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The disparity in price between physical metals and the spot price of metals has always existed but has been growing of late; just one phenomenon that exists due to the artificial economy created by fed policies over the past decade-plus.

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Accumulating margin debt can drive stock prices higher and declining levels of margin debt can forecast a stock price decline.

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When inflation first became a topic of conversation, I stated my view that unless we saw real positive, net interest rates, inflation would not be controlled.

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The Federal Reserve will reverse course and begin to pursue loose money policies again reducing interest rates and once again engage in quantitative easing.

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Ultimately, we will not avoid a deflationary event that will be unlike anything any of us have ever seen.

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Inventories of ‘spec’ houses are now at the highest level since 2008 which saw the worst of the Great Financial Crisis

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Layoffs are intensifying, the last inflation report was not promising, the stock market is reacting negatively and many retirees are thinking about going back to work. Seems to define a stagflationary recession doesn’t it?

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There is a lot going on globally that will, in my view, create some additional headwinds for the US economy moving ahead.

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Regardless of what you call it, a recession is here in my view. And the data suggests it will get worse before it gets better.

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Real estate is now at the beginning of a decline that will rival the plunge in prices experienced at the time of the Great Financial Crisis.

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