When Box is EmptyGood morning.
Over the past couple weeks, there have been some rather large bullish bets being made in the options market using SLV and TIP.  These are ETFs that track silver and Treasury Inflation Protected Securities (TIPS).
It’s interesting that inflation fear trades are building at a time when so much malaise is spread over the world.  However, when you consider the amount of stimulative action by the Federal Reserve and the U.S. government, it may not be a mystery at all.

Now here’s the rest of the news:

Worst First Quarter Ever: A Sector Review by Robert Rapier
It’s hard to believe how rapidly the markets have changed since the end of 2019.  Following an S&P 500 return of 8.5% in Q4 2019, the new year began with a lot of optimism.
Add one global pandemic to the mix, and everything has changed.  As it became clear that the COVID-19 pandemic would be extraordinarily disruptive to the markets, they melted down at the fastest rate in history.  Many companies in the S&P 500 are now trading at their lowest valuations in years.

April 07, 2019

Hope to Cope: Stop Negative Thinkin’ in Its Tracks

April 07, 2018

Elon Musk Jokes About Tesla’s Debt – But the Joke Could Be on the U.S.  The U.S. debt is almost a joke at this point, but it’s not a funny one.  Especially since Elon Musk’s April Fool’s joke on Twitter could have some truth behind, revealing a hidden danger lurking in the U.S. debt.

London Fix PM price at week’s end (change over last week):
Gold… $1,337.30 (+1.0%)
Silver… $16.31 (+.2%)

April 07, 2017

In today’ headlines:

Markets have been jumpy in recent days, spooked by all the political craziness at home and abroad.  If you’re looking for safety, I explain why two titans of technology — that’s right, technology — are shelter from the gathering storm.
Let’s first examine the international scene, which would resemble a Saturday Night Live sketch if the stakes weren’t so high.
President Trump’s meeting this week with President Xi Jinping of China hasn’t exactly calmed investor nerves.  Observing the brash American president’s attempts at diplomacy is like watching a man who’s trying to navigate an icy sidewalk.  Potential disaster looms at every faltering step.
Also unnerving traders is heightened saber rattling from North Korea’s President Kim Jong-un, a cartoon-like character with a bad haircut who nonetheless seems intent on getting his hands on a nuclear weapon.

Ouch!

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