Rebel Capitalist News

Interest rates are surging, and the analysis digs into what’s driving these sudden moves. A critique of CNBC's sensational headlines prompts a discussion on America's economic resilience. George explores market reactions, arguing that stock drops are likely temporary. He introduces a steepener trade strategy as a hedge against rate fluctuations. Additionally, insights into Japan's bond market challenge conventional narratives about debt and inflation. The conversation wraps up with the implications of geopolitical risks on gold and silver.

A deep dive into Jerome Powell's alleged criminal investigation raises eyebrows. The contrasting media narratives highlight how outlets frame the story differently. From examining the Fed's limited control over long-term interest rates to debate on Powell's pandemic policies—was inflation driven more by supply shocks? Plus, insights on market reactions, insider trading claims, and the potential merger of the Fed with Treasury are explored. Will Powell resign or stand firm amidst increasing political pressure?

The latest U.S. jobs data reveals troubling trends beneath the surface. A headline increase of 50,000 jobs is weak for a large population, as the unemployment rate drops due to declining labor force participation. Long-term unemployment and underemployment are on the rise, raising concerns about demand. Notably, revisions show significantly fewer jobs added in previous months, highlighting hidden weaknesses. Additionally, the disconnect between strong GDP growth and poor job revisions poses questions about the economy's future.

Discover Trump's bold new housing proposal aimed at banning large investors from buying single-family homes. Delve into the debate on whether this move is a form of central planning. Explore the implications of the 'seen and unseen' economic framework and consider whether investor purchases truly drive up prices. Unpack how supply shortages and high input costs are critical factors in the housing market. Finally, learn why increasing market freedom might be the most effective long-term solution for addressing housing issues.

Delve into the intriguing geopolitical strategies as Trump targets Venezuela, primarily driven by oil and limiting China's influence. The conversation reveals alarming implications for prediction markets, with increased risks for Panama and Greenland too. George highlights Trump's growing comfort with military force and questions the legal ramifications of such interventions. Tensions with Colombia and its unpredictable dynamics further add layers to this discussion. Ultimately, there's a call for vigilance in defending freedom amidst these developments.

Dive into the explosive rise of silver prices as George discusses his past missteps in favor of gold. He analyzes recent market trends, highlighting a parabolic move and key technical patterns. Explore the speculative rotation from crypto to silver and the fundamental drivers behind the current rally. George contrasts gold's long-term stability with silver's short-term volatility. He shares a rules-based approach for managing silver positions while providing insights on when to buy or sell. The conversation wraps up with considerations for new investors eyeing silver.

The discussion kicks off with silver hitting an all-time high, sparking excitement for investors. Insights into George's preference for gold over silver reveal macroeconomic concerns. A contrast emerges between value investing and momentum strategies, with recommendations for optimal buying times in silver cycles. The importance of using diverse trading tools is emphasized, along with a cautious outlook on market bubbles. Lastly, predictions about silver hitting $75 or $100 are explored, leaving listeners pondering the next steps.

In this discussion, George Gammon dives into the concerning revisions of job data, highlighting a staggering October revision and climbing unemployment rates. He draws parallels between current payroll declines and historical recession signals. Notably, Powell's insights about overstated jobs and the impact of falling oil prices showcase economic fragility. With industries like transportation and hospitality feeling the heat, Gammon questions the narrative of a resilient economy and discusses the significance of upcoming CPI data.

The discussion kicks off with a deep dive into the plummeting value of MicroStrategy and its link to Bitcoin's decline. George shares his past trading strategies highlighting the volatility of MicroStrategy shares. He examines the impact of shifting risk appetite in broader markets, and raises concerns about forced selling due to stock declines. Additionally, the effects of tariffs on demand and import prices are dissected, alongside insights on labor market trends and their implications for economic growth. MicroStrategy's struggles are framed as a warning sign for the entire economy.

Dive into the hidden truths behind the Fed's quantitative easing as George Gammon explores its recent actions and market reactions. Discover the mechanics of interbank settlements and how today's reserves stack up against 2006. He analyzes daily Fedwire volumes to question the legitimacy of massive reserves and discusses oil prices as indicators of inflation. Finally, Gammon shares an actionable investing framework, guiding listeners on navigating the uncertainties of QE's impact on wealth.