- Producer Prices are on Pace for 9.3% Increase this Year

- Consumer Price Index on Pace for 6.6% Increase this Year

- My Personalized CPI Basket Measures 19.7% Inflation Y-o-Y

- Clorox CEO Says Company is Holding Off on Price Hikes Until Inflation Proves Not to be Transitory/Will Pass Prices Onto Consumers if PPI Continues to Rise

- Inflation is the Main Concern on Earnings Calls for All Major Publicly-Traded Companies

- Freight Rates are Up 27% Y-o-Y

- The Bond Market Cannot be Used to Signal Inflation because of the Fed

- Litecoin Pump & Dump Exposes the Scam that is All Crytpo

- August Non-Farm Payroll Misses by 500,000 Jobs Even as Hourly Earnings Increases

- Biden's Presidency Has Been a Complete Disaster

- There is $3 Trillion Baked in the Pipeline for Federal Spending

- El Salvador Purchases $10 Million of Bitcoin, Losses 15% Immediately

- The Fed Cannot Taper with All of the Government Spending Planned for the Fall

- Consumer Spending Would Collapse if the Fed Allowed Rates to Rise

- The Federal Reserve Will Always Try to Protect Consumer Spending and the Wealth Affect

- Brent Johnson Describes the Current Sentiment as 'The Bull Market of Certainty'

- Cathie Wood v. Michael Burry / Inflation v. Deflation / Transitory v. Non-Transitory / Boom v. Bust / Bubble v. Sustainable Growth

- This is the time to be uncertain and implement a barbell investment strategy

- Powell More Dovish than Ever at Jackson Hole Despite General Consensus 

- The Fed Cannot Shrink its Balance Sheet Because of the Economic Implications of the Labor Market

- The US Financial Markets are in the Biggest Speculative Bubble Mania in History

- The US Will Face Several Economic Headwinds in the Fall, Including the Conflicts in Afghanistan and the Damage from Hurricane Ida

- FOMC Minutes Release Shows The Fed is Still Unwilling to Slow Down Asset Purchases

- To Fight Inflation the Fed Will Need to Not Only Shrink Their Balance Sheet, But Raise Interest Rates

- Before Shrinking Their Balance Sheet, They Have to Stop Expanding It

- Retail Sales Declined Sharply in July

- Business Inventories are Increasing as Businesses Begin to Hedge Inflation

- The Fed Will Be Able to Use Covid Case Resurgence and Slowing Consumer Sales to Justify Not Fighting Inflation

- Palantir Buys $50 Million in Gold to Hedge Inflation

- Tesla Facing Consumer Fraud Concerns

- Robinhood On Pace for $2 Billion Net Losses Over Next 12 Months

- My Take On the Afghanistan Situation

- Consumer Confidence Hits Lowest Level Since 2011

- Markets Now Expect the Fed Will Not Taper In the Near Term Future

- Import Prices Increase Along with Federal Budget Deficit

- PPI vs CPI Shows Businesses Still Hanging on to Transitory Inflation Narrative

- GDP Inaccurately Captures Real Economic Growth

- The Gold Standard Ended 50 Years Ago

- Americans Have Benefited from Leaving the Gold Standard to Foreigners Detriment

- Money Printing Has Ended in Economic Misery Wherever its Been Tried in World History

- Fed Balance Sheet Increases to $8.235 Trillion 

- Markets are Still Fully Risk On 

- Gold Traders are Getting Impatient / Gold Mining Stocks Way Oversold 

- The US Debt Clock Shows Our Government is Insolvent  

- The US Economy is a House of Cards 

- Government Jobs Hurt the Economy  

- USD to Gold Ratios are 1522% Higher than they were in the 1970s 

- Biden Extends Student Loan Moratorium

- July Non-Farm Payroll Strong on the Surface, Incredibly Weak Overall 

- Supply Chains and Manufacturing Still Not Adding Jobs 

- Non-Farm Payroll Makes the US Markets Believe the Fed Will Soon Taper 

- Official Unemployment Rate Not Far from 2018 Lows 

- CNBC Analysts Continue to be Oblivious to Inflation Problems 

- Stanley Druckenmiller Knows that the Fed Can't Raise Interest Rates 

- Jackson Hole FOMC Meeting Quickly Approaching as Inflation Continues to Ramp Up

- The housing market is experiencing supply and demand mismatches  

- The demand for homebuying is short-term and driven by low interest rates along with the wealth affect 

- Austrian Economics is based on the principle that economic growth is driven by savings and capital investment 

- Keynesian Economics is wrong in that it assumes economic growth is derived from consumer and government spending 

- US T-bonds have higher nominal interest rates compared to bonds from other developed nations 

- US T-bonds have much lower real yields compared to other bonds when accounting for USD inflation 

- Biden asking states to extend rent moratoriums and use federal funding to bail out landlords

- Big Tech Continues to Post Exploding Revenues 

- Powell Turns More Dovish After July FOMC Minutes 

- Our Economy is 100% Reliant on Consumer and Government Borrowing 

- All Markets are Interrelated and Bound by Interest Rates 

- The Fed Cannot Fight Inflation 

- Robinhood IPO Will Mark the Top for Meme Stocks 

- Bitcoin Went Through a Sucker's Rally Earlier this Week 

- China Regulatory Risk is Outweighed by US Regulatory Risk 

- Elizabeth Warren Skipped Econ 101 

- Senate Votes in Bi-Partisan Agree for Infrastructure Bill and More Debt

- In this episode Angel Castro and I share our thoughts on the current housing and overall real estate market in a post-Covid-19 world.