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From a fundamental perspective, the economy is weakening which will create more downward pressure for stocks.

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-Fed Taper Talk Continues -As We Predicted the “Transitory Inflation” Narrative is Changing -Narrative Had to Change; Producer Price Index Measure of Inflation Hits New Record High, Evidence of Inflation Everywhere Worldwide -Even Fed Loyalists Are Questioning the Fed -The Real Economy is Contracting -The Real Estate Market Is Beginning the Collapse -Stocks Look Suspect

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Stocks rallied last week although, as I noted last week, technically speaking, stocks look weak.

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-Attention to alleged Fed Insider Trading Heats Up -Four Threats -Will Evergrande be the Lehman Moment of 2021? -Poor September Jobs Report -Is the Crypto Czar Coming? -Crude Hits 7-Year High -Inflation and the Economy

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Stocks, by my analysis, weakened even more last week. The first four trading days of the week were negative followed by a nice rally on Friday. Despite the rally, technicals in the stock market are breaking down by my measure.

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Is the Roth IRA on the Chopping Block?

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According to the Investment Company Institute, at the close of the first quarter of 2021, the total assets held in retirement accounts in the United States was $35.4 trillion. Given that the ‘official’ national debt is approaching $30 trillion, if politicians could get their hands on the retirement account assets, the nation’s fiscal problems could be solved, if only temporarily.

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Perspective: “Economic Consequences” book prediction Deflationary development– Evergrande Inflationary development – Near record CPI increase YOY Deflationary development – Bubbles continue to extend Inflationary development – World governments react to rising food prices predictably, the end result will fail

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Worldwide debt is at record levels. When the currency creation stops or slows, I expect to see an ugly deflationary environment emerge as the debt is purged from the system.

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The link between production and currency | Debt continues to build | Inflation continues to intensify | Evergrande – A Chinese Lehman moment? | Jim Rickards – A New Great Depression?

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