwards but doing so ahead of the Fed’s announcement is … →

Fed & its Rate Hike

December 16, 2015

As we have warned, higher interest rates are NOT BEARISH but BULLISH for the market. Anyone who dares to peek under the rug at history for past performance will see U.S. stocks rally with higher rates. A simple correlation ALWAYS … →

The Fed & the Future

December 16, 2015

While everyone seems to be placing a huge question on whether the Fed will raise rates or not, the markets have already factored in the rate rise for some time. The Fed was scheduled to raise rates in June, but the … →

Financial Instability & the Fed

December 16, 2015

The argument that the Fed should do nothing because it will be harder to correct a rate rise than to do nothing because there is no bubble anywhere, demonstrates that we have the most serious BUBBLE in history. Retail participation in markets … →

Why Europe Will Collapse: Schultz’s Outrage at Poland

December 16, 2015

A huge protest against the Europe Union has taken place in Poland. When I was there, everyone I spoke to was against joining the euro. They all said that the euro would destroy Poland as it did in Greece and … →