Crush the Street

11/04/2024

Did you hear that? It’s the sound of gold and silver soaring while mega-cap stocks stand still. Call it the “reckoning” or just the long overdue catch-up of precious metals, but it’s really just the beginning of a much bigger price move.

Did you hear that? It’s the sound of gold and silver soaring while mega-cap stocks stand still. Call it the “reckoning” or just the long overdue catch-up of precious metals, but it’s really just the beginning of a much bigger price move.

01/04/2024

Will the gold price achieve a weekly, monthly, and quarterly all-time high? That’s where it’s headed right now, and gold holders have a lot to celebrate – yet, the divergence between physical gold and the mining shares may seem baffling and frustrating.

Will the gold price achieve a weekly, monthly, and quarterly all-time high? That’s where it’s headed right now, and gold holders have a lot to celebrate – yet, the divergence between physical gold and the mining shares may seem baffling and frustrating.

13/03/2024

The last thing career politicians need in an election year is an inflation print that doesn’t support the “mission accomplished” narrative. The Bureau of Labor Statistics (BLS) can only massage and suppress the data for so long, and as inflation rears its ugly head, the you-know-what is about to hit the fan.

06/03/2024

Cryptocurrency hardly gets mentioned in the mainstream press until it makes a big price move, and then the pundits come out of the woodwork. They’ll claim to have been bullish on Bitcoin and Ethereum all along, but we’ve actually been recommending crypto for years and have the publications to prove it.

Cryptocurrency hardly gets mentioned in the mainstream press until it makes a big price move, and then the pundits come out of the woodwork. They’ll claim to have been bullish on Bitcoin and Ethereum all along, but we’ve actually been recommending crypto for years and have the publications to pr...

05/03/2024

Just recently, the entire large-cap stock market breathed a sigh of relief when NVIDIA posted 4Q2023 results that smashed Wall Street’s expectations. That’s all fine and well, but it speaks volumes that so much was riding on one company’s results in the first place.
https://www.crushthestreet.com/cts-news/relentless-mag-7-momentum-how-will-this-end

09/02/2024

We certainly can’t blame the market for not taking Federal Reserve Chairman Jerome Powell at his word. After all, dollar inflation was never “transitory,” and the American middle class has experienced pain even if Powell wants to deny it.

We certainly can’t blame the market for not taking Federal Reserve Chairman Jerome Powell at his word. After all, dollar inflation was never “transitory,” and the American middle class has experienced pain even if Powell wants to deny it.

31/01/2024

When Tesla CEO Elon Musk voices his opinion, the world listens. After all, he’s one of the world’s wealthiest individuals and, of course, he knows a thing or two about the electric vehicle market.

When Tesla CEO Elon Musk voices his opinion, the world listens. After all, he’s one of the world’s wealthiest individuals and, of course, he knows a thing or two about the electric vehicle market.

25/01/2024

Already, 2024 is shaping up to be the Year of the Great Disconnect. Sure, there’s a widening disconnect between the wealthy .1% and the rest of us, but that’s been the case for a very long time. This year, the disconnect to keep an eye on is the one between market sentiment and economic realities.

Already, 2024 is shaping up to be the Year of the Great Disconnect. Sure, there’s a widening disconnect between the wealthy .1% and the rest of us, but that’s been the case for a very long time. This year, the disconnect to keep an eye on is the one between market sentiment and economic realitie...

15/01/2024

The pro-crypto movement is winning, and it’s really just the beginning. A calendar year of catalysts is already underway in 2024 for cryptocurrency holders around the world, but smart money knows that the best is yet to come.

The pro-crypto movement is winning, and it’s really just the beginning. A calendar year of catalysts is already underway in 2024 for cryptocurrency holders around the world, but smart money knows that the best is yet to come.

15/01/2024

Santa Claus gave bigger and bulkier gifts than usual last year while bestowing outsized gains to practically any index fund investors and adding extra window dressing to fund managers’ full-year financials. It felt euphoric while it was happening, but investors now have to weigh the implications of a less-than-ideal risk/reward balance.

Santa Claus gave bigger and bulkier gifts than usual last year while bestowing outsized gains to practically any index fund investors and adding extra window dressing to fund managers’ full-year financials. It felt euphoric while it was happening, but investors now have to weigh the implications o...

27/12/2023

Is it seasonality, or just window dressing for fund managers to post year-end gains for their clients? Either way, Santa Claus arrived early and brought outsized stock-market returns for investors in December, irrespective of whether they were naughty or nice in 2023.

Is it seasonality, or just window dressing for fund managers to post year-end gains for their clients? Either way, Santa Claus arrived early and brought outsized stock-market returns for investors in December, irrespective of whether they were naughty or nice in 2023.

14/12/2023

It’s a cycle that never ends. Inflation rears its ugly head, then the Federal Reserve beats it into submission with quantitative tightening (QT) and interest rate hikes. Next, inflation subsides with or without the Fed’s help, after which the central bankers can declare “Mission accomplished.”

It’s a cycle that never ends. Inflation rears its ugly head, then the Federal Reserve beats it into submission with quantitative tightening (QT) and interest rate hikes. Next, inflation subsides with or without the Fed’s help, after which the central bankers can declare “Mission accomplished.....

29/11/2023

The Federal Reserve is done hiking interest rates and will definitely flip to rate cuts in next year’s first half – or at least, that’s what the market has assumed and priced into large-cap stocks. Now, the burden falls upon the stock buyers to justify their optimism. It’s a heavy burden, given the actual facts and circumstances.

The Federal Reserve is done hiking interest rates and will definitely flip to rate cuts in next year’s first half – or at least, that’s what the market has assumed and priced into large-cap stocks. Now, the burden falls upon the stock buyers to justify their optimism. It’s a heavy burden, gi...

20/11/2023

Like an overeager neighbor who puts up his front-lawn Christmas lights in September, the market is too early and too eager in celebrating an apparent victory over inflation. In contrast, prudent investors should look at what the Federal Reserve is actually saying and doing instead of just assuming that Santa’s coming early this year.

Like an overeager neighbor who puts up his front-lawn Christmas lights in September, the market is too early and too eager in celebrating an apparent victory over inflation. In contrast, prudent investors should look at what the Federal Reserve is actually saying and doing instead of just assuming t...

07/11/2023

Many of my readers are in celebration mode now that the gold price has broken above the crucial $2,000 resistance level. This could easily be the start of a much bigger rally since other commodities have had their breakout moments and it’s finally gold’s turn to shine.

Many of my readers are in celebration mode now that the gold price has broken above the crucial $2,000 resistance level. This could easily be the start of a much bigger rally since other commodities have had their breakout moments and it’s finally gold’s turn to shine.

31/10/2023

From a technical and psychological standpoint, $2,000 is a make-or-break level for the gold price right now. That’s how it seems to short-term traders, at least, but the case for owning gold has never been about short-term concerns.

From a technical and psychological standpoint, $2,000 is a make-or-break level for the gold price right now. That’s how it seems to short-term traders, at least, but the case for owning gold has never been about short-term concerns.

17/10/2023

You can’t make this stuff up, folks. I’ve been watching events unfold around the world and pounding the table for gold all year long. I told people that gold’s recent dip to $1,800 wouldn’t last long. Now, gold is heading higher, and everybody wants to jump on board.

You can’t make this stuff up, folks. I’ve been watching events unfold around the world and pounding the table for gold all year long. I told people that gold’s recent dip to $1,800 wouldn’t last long. Now, gold is heading higher, and everybody wants to jump on board.

04/10/2023

With the gold price settling at its lowest level since March, there’s little appetite on Wall Street for hard assets lately. Indeed, we’re seeing the opposite of FOMO – you might even call it “SLOW-MO” or “NO-MO.”

With the gold price settling at its lowest level since March, there’s little appetite on Wall Street for hard assets lately. Indeed, we’re seeing the opposite of FOMO – you might even call it “SLOW-MO” or “NO-MO.”

26/09/2023

Remember how the “strong consumer” was supposed to save the economy in 2023? That narrative isn’t working out too well now with high gas prices ($6 per gallon in California!) boosting inflation and shoppers reflexively closing their wallets and purses.

Remember how the “strong consumer” was supposed to save the economy in 2023? That narrative isn’t working out too well now with high gas prices ($6 per gallon in California!) boosting inflation and shoppers reflexively closing their wallets and purses.

18/09/2023

If there’s one word that would sum up today’s financial market conditions, it would be indecisive. Large-cap stocks have been chopping around – one day up, the next day coughing up the gains – as traders weigh a slew of problems and prophesies.

If there’s one word that would sum up today’s financial market conditions, it would be indecisive. Large-cap stocks have been chopping around – one day up, the next day coughing up the gains – as traders weigh a slew of problems and prophesies.

05/09/2023

As usual, applying linear, common-sense logic to the financial markets will only fray your sanity. At any given moment, bad news can be good or bad for stocks and other assets. The only way to make sense of it all is to apply Charlie Munger’s principle: “show me the incentive, and I’ll tell you the outcome.”

As usual, applying linear, common-sense logic to the financial markets will only fray your sanity. At any given moment, bad news can be good or bad for stocks and other assets. The only way to make sense of it all is to apply Charlie Munger’s principle: “show me the incentive, and I’ll tell yo...

21/08/2023

The Federal Reserve’s function is to protect the U.S. economy and the best interests of American consumers, savers, retirees, and investors – or at least, that’s what the elite Fed officials would certainly like you to believe. As always, however, career politicians and central bankers are continuing the long-standing tradition of blurring the lines between myth and reality.

The Federal Reserve’s function is to protect the U.S. economy and the best interests of American consumers, savers, retirees, and investors – or at least, that’s what the elite Fed officials would certainly like you to believe. As always, however, career politicians and central bankers are con...

11/08/2023

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” That quote from Sir John Templeton is older than any of us living today, but it’s as relevant in today’s market landscape as it’s ever been.

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” That quote from Sir John Templeton is older than any of us living today, but it’s as relevant in today’s market landscape as it’s ever been.

03/08/2023

Stock investors are yearning for earnings, and they’re getting a mixed bag of data for the pundits to feast upon. The majority of mega-cap companies are “beating” earnings, which begs the question of whether these corporations are actually thriving, or maybe the bar has just been set too low.

It’s that time again. Stock investors are yearning for earnings, and they’re getting a mixed bag of data for the pundits to feast upon. The majority of mega-cap companies are “beating” earnings, which begs the question of whether these corporations are actually thriving, or maybe the bar has...

24/07/2023

Are U.S. consumers getting a much needed break from high prices? Most people would look at their grocery and electric bills and say no, it’s just as bad as ever. As usual, however, the government paints a different picture with bright and sunny inflation numbers.

Are U.S. consumers getting a much needed break from high prices? Most people would look at their grocery and electric bills and say no, it’s just as bad as ever. As usual, however, the government paints a different picture with bright and sunny inflation numbers.

13/07/2023

What’s the true price of getting costs down? It’s a question that should be top-of-mind in the equities market, but the bears and short-sellers have been frustrated month after month as short-term investors continue to climb the wall of worry.

What’s the true price of getting costs down? It’s a question that should be top-of-mind in the equities market, but the bears and short-sellers have been frustrated month after month as short-term investors continue to climb the wall of worry.

05/07/2023

The dollar’s on the ropes, but the perma-bulls will always hope and cope. Nothing in the data – which is provided by the same government that promulgates print-and-spend policy – is positive for the U.S. dollar. Yet, the spin doctors are relentless even if their arguments have more holes than Swiss cheese.

The dollar’s on the ropes, but the perma-bulls will always hope and cope. Nothing in the data – which is provided by the same government that promulgates print-and-spend policy – is positive for the U.S. dollar. Yet, the spin doctors are relentless even if their arguments have more holes than ...

22/06/2023

History shows that no currency is meant to dominate forever. The almighty U.S. dollar is no exception, and recent signs point to a movement – not only in China but from multiple world powers – to dethrone the dollar as the reserve currency of the world.

History shows that no currency is meant to dominate forever. The almighty U.S. dollar is no exception, and recent signs point to a movement – not only in China but from multiple world powers – to dethrone the dollar as the reserve currency of the world.

12/06/2023

Patience pays, but waiting can be costly. Two of the summer’s most impactful events are coming up this week, and chasing commodity prices after the fact won’t be nearly as profitable as anticipating the trends before they happen.
https://www.crushthestreet.com/cts-news/have-your-silver-ready

05/06/2023

History repeats itself if we don’t learn from it. Patriots know that America is the greatest country in the world, but greatness must be maintained. It will require more than hope and prayers to prevent this great country from repeating the famous collapse of another dominant nation-state.

History repeats itself if we don’t learn from it. Patriots know that America is the greatest country in the world, but greatness must be maintained. It will require more than hope and prayers to prevent this great country from repeating the famous collapse of another dominant nation-state.