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March 18, 2024

Money Supply Signals Equity Correction

BY BILL GRIFFO March 18, 2024Hey Income Hunters, A 25% surge in stock prices in 5 months is an event that has only happened 7 times since the 1930s … This was a point brought up by Bank of America’s Michael Hartnett last week and as you can see in the chart below it raises a real concern…

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March 13, 2024

CPI Hot … 10-Year Auction Not

BY BILL GRIFFO March 13, 2024Hey Income Hunters, The US Treasury issued $39 billion 10-year Treasury securities yesterday but with inflation on the rise, demand for the bonds was weak.  This was not a good day for the Fed and Treasury … They are doing everything they can to keep liquidity flowing into the bond market …  I…

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March 12, 2024

Banks Turn the Heat up on Inflation Big Time

BY BILL GRIFFO March 12, 2024Hey Income Hunters, Not one but two major developments over the past week have put big banks in control of the bond markets …  Banks , once again, are being rewarded even though their mis-management of portfolio risk has hurt the “real’ economy … This is another kick-the-can down the road and it…

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March 6, 2024

BRICS Trade in Renminbi is Fueling the Gold Breakout

BY BILL GRIFFO March 6, 2024Hey Income Hunters, The macro view, although not said much in the US media, is that if China’s economy implodes, the global economy and financial system would implode also. The US would be included in that, especially when you consider this fact … Lehman had an ~$800 billion balance sheet when it collapsed…

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March 4, 2024

Bitcoin All-time New High vs Bonds … Buy More!

BY BILL GRIFFO March 4, 2024Hey Income Hunters, The most important headline I saw this week was this: Fed rate cut seen on track for June even as inflation bumps up | Reuters This comes on the back of a 0.4% January increase in the core personal consumption expenditures price index (PCE) …  PCE is a Fed favorite and it…

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February 28, 2024

Bank Reserves Drop to Crisis Levels

BY BILL GRIFFO February 28, 2024Hey Income Hunters, Flash back: 2007 the housing market is starting to crack …  Ben Bernanke believes the housing market is sound and there is nothing to worry about. In Q4 ‘07 the Case Schiller home price index reported a $205,700 and 1 year later the index dropped to $180,100 and the housing…

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February 26, 2024

Poor Bond Auctions are Added Fuel for Stocks

BY BILL GRIFFO February 26, 2024Hey Income Hunters, Last week’s 20-year Bond Auction results were a disaster considering the following: The yield awarded to bidders was .033% higher, meaning the price was $.50 lower than where the bond was trading at auction … This auction “tail” was the Largest on record for a 20-year auction.Foreign investor demand dropped…

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February 21, 2024

US Debt Spiral Takes Center Stage

BY BILL GRIFFO February 21, 2024Hey Income Hunters, In the late 19th century Alexander Hamilton wrote “National Debt, if not excessive, will be to us a national blessing.”  This was a quote taken from the Jamie Dimon article on how US debt is the “most predictable crisis” in history message … complete story here.    Investors should not underestimate the…

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February 19, 2024

SPX 5000 in Control of Flows (For Now)

BY BILL GRIFFO February 19, 2024Hey Income Hunters, The “tug of war” around the S&P 500 Index (Ticker: SPX) 5000 strike intensified this past week … First of all, as you can see below, the CPI report this week threw a wrench into the powerful 2024 rally … … and secondly a possible resurgence of inflation, may now…

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