Jim Talks Markets

Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.

Wednesday, June 29, 2022

European Inflation Is Squeezing Consumers

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"While German CPI surprises to the downside, Spain's inflation unexpectedly surged to a record 10.2%. The surprise 10 percent readi...

America's Red Hot Economy Has Actually Been In A Recession All Year

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The final read on Q1 GDP is now minus 1.6 percent. Since Q2 will likely be negative too, the Federal Reserve and President Biden will soon b...
Friday, June 24, 2022

High Inflation vs. Financial Crisis

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The Federal Reserve can either bring inflation down to 2 percent, cause a financial crisis, bank failures, stock, real estate and bond mark...
Wednesday, June 22, 2022

A Recession Is Inevitable

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“If you’re still holding out hope that the Federal Reserve will be able to engineer a soft landing in the US economy, abandon it. A recessi...

Millions, Billions & Institutional Buyers

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"I still find the difference between millions and billions to be rather mind-bending. One million seconds is approximately 11 days. One...

Bitcoin: Nothing drops in a straight line

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"Don't get excited about Bitcoin being back above $20,000. 20,000 is the new 30,000. This is just another bull trap. Nothing drops...
Wednesday, June 1, 2022

All This Debt Will Cause A Major Bear Market

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  Before this is over we're going to see the worst bear market in in my lifetime. In 2008 and 2009 we had a bad problem because of too m...
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