Bill Taylor - search results

First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summer mode is setting in.

Oh, the debt ceiling talks? It's like going to Vegas and playing roulette. Black or red, odd or even. U.S defaults.....markets sell off. Debt ceiling agreement.....markets rally.

The Fed is still taking money out of the economy. Credit tightens, real estate suffers, defaults increase and reality sets in. Things are going to get worse. Be prepared.

The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial and residential. Lots of pain coming.

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?