Taylor Report

Looking ahead, financial markets seem to be looking all the way into next week. April is a distant past even if there are a few more day left. Last chance to sell BEFORE May and get out of town. Stay tuned.

S&P 500 is in "funny land." Inflation, stagflation, recession, soft/hard landing is not good for equities. When the mood changes and reality hits, you will wish you were short. So, get short and be patient.

Even if (big if) inflation drops to 3%, interest rates would need to be 5% to have positive returns. Should inflation only drop to 4%.......well, do the math. It ain't bullish.

The Saudis & OPEC are out to hurt the US economically. Wait 'til they turn their sights on the USD. Inflation is not dead. It's paused at an elevated level. The Easter Bunny brings colored eggs & candy, not inflation relief.

Markets are experiencing the calm (and complacency) before the storm. Get ready. The academics won't kill bitcoin. It's driving them crazy, but it's the ultimate "too big to fail."

The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?

Is the Fed bailout (full deposit backstop) of SVB & Signature Bank the first step in taking over the banking system and paving the way for a CBDC (central bank digital currency)?

Inflation is going higher. Interest rates are going higher. I've sat through this movie before (1970's and 1980-81), and it does not end well.

The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?

Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner