Tsunami of Trouble Headed for Banks
Hey There Income Hunter, Banks have been hit with two waves of losses that have already caused the failure of three financial institutions in a matter of weeks. The third wave is coming and it will be a tsunami that will test the strength of the entire banking system. Hear me when […]
Will A Bank Credit Crash Cause A Market Crash?
Hey There Income Hunter, For all the commotion and market fear displayed through the media, S&P 500 Index (Ticker: SPX) opened this week at 3,985 and closed the week at 3,971. So, what is all the fuss about? Well, we as #IncomeHunters understand that the Fed and central banks in the West are playing an […]
Debt Crisis Unleashed This Week
Hey There Income Hunter, We are beginning to witness wild swings in government bonds on a scale we have not seen in decades. The Fed has lost control of the bond market. This is having a dramatic impact on banks and all bond markets that are critical to an orderly functioning of the global financial […]
OXY Macro Analysis
Each week, I’ll give an overview of a stock and Licia Leslie will follow that up with a chart analysis the next day. Bill Griffo will chime in with macro analysis and Andrew Giovinazzi will then finish out the week with a volatility breakdown. Have a stock YOU want us to review? Email my team […]
Powell Better Have His A-Game Today
Hey There Income Hunter, Will Powell lose what if any credibility he has left today? Let’s face it, every leader of a reserve currency central bank had an impossible job at the end of their bank’s 100-year cycle at the helm. Its global trading partners demand the currency in order to settle […]
QE Is Back
The acronym for the Fed’s new Bank Term Funding Program is BTFP. What that should actually stand for is Buy The Frickin’ Pause. Why? Because what the Fed has done is create stealth quantitative easing. Think about this for a second … The Fed will buy bonds from US banks AND […]
Fed QE is BACK!
Hey There Income Hunter, Two Fed policy errors have crushed small banks and forced the Fed to launch a stealth quantitative easing (QE) … Draining money from banks while depositors were pulling funds from them Raising rates too far, and creating $650 billion in unrealized losses at the banks This week, the banking system […]
Buy the Too-Big-To-Fail Banks Now
Hey Income Hunters, Traders should never let a good crisis go to waste … Silicon Valley Bank (Ticker: SIVB) was the 18th largest bank in the US, and in just two days faced a bank run and collapsed. While SIVB did have a solvency problem, it was more about not hedging its interest rate risk […]
Depositor Bailouts Are Just A Bandaid
The Fed Hiking Cycle is on pause now that they have agreed to backstop depositors from losses. This will maintain a bit of stability in the markets but is not a solution. It’s just a bandaid because the regulators are not bailing out the banks, just the depositors … The bottom line is we have […]
The House of Cards Is Beginning to Fall
Don’t say I didn’t warn you … here are just a few of my recent editorials, which are accessible for free right here. Consumers Signal Crash Landing Yellen’s Soft Landing Call is BS Flash Crash Window is Open Powell Has Gone Off the Rails And this is just the beginning … The next couple of […]