Stunning Portfolio Brief!
On November 9th and 12th, we published a recap of the FOMC meeting on November 3rd. Here is exactly what we wrote: “My biggest trade for the remainder of the year is a big LONG position in URTY.” This was masterful. When you get a call right on a big...Biden Presides Over USD Debasement
Jerome Powell is the most powerful man alive. Biden can move nuclear submarines, fleets of aircraft carriers, and entire platoons of troops, but he can’t move markets to the tune of trillions with simple one-liners like Jerome Powell can. Jerome Powell is much...
Gold Surges: Powell Makes History
He Said the C-Word He didn’t mince words; if you heard Jerome Powell’s FOMC meeting statement and the subsequent Q&A session, you were left with no doubts as to what the world’s most important central bank is thinking. If you haven’t...
BREAKOUT to Silver $35/oz!
No Recession in 2024 Yesterday, on December 13th, the FED kept rates the same. Everybody knew that, and Wall Street was fully priced in and hedged for it. What would determine the significance of the meeting is what Powell said about the future with the first rate cut...