The party in the stock market continues. Interest rates have gone up significantly, but the stock market also continues to rally. Does Chicken Little have tiny, poorly-functioning bird brain?
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| Nominal interest rates are at multi-year highs |
6/19/23
May 2023, Chicken Little Portfolio Performance
5/15/23
April 2023, Chicken Little Portfolio Performance
The Dow Jones Industrial Average is at almost exactly at the same level as a year ago, and also the same level as two years ago. The stock market resilience has Chicken Little thinking. Who is wrong? Me or the stock market?
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| Dow at the same level for 2 years |
4/3/23
March 2023, Chicken Little Portfolio Performance
Is there going to be a deflationary debt crisis in the US with high real interest rates? I believe so. The investments to own in a deflationary, and high real interest rate, environment are cash and short term t-bills. Crypto and gold can serve as insurance in situations where it becomes hard to obtain and use cash.
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| Crisis investments |
3/2/23
February 2023, Chicken Little Portfolio Performance
Rising interest rates will crush the economy and risky assets. This has been my belief for years, and now it is coming true. Look out below.
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| Interest rates will crush speculation |
2/14/23
Chicken Little, Why still bearish?
The Chicken Little remains 99% + 1% bearish. Why?
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| Bear is just resting, hasn't gone away |
2/6/23
January 2023, Chicken Little Portfolio Performance
The bear market case is getting existential. How long will we have to wait for the bone-crushing financial depression?
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| Only Samuel Beckett knows |
1/15/23
December 2022, Chicken Little Portfolio Performance
2022 was a terrible year for investors. I believe that 2023 will be worse.
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| Danger Ahead! |
12/5/22
November 2022, Chicken Little Portfolio Performance
Q: What is worse than the Fed raising rates? A: the Fed loosing control of rates. Financial Depression looms and the Government cannot prevent disaster. Furthermore, financial pain will fuel public anger in unpredictable and dangerous ways
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| Social unrest will increase |
11/24/22
October 2022, Chicken Little Portfolio Performance
Stocks are rallying, bonds are rallying, gold is rallying, is the storm over? No. Not surprisingly, Chicken Little sees nothing but storm clouds ahead.
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| Chicken Little sees only the clouds |
10/27/22
Chicken Little Buys Bonds
Chicken Little has purchased some US Treasury notes maturing in 3-8 years.
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| Buy Bonds |
10/8/22
September 2022, Chicken Little Portfolio Performance
The Sky is Falling. All assets have lost considerable value so far in 2022. Chicken Little predicts more extreme losses. What is next after the plunge? The Fed will try cutting rates and restarting the printing presses. However, loose money leads to financial disaster. The Fed will end up even more disgraced than they are now.
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| More Fed printing & problems ahead |
9/1/22
August 2022, Chicken Litte Portfolio Performance
Chicken Little is focused on interest rates. Financial headlines highlight the recent rapid increase in rates. However, inflation-adjusted, real rates, remain firmly negative. That means real rates have to go higher, much higher. Higher real interest rates ahead mean almost all asset prices have further to fall (you ain't seen nothing yet).
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| Fed Chair Powell: Rates are going higher |