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As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market.

Indeed, the top-down secular fundamentals for both the US Treasury market and the value of the US currency is DECIDELY BEARISH, as it pertains to the Debt Black Hole the US has entered.

Oddly enough, Greg has noted a "tight" and intensifying positive correlation between the yield on the US 30-Year T-Bond and the price of Bitcoin.

In fact, the ONLY time BTC (spot futures) has been above $100,000 has correlated with a move in the US 30-Year T-Bond yield above 5%.

Moreover, BTC is breaking out on a long-term trend basis versus the 30-Year T-Bond (price) and has reached a NEW ALL-TIME HIGH versus the Treasury market AND the US stock market, on a Ratio Spread basis.

ONLY Gold is holding firm WITH Bitcoin...precisely as Greg has been highlighting for months.

Find out WHY Greg asks the question, Is Bitcoin the "new" T-Bond, and is Gold the new "US Dollar"?

And find out WHY Greg believes the simple "math" is MORE than the Bond market can handle and could be THE "cause" that drives the Fed into acquiescing to higher inflation, to protect growth and the Bond market.

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At the risk of aging myself, I vividly remember Mad Magazine as a kid, and the goofy, enigmatic, care-free character Alfred E. Neuman.

Alfred was famous for being care-free with the buzz phrase..."What, Me Worry?"

As the Trade War intensifies, I ask, who is "worried" out there?

Well Donald Trump is hoping China is worried. The Donald is hoping that Fed Chair Powell is worried.

But both of these individuals are giving us their BEST "Alfred E. Neuman" imitation.

What? Me, Worry?

Powell can "wait", he is NOT worried.

Xi Jinping can "wait", as he just secured a $400 billion trade surplus windfall, thanks to a pre-tariff BOOM in Exports. There is NO inflation in China. Retail Sales are growing at a near +6% year-year rate. Industrial Production is surging, the Labor market has stabilized, the stock market is NOT plunging like it is in the US, leaving only the deflated Property market (and maybe the Banks) as a potential source of worry.

Bottom line, Xi is NOT "worried".

Trump has tried to bully both Xi and Powell...but neither are worried, and neither has flinched (nor is likely to anytime soon).

The ONLY people who are WORRIED right now...US Consumers, and US Equity market bulls.

This has been bearish for the USD and Stock Indexes...and wildly bullish for Gold and Canadian Gold Mining shares, JUST LIKE I'VE SAID IT WOULD BE since January, and more specifically in the last several episodes of Money, Markets & New Age Investing.

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Stagflation, Supermassive Debt Black Holes, Consumer Cocoons, FOMC Policy, Trump Tariffs, the Financial pop-media, the Stock Market, US Dollar and Gold...Greg "talks" all these topics in this recent interview, hosted by an industry legend, the original Wall Street Whiz Kid, Peter Grandich, one-time agent and money manager to some of New York's most iconic professional athletes, now retired.

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A multitude of macro-monetary storm fronts are converging on the US Dollar and are coming from a variety of directions, putting the US currency on the defensive, and opening the door for a technically significant violation of the multi-year bull market trend.

Indeed, the US Dollar is on the verge of executing a major long-term, secular-trend-reversal to the downside, one that would (will) carry serious, game-changing consequences for ALL major markets, particularly as Germany and France move towards fiscal loosening, debt expansion, and money printing to pay for increased defense spending, driving the EUR sharply higher, and as Eastern European currencies soar on hopes for an end to the Russo-Ukraine War.

Throw in a US consumer who remains in the chokehold of inflation and is ready to "tap out", as Tariff Wars pushes inflation expectations dramatically higher, AND mix-in a mini-meltdown in asset prices linked to Semiconductor sector and Crypto...and BAM, the Perfect Storm is forming!

In today’s episode of Money, Markets & New Age Investing, "The Perfect Storm". I will share with you where you might seek "cover" from the storm!

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In this episode Greg discusses:

The two biggest macro-economic dislocations in US history, as the main secular "themes" for 2025 (and beyond).

The micro-details in the form of the simple mathematics that clearly illustrate and define those two macro-dislocations.

And the markets...what to do! Two specific strategies that anyone can deploy within the stock market to help protect the purchasing power of your money, income and wealth.

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Among several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer:

One) US Consumer cocoon would “harden” amid deflation in “real” Retail Sales.

Two) Consumers would RELY on Credit Cards to “make ends meet,” thus Delinquencies would soar under intensifying financial pressure, thanks to dangerously LOW savings and ZERO “real” wage growth.

Three) A consumer credit crunch would evolve.

BAM, we entered the final phase, so to speak, as the Fed's Consumer Credit data this week revealed a RARE monthly decline in Revolving Credit, which was inevitable, and an “event” I’ve been “anticipating” ALL YEAR!

Throw in some “hawkish” commentary drawn from the FOMC December Meeting Minutes, a stunning mis-read of the ISM Service Sector Survey results, horrific Retail Sales data, and a less-than-met-the-eye Employment Report…not to mention the second largest monthly Import total EVER and resultant BLOW OUT Trade Deficit, at a time when Tariff threats escalate...

...and my “call” for 2025 becomes crystal clear >>> the US has “crossed over” the “Macro-Event Horizon Line” and we are now captive to the inescapable gravitational pull of a Debt Black Hole. This means STAGFLATION and ultimately, more money printing/QE. AKA "monetary debasement in the purchasing power of paper currencies, wealth and income.

In that vein, the bull market in US equity indexes stands directly "in harm's way", as I stated in my most recent podcast (S3 - Ep2). Indeed, this past Friday the market CRACKED.

I discuss ALL of this, in today's podcast.

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By deciding to cut their Fed Funds Policy Rate this past week, amid a renewed rise in CPI price indexes is a clear sign that the FOMC is "acquiescing" to higher general rates of inflation.

Subsequently the US Dollar has broken out to the upside in a big way, which in turn is weighing on US Stock Indexes, Gold along with the entire Metals complex, and even Bitcoin.

What's next for the US economy, the Federal Reserve, the Dollar, and US asset prices?

Greg lays out his outlook, in today's episode of Money, Markets & New Age Investing.

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In Episode One of Season Three of Money, Markets & New Age Investing Greg Weldon defines the new "D.E.I." for the next four years in the US under Donald Trump.

The new D.E.I. is...

...DEBT

...EASY-MONEY

...INFLATION

Hear all about the NEW AGE "trends" and find out what Greg envisions for the markets over the next few months, in Season Three, Episode One, of Money, Markets & New Age Investing!

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