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With only the exception of the US Dollar, every market we analyze here in “Portfolio Watch” was negative last week.

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While it’s entirely possible that this profligate money creation continues for a period of time, history teaches us that the ultimate destination at which we will arrive as a result of this policy is known. Inflation followed by deflation is now an almost certain outcome.

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Is this the “Everything Bubble”? Past radio program guest, Mr. John Rubino, made a great case that we are now experiencing a bubble, unlike any bubble we’ve experienced historically. I have long been stating the same thing, pointing at stocks, bonds, and real estate in particular.

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To say there is a lot going on in the world of finance, investing and economics would be a severe understatement.

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The February issue of the “You May Not Know Report” digs into the idea of a pattern that has repeated itself many times historically. This week, I wanted to give you a preview of what you’ll see in detail in the February report; it’s very relevant to where we are presently economically.

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Have you ever heard of a ‘crack-up boom’? You may want to get familiar with the term and what it means before you experience it.

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Cryptocurrencies are making headlines of late. However, it's tangible assets that billionaires buying today to protect themselves from inflation.

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Stocks advanced last week while precious metals pulled back.  US Treasuries fell hard as yield increased and the US Dollar was marginally stronger as measured by the US Dollar Index.

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Stocks and precious metals rallied going into year-end last week.  The US Dollar continued its decline. Stocks remain overbought although they can remain overbought for quite a long period of time.  Fed policy remains extremely accommodative and a continued rally in stocks and metals is possible due to money creation.

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The Federal Reserve’s balance sheet began the calendar year 2020 at $4.2 trillion; it’s now $7.3 trillion and growing. Should the recently passed spending package become reality, add another couple trillion, give or take, to that total.

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