PALLADIUM SHORT SQUEEZE!!!

I know just enough about the palladium market to get myself into some serious trouble - which means, I don’t know much. But this morning, the popular trader Kid Dynamite tweeted about a surprising development in the palladium futures market....

IT'S ALWAYS JUST A QUESTION OF PRICE

One of the biggest pushbacks about my theory that inflation is the real worry for the markets, not deflation, is the argument that there is no demand for credit, and therefore, inflation will never be able to take root. There...

BURIED UNDER THE HEADLINES

This morning’s big news is the Chinese announcement they would they would buy more US Treasuries as the Yuan stabilizes. From Bloomberg: China is prepared to increase its holdings of U.S. Treasuries under the right circumstances, as officials judge the...

BETTING AGAINST HISTORY

It’s another of those days. The S&P 500 closed the week at an all time high, and although you would think everyone would be feeling good about it, the rally has brought about more angst than pleasure. Turning on your...

GDXJ'S EPIC REBALANCE

Do you remember the opening scene of the movie Trainspotting? Renton tries to give up heroin. He decides to kick his junk habit cold turkey, and boards himself in his room. Even before he starts to feel the symptoms of...