Money, Markets & New Age Investing

Send us Fan Mail The talking heads in the pop-media covering both the financial markets and political scene are CELEBRATING an (alleged) victory in the Iran War with the signing of the MOU and talking about Gasoline prices collapsing back to $2 a gallon. Politicians and market pundits are suggesting that the upside acceleration in Gasoline prices is DEAD…thus, the upside acceleration in US CPI/PCE...

Send us Fan Mail In today's podcast, Greg tackles the GLOBE, from Europe to the US to Asia, to show how stagflation is intensifying amid a further tightening in global monetary conditions, and an appreciation in the US Dollar, as Central Banks are lining up to hike official short-term interest rates, and credit conditions are becoming dangerously "tight". Against this backdrop susta...

Send us Fan Mail Stagflation Reigns! Six days of horrifically WEAK macro-economic data in the US, particularly in the Labor Market report from the BLS, and ISM Service Sector Survey, in tandem with a new and broadening upside acceleration in CPI price inflation, offers HARD EVIDENCE that price inflation will be a dagger in the back of Consumer final demand growth, which will lead to a cocooning co...

Send us Fan Mail The US FOMC is playing the ole Shell Game with this past week's "SEP"! Where is the Pea? (AKA US Consumer Final Demand Growth) Shell One:  Inflation NO HIGHER than 3% this year, 2.5% in 2027, and 2.2% in 2028. Shell Two:  Nominal GDP Growth of +5.2% in 2027. Shell Three:  NO Change in Unemployment Rate 4.4%, same in 2027 and 2028 (but maybe on tick higher to 4.5%),...

Send us Fan Mail Last year was a HIGHLY profitable year for us...in my CTA performance, the results from following the recommendations in the Global-Macro Strategy Report, my market research business...and in terms of the advice I offered YOU, right here, in my podcast. But in this business the ONLY question is...what is next? What are you going to do for me now? Indeed, I have answers, and start...

Send us Fan Mail The premiere episode for season FOUR of "Money, Markets & New Age Investing” is a MUST LISTEN! Greg notes FIVE KEY "tipping points" that have ALL pushed past their "stabilization angle". The tipping points are now TIPPED! The Age of Polarization is continuing to intensify, and 2025 is just a PREVIEW of what's to come in 2026. Today, Greg shares hi...

Send us Fan Mail The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this mont...

Send us Fan Mail In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”! BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC. Jerome Powell is a monetary PURIST and thus, beyond Employment and Infla...

Send us Fan Mail In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes": -- Consumer Cocoon/Credit Crunch -- Fed Acquiescing to Higher Rates of Inflation -- Yield Curve Steepening -- US Dollar Depreciation and Geo-Political Realignment -- Rotation of Wall Street Money into Precious Metals Mining Shares Indeed...

Send us Fan Mail In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???" The answer is simply physics, and a study of "stabilization" and "rotational angles", and the phys...

Send us Fan Mail The current macro-economic “narrative” is as follows: 1.      The Consumer remains "strong", with a "healthy" Balance Sheet 2.      The Labor Market remains "solid."  In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer r...

Send us Fan Mail 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...

Send us Fan Mail 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 Po...

Send us Fan Mail 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 profession...

Send us Fan Mail 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 woul...

Send us Fan Mail 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...

Send us Fan Mail 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 ZE...

Send us Fan Mail 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&a...

Send us Fan Mail 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, o...

Send us Fan Mail Vladimir Lenin once said...  "The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation." While there is controversy as to whether it was in fact Lenin who said that, or the legendary economist John Maynard Keynes, who attributed that line to Lenin following an interview he conducted with the Russian leader...the fact is simple, t...

Send us Fan Mail The "Twin Towers" are gone, but never forgotten. Greg worked in Four WTC for several years, and in the adjacent World Financial Center as well, so it is with all humility and respect that he discusses the macro-economic version of the "Twin Towers", because they are back, standing taller than ever, and putting the US Dollar in harm's way. Greg speaks to th...

Send us Fan Mail It's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", following yet another in a string of EXCEPTIONALLY WEAK economic data, culminating in a nightmarish Employment Situation Report on Friday from the BLS. Greg di...

Send us Fan Mail In Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Jack Schwager, author of the must-read and top-ten all-time financial market book, "Market Wizards". Yes, Greg has received permission from Jack to share excerpts...

Send us Fan Mail There was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts: Fact -- the US consumer is cocooning, cutting back discretionary spending amid a depletion of savings, maxed-out credit cards, and "real" wages that barely keep pace with (still high) inflation. "Real" (inflation adjusted, in dollar terms) Reta...

Send us Fan Mail First, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the markets we are currently involved with, Financials, Utilities, Consumer Staples and Utilities along with the US Dollar, Gold, Silver, Platinum, Copper, Base Metals, Uranium, Natu...