by Lance Roberts
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A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
The post Fitzpatrick: Soros CEO & CIO Warns of a Reckoning appeared first on RIA.
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USD Stablecoins And The Rebasement Of The US Dollar
2026-03-06
The “fiat is dying” argument has become a catchphrase narrative among digital asset bulls, gold bugs, and cryptocurrency advocates. That narrative’s core is that central banks have printed vast amounts of money. The “money printing” has led to currency debasement and rendered the U.S. dollar obsolete. We discussed this “debasement” narrative previously. The narrative is …
The Reflation Narrative
2026-02-06
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I discussed at our recent 2026 …
Jobs Data From Alternative Sources May Drive Fed’s Next Move
2025-12-05
With the federal government shutdown delaying critical economic reports, the official jobs data remains incomplete. Last week, the Bureau of Labor Statistics (BLS) released the September jobs report. However, the October report, originally expected earlier this month, remains in limbo, potentially permanently. The reason is due to the shutdown, as the BLS was unable to …
“Money Printing” By The Fed: Fact Or Fiction?
2025-11-07
I recently penned an article on “Money Supply Growth,” which elicited a very thoughtful response from Garrett Baldwin via Substack. He argued that labeling Federal Reserve operations as “money printing” is not rhetoric, but rather a reality. He points to Ben Bernanke’s 2010 interview, where Bernanke described how the Fed marks up digital accounts. But …
Corporate Profits: A Reading Without Rose-Tinted Glasses
2025-10-10
If you want to understand where we are in the cycle, skip the noise and follow profits. Corporate profits are the lifeblood of investment, hiring, and market returns. Crucially, linkage to the real economy is very tight. In the national accounts (NIPA), the BEA’s “profits from current production” (with inventory valuation and capital consumption adjustments) …
Promised Recession…So Where Is It?
2025-10-03
Over the past three years, the economic conversation has been a “promised recession.” If you read the headlines, tracked economist surveys, or even listened to Wall Street strategists, you would have assumed a downturn was imminent. Many investors, bloggers, and YouTubers have had a “parade of horribles” promising a recession is just on the horizon.The logic was …
Slowdown Signals: Are Leading Indicators Flashing Red?
2025-09-26
Lately, there’s been a growing sense of confidence among investors that the U.S. economy has dodged the proverbial bullet. Despite a historic rate-hiking cycle by the Federal Reserve, two years of stubborn inflation, and signs of strain in global trade, the dominant Wall Street narrative is now a curious mix of “soft landing,” “no landing,” …
Data Centers And The Power Grid: A Path To Debt Relief?
2025-09-19
Could data centers and the power grid be America’s next “renaissance?” With the U.S. national debt exceeding $37 trillion and interest payments surpassing defense spending, many articles have been written about the “debt doomsday” event coming. Such was a point we made in “The Debt and Deficit Problem.” “In recent months, much debate has been …
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