Monthly Archives: October 2022

Fed Jump or Fed Dump?

Posted on October 29, 2022 by johnonstocks

I usually try to avoid talking about the Fed because every podcast I hear includes speculation about their thinking and what they will do next. I just like to view the meetings as a potential catalyst and move on. How … Continue reading →

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Volatile times

Posted on October 22, 2022 by johnonstocks

I figured I’d start with this TLT chart I posted on Twitter this week, noting that it went from 120 up to 180 down near 90 in less than 3 years. This is an ETF of 20-30 year US treasuries, … Continue reading →

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Why I’m sticking with Mining Stocks in these frustrating times

Posted on October 15, 2022 by johnonstocks

There’s a lot to be frustrated about right now. Cost of living is soaring in every arena. Whatever meager wage gains most people achieve fell vastly short of the CPI, which clearly understates the costs of basic needs. Politicians seem … Continue reading →

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There’s Something Rotten in the State of JOLTS

Posted on October 9, 2022 by johnonstocks

We have heard the narrative of the extremely tight labor market for well over a decade now, with the number of job openings vastly higher than the number of job seekers. This one statistic has been used time and time … Continue reading →

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Cracks Emerge

Posted on October 1, 2022 by johnonstocks

The big news this last week traces back to the UK long bonds, such as the 30 year Gilt. On 9/21, these were yielding 3.59%. The yields ramped up the next few days as they sold off, peaking at 4.99% … Continue reading →

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