The Feed

Another Big Decline Is Ahead

I have been very bearish on stocks for a long time. Too long! Does that make me wrong? Right, but early? I think too early, but I don't...

Aug 29 min read

American investors have had to learn about inflation over the past five years. The last time inflation was big in the U.S. was the early...

Jul 148 min read

Wait. What? I said " Sell the Gold Miners " in early May at Seeking Alpha. VanEck Gold Miners ETF (GDX), a huge ETF for large gold...

Jun 272 min read

Stocks have been in a bull market since bottoming out five years ago, but they are rolling over. I have been cautious for quite some time...

Apr 197 min read

Gold is up a lot in 2025, and I expect it to decline.

Mar 302 min read

Stocks are falling, but it's not clear that a bear market has started.

Mar 105 min read

TIPS look better to me than other bonds and certainly better than stocks. Cash may make more sense, but I sure like the TIPS.

Dec 8, 20244 min read