Bob Moriarty: It Doesn’t Make Any Difference What The Fed Does

“100 years of history proves that the Fed is clueless. The mismatch between interest rates and risk today is absolutely insane. My opinion is that the whole financial system is going to blow sky high.”   The Energy & Gold … Continued

Why The Fed Won’t Hike On Wednesday

This is a really smart note from @rareviewmacro:   To boil this down, a rate hike on Wednesday will likely to serve to only ‘tighten’ market conditions further, whereas, a decision to keep rates on hold would generate a sell-off … Continued

Between A Rock And A Hard Place

The Federal Reserve finds itself in a tricky situation heading into Wednesday’s FOMC announcement. There has been a considerable build-up over the past several weeks (primarily from strong employment reports) which has led to the market anticipating a 25 basis … Continued

How The Smart Money Is Positioning Itself Ahead A Fed Rate Hike

While the market is intently focused on whether the Federal Reserve will raise rates at its December meeting, the real action is taking place at the long-end of the Treasury yield curve. Two weeks ago the yield on the 30-year Treasury … Continued

For Gold Miners A New Cycle May Be Just Beginning

The recent trend in economic data is, to put it nicely, poor. Factory orders, new home sales, corporate profit margins, and various indicators of global growth are all trending lower with many reaching lows not seen since 2009:   Factory orders … Continued

5 Key Takeaways From The Fed Announcement

The Federal Reserve did not hike interest rates today – here are 5 key takeaways from the announcement: The following excerpt from the first paragraph of the Fed statement is a clear signal that China is very much on the … Continued

Why a Rate Hike is Not Bearish

The yield on the 30-year Treasury Bond has rallied more than 35 basis points since late-August:   However, there is good reason to believe there isn’t much risk of more upside in bond yields regardless of what the Federal Reserve … Continued

1 2