Inflation Is A Big Threat

Those who think inflation isn't a threat and the Federal Reserve will stay loose are wrong. Those who think inflation is a threat and the Federal Reserve will tighten are wrong. Inflation is a bigger threat than the latter thinks, but the Federal Reserve will ease further to support asset prices and consumption.

Also exploding federal budget deficits, and a new housing bubble, leaves both the public and private sector extremely vulnerable to rising interest rates. So as inflation expectations push rates up, the Federal Reserve will crank up QE to push them back down to prevent a financial crisis.

High Inflation Is Bullish For Gold, Bearish For Nasdaq Stocks!

While high inflation is very bullish for gold, historically it has been very bearish for high-multiple growth stocks. Instead of dumping their gold and gold mining stocks due to rising inflation and higher bond yields, investors should be selling NASDAQ stocks.

Cryptos: There's No Substantive Difference Between Bitcoin and Dogecoin

All of those Bitcoin bugs, like Novogratz criticizing Elon Musk for promoting Dogecoin can't see the irony that there is no substantive difference between Bitcoin and Dogecoin. In fact, Dogecoin, despite its being started as a joke, is arguably the superior crypto currency!