Category: Opinion

As good As It Gets? – US Economy Edition — MM #154

We’re back from our vacation and we tackle the US economy given the recent data. Is it good enough? We tackle recent events before previewing the next ones. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. US economic indicatos:…

Draghi Dud and the Petrol Pendulum — MM #153

The euro is at record levels and Draghi couldn’t stop it. We then move to the changes in oil markets and the current pendulum swing. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Draghi’s failed dovishness: The…

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,…