Category: Opinion

Yellen Is Not Loving It, Markets Do — MM #152

The dollar and bond yields were on the back foot while stocks advance on a mix of Yellen’s testimony on inflation, inflation itself and politics. We break down the events and look towards a hot summer. You are welcome to listen,…

Gold and Silver Report for June 12-16

Gold and silver have taken a pause from their rally of the past several weeks. But this pause could end this week as the FOMC plans to raise rates. Although the market is already pricing in the next rate hike,…

Poking Holes in the FOMC and OPEC — MM #146

What is the Fed trying to tell us? Markets are anticipating the Fed decision in June and might be caught wrong-footed. OPEC made its decision and we had a “sell the fact” reaction. But there’s much more inside. We top it off…