The Dark Truth About What Central Banks Have Planned For All of Us

Posted on September 11, 2025 by Phoenix Capital Research

It’s no secret that the U.S. has a debt problem. But you might not realize just how bad this issue is.

Today, there is there is $3.4 trillion in municipal debt, $14 trillion in corporate debt, $20 trillion in household debt, and $37 trillion in Federal debt outstanding. Through in student debt, auto loans, and every other kind of future liability and the U.S. is sitting on over $100 trillion in debt.

All of these are problematic, but the SYSTEMIC issue pertains to U.S. sovereign debt.

It took the U.S. over 215 years to hit $10 trillion in debt. It added its second $10 trillion in debt in just nine years. It added its third $10 trillion in five years. And at its current pace, it will hit $40 trillion in debt within the next 24 months. Indeed, today the U.S. has a Debt to GDP ratio of 120%.

As you no doubt are aware, there are three methods of dealing with a debt problem. They are:

  • Grow out of it (pay it back).
  • Default.
  • Inflate it away by devaluing the currency.

The U.S. (and every other major central bank) has opted to “inflate the debt away” via inflation/ currency devaluation. This is what triggered the breakout in gold in 2024. And by the look of things, this process is now accelerating. To wit, globally, central banks are embarking on another round of monetary easing.

Central Banks Have Begun a Coordinated Easing Cycle

Starting in 2024, central banks have embarked on a global coordinated easing cycle.

Since that time, the European Central Bank (ECB) has cut rates eight times… The Bank of England (BoE) has cut rates five times…The Swiss National Bank (SNB) has cut rates six times to ZERO. And even the Fed is about to renew its easing cycle with the futures markets giving a 95% chance that Fed cuts rates by 0.25% down to 4.0%-4.25% in September.

Central banks aren’t just easing monetary conditions, they’re also taking steps to prepare for another round of inflation by moving from paper assets to hard assets, specifically, gold.

Indeed, starting in 2022, global central banks went on a gold buying binge, buying over 4,140 metric tons of gold with annual purchases consistently exceeding 1,000 tons.

  • In 2022, central banks bought a record 1,136 tonsof gold, the highest level since records began in 1950, driven by geopolitical uncertainty and high inflation.
  • In 2023, purchases totaled 1,037 tons, maintaining the high pace established in 2022.
  • In 2024, central banks added 1,045 tonsto their reserves, continuing the trend of record-breaking demand.
  • In 2025, the pace has slowed slightly but remains strong, with 244 tons added in the first quarter and 166 tons in the second quarter, bringing the total to 410 tons as of mid-2025.
  • Analysts expect total purchases for 2025 to be around 1,000 tons, indicating that the high levels of buying are expected to continue.

As a result of this, for the first time in 30 years, gold comprises a larger percentage of foreign reserves on central bank balance sheets than Treasuries!

This might be the single most important chart in the world right now. In simple terms, the people who can literally print money at will (central bankers) are opting to buy gold as opposed to paper assets (U.S. Treasuries).

Which brings us to today…

Precious Metals: The Next Leg Up is Here

After ripping higher throughout 2024/ the first quarter of 2025, gold was in a consolidation phase for the last four months.

Not anymore.

This week, gold EXPLODED higher, breaking through critical resistance.

Silver also broke out to the upside.

This is a major signal that the financial system is moving into an inflationary regime. Indeed, we get confirmation of this from the ratio between gold and stocks.

Historically, stocks are an inflation hedge… to a point. The reason for this is that a small amount of inflation boosts revenues/ growth which leads to investors seeing stocks as a means of profiting from inflation.

However, once inflation reaches a certain level, operating costs are so high that profits evaporate. And that’s when BAD inflation becomes a BIG problem for stocks.

As Bill King notes, when gold outperforms stocks, it’s a major “tell” that inflation is reaching the tipping point at which it will soon become a BIG problem for stocks.

That is happening right now.

Below is a chart comparing the performance of gold to that of the S&P 500. When this line rallies, gold is outperforming stocks. And when this line falls, stocks are outperforming gold.

As you can see, gold dramatically outperformed stocks during the first quarter of 2025. Since that time, this chart has formed a bullish falling wedge formation as stocks outperform gold from April through August. But that formation has just broken out to the upside.

This is a MAJOR tell than things are about to worsen from an inflationary perspective. The time to prepare for what’s coming is NOW before it hits! And the best way to do this is with undervalued, high quality assets that institutional investors have yet to buy.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead. They’re already up 6%, 8%, 23%, 28% and even 30%. And that’s just in the last few weeks!

The report is titled Survive the Inflationary Storm. And it explains my top five gold mining plays, including their names, their symbols, and the resources they own.

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation | Comments Off on The Dark Truth About What Central Banks Have Planned For All of Us

My Top Five Picks For Profiting From the Bull Market in Miners

Posted on September 9, 2025 by Phoenix Capital Research

Thus far in our inflation analysis, we’ve focused on what gold is doing.

However, the reality is that while gold is doing well… precious metals miners are doing FANTASTIC. In fact, this is a hallmark of periods of higher inflation: precious metals miners typically outperform precious metals by a wide margin.

See for yourself.

Below is a chart showing the performance of the Gold Miners ETF (GDX) vs. Gold ETF (GLD). When this line rises, GDX is outperforming GLD and when the line falls GLD is outperforming GDX.

As you can see, this line has just broken to the upside in a BIG way. This is signaling that the markets are entering a period in which miners will outperform gold by a WIDE margin.

So how high can this run in precious metals miners go? As the below chart illustrates, this ratio is still consolidating in a 10-year base. When this finally breaks out the upside, we’re talking about life-changing gains occurring.

The time to invest for this is NOW before it arrives!

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead. They’re already up 6%, 8%, 23%, 28% and even 30%. And that’s just in the last few weeks!

The report is titled Survive the Inflationary Storm. And it explains my top five gold mining plays, including their names, their symbols, and the resources they own.

Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.

To grab one of the last remaining copies…

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Gold, Inflation | Comments Off on My Top Five Picks For Profiting From the Bull Market in Miners

Warning: The Financial System is Shifting to the BAD Kind of Inflation

Posted on September 9, 2025 by Phoenix Capital Research

The financial system is now shifting from “good” inflation to “bad” inflation.

As I noted last week, stocks initially LOVE inflation because it allows companies to increase prices, thereby growing sales in nominal terms. Put another way, inflation initially appears as “growth” because it looks as though companies are selling MORE of their goods and services even though the increase is primarily driven by price hikes, NOT actual growth.

However, this only works up to a point. Once inflation crosses a certain threshold, it begins to eat into margins, profits begin to fall, and that’s when things get UGLY.

I bring all of this up because for most of 2025, inflation has benefitted stocks. Indeed, this is a primary reason why the S&P 500 has been in melt-up mode from the April lows. You can see this in the below chart showing the S&P 500 ripping higher as the $USD breaks down to new lows. Put simply, stocks benefitted greatly from a weak $USD.

However, by the look of things, this is now changing.

One of the key methods for tracking inflation is to compare the price action of gold against that of stocks. During periods in which inflation is relatively tame, thereby benefitting stocks, the S&P 500 will outperform gold. However, once inflation starts to become a problem, this dynamic reverses and gold starts to outperform the S&P 500.

This is happening NOW.

Below is a chart showing the performance of gold relative to that of the S&P 500. When this line rises, gold is outperforming the S&P 500. And when the line falls, the S&P 500 is outperforming gold.

As you can see, gold initially ripped higher relative to stocks during the trade war stock market meltdown. However, it’s important to note that this was due to stocks collapsing as well as gold rallying. Put another way, this was NOT indicative of inflation rising, but more about the fact that stocks were doing so badly.

Since that time, however, stocks have outperformed gold signaling that “good” inflation was spreading in the financial system. But, as you can see, this has now ended. Gold just broke out against stocks in a BIG way, signaling that inflation is finally crossing the threshold at which it becomes a MAJOR problem.

Remember, stocks have been rallying relentlessly higher over the last six weeks. As I write this, the S&P 500 is right near its all-time highs. So, the fact that gold is OUTPERFORMING stocks in this environment is a MAJOR “tell” that things are changing in the financial system.

Put another way, the financial system is now shifting from “good” inflation to “bad” inflation. Which means it’s time to move aggressively into major inflation hedges if you want to profit from this!

This is a HUGE deal. It signals that globally the next round of inflation is about to hit!

The time to prepare for this is NOW before it arrives!

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Gold, Inflation, The Dollar | Comments Off on Warning: The Financial System is Shifting to the BAD Kind of Inflation

Is the U.S. Rolling Over Into Recession Right Here and Now?

Posted on September 8, 2025 by Phoenix Capital Research

The August jobs numbers were a disaster.

On Friday, the Bureau of Labor Statistics (BLS) reported that the U.S. added only 22,000 jobs in the month of August. To put this into perspective, Wall Street expected job growth of 75,000 for the month. So, this was a massive miss. And it confirms what I’ve been saying for months: that the labor market is beginning to fall apart.

Unfortunately, the reality is much worse than the official numbers claim. Indeed, once we strip the jobs number of the various gimmicks the BLS uses to “smooth over” the data, the economic reality is disastrous.

Two of the largest gimmicks the BLS uses are Seasonal Adjustments and the Birth/ Death Model. Both adjustments serve the same purpose: they aim to “smooth over” or make the data more consistent on a month-to-month basis because the economy doesn’t gain or lose jobs consistently throughout the year.

It’s critical to note that these “jobs” are created in a government spreadsheet, NOT reality. And in the case of the August jobs numbers, these gimmicks masked just how badly the jobs market is doing.

Let’s consider Seasonal Adjustments.

In 2024, Seasonal Adjustments added 4,000 jobs to that year’s August jobs number… but, for whatever reason, in August 2025, this number added 130,000 jobs!

That’s a massive 126,000 difference. And it means that when we strip the data of this gimmick, the reality is that in August 2025 the U.S. LOST 104,000 jobs!

It only gets worse from there.

The Birth/ Death Model is another major adjustment the BLS uses to make the jobs data more consistent. In this case, the purpose of the adjustment is to account for the fact that businesses aren’t created (or fail) consistently throughout the year. So again, this gimmick adds or subtracts jobs in a government spreadsheet to make things appear smoother than economic realities.

Here again, the August 2025 number ADDED more jobs than the August 2024 number.

To wit, in August 2024, the Birth/ Death Model added only 70,000 jobs. But, again for whatever reason, in August 2025, the Birth/ Death Model added 90,000 jobs. So once again, the August 2025 gimmick added “fake jobs” to make the official data look better than reality.

When we strip this gimmick out of the data as well, the U.S. lost 124,000 jobs in August 2025.

This is disastrous… as in RECESSIONARY.

Indeed, if you want a picture of how bad things are REALLY getting in the economy, consider the little-known data point of people who are unemployed for 27 weeks or more.

This metric indicates just how hard it is for someone to get a new job after they’ve lost a previous one. As such, it serves as a great measure of how robust the economy is. And because practically no one pays attention to this data point, it has much less political pressure/ gimmicks applied to make things appear rosier than they really are.

The number of people who are unemployed for 27 weeks or more in the U.S. today is 1.9 million. This is the highest number in FOUR years. And when we account for the total number of unemployed Americans, it indicates that over 25% of individuals who are currently unemployed in the U.S. have been out of work for SIX MONTHS!

H/T Global Market Observer.

The writing on the wall is clear: the jobs market is falling apart. The Fed will now frantically start cutting rates in an effort to play “catch up” but the wheels are rapidly falling off the economy. 

And when you consider that inflation is likely bottoming right as the Fed starts cutting rates, the stage is set for an inflationary storm: a situation in which the economy rolls over right as inflation IGNITES.

Some investments will make absolute fortunes during this time. Most will likely collapse. And those investors who are positioned properly for what’s coming will make out like bandits.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation, Recession Watch, The Economy | Comments Off on Is the U.S. Rolling Over Into Recession Right Here and Now?

Enjoy This Meltup While It Lasts… What’s Coming Won’t Be Pretty

Posted on September 5, 2025 by Phoenix Capital Research

Stocks just gave us another “head fake.”

For the third time in the last six weeks, the S&P 500 broke below its 21-day exponential moving average (EMA). Historically, this kind of break-down has heralded a short-term top, but in today’s melt-up market, the bulls stepped in, pushing stocks back above this critical line after a single day.

This is a very telling development.

Stocks are up over 30% from their April lows (an annualized rate of over 100%). Time and again, they become extremely overbought and overextended above their short-term and intermediate term trendlines. And yet, every single dip is STILL being bought aggressively. Investors are clearly discounting something major in the markets.

What investors discounting?

Currency devaluation and another round of inflation.

The reality is that the big picture macro framework has changed in the last nine months. Coming into 2025, the Trump administration was promoting austerity: an environment in which the U.S. would balance its budget by cutting government spending via the Department of Government Efficiency (DOGE) while simultaneously increasing revenues via tariffs.

Then the trade war triggered a stock market crash… and the Trump administration pivoted away from austerity towards a “run it hot” framework.

The significance of this CANNOT be overstated.

The U.S. is the largest economy in the world. In fact, its GDP is larger than that of the 2nd,3rd, and 4th largest economies of the world (China, Germany and India) combined. So, the fact the U.S. abandoned austerity has global implications for the financial system.

Put simply, until April 2025, the U.S. was the last hold out in terms of fiscal dominance/ monetary easing. Once the Trump administration pivoted to a “run it hot” framework, it opened the door to a global coordinated easing of financial conditions/ currency devaluation.

This is going to unleash another round of inflation. And stocks, are a hedge against inflation (to a point).

Consider the last bout of major inflation to hit the U.S. in the 1970s.

At that time, the first round took place from 1970-1973, stocks initially ripped higher, before inflation ate into profit margins, triggering a brutal bear market from 1973-1975. Once the Fed stopped raising rates, stocks ignited again as inflation appeared tamed. This meltup saw the market nearly DOUBLE in 18 months before inflation ignited again and a bear market hit.

History doesn’t repeat, but it does rhyme. And the markets today have a LOT of similarities with those of the 1970s.

During the 1970s, an initial wave of inflation saw the markets rip higher from 2020-2022. Then the Fed got aggressive to tame inflation, resulting in a bear market (2022-2023). Then the Fed hit “pause” on its tightening, allowing inflation to return, stocks began a melt up.

Put simply, investors need to ride this melt-up as long as possible, because what’s coming won’t be pretty if history is any guide. With that in mind, you need to be moving capital into inflation hedges here and now before the wheels come off this meltup.

The time to prepare for this is NOW before it arrives!

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Central Bank Insanity, Inflation | Comments Off on Enjoy This Meltup While It Lasts… What’s Coming Won’t Be Pretty

Gold Just Broke Out Against Every Major Currency… Again!

Posted on September 4, 2025 by Phoenix Capital Research

As I noted yesterday, gold is breaking out again. The precious metal, priced in dollars, erupted higher this week.

This phenomenon isn’t just about the $USD. Gold has also broken out to the upside against the Euro, Yen and Franc.

This is a HUGE deal. And it signals what’s about to unfold in our financial system.

Remember, it was the breakout against every major currency in 2024 that signaled the era of easy money was returning to the financial system.

So, what does it mean now that ANOTHER round of monetary easing is about to begin at a time when major governments are already running large-scale deficits?

Currency devaluations are coming. The ONLY way for central banks to keep the system afloat going forward will be to “inflate away” the gargantuan debts governments have accrued (and continue to accrue).

The time to prepare for what’s coming is NOW before it arrives.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Debt Bomb, Gold, Inflation, The Everything Bubble | Comments Off on Gold Just Broke Out Against Every Major Currency… Again!

Gold Just Broke Out Against Every Major Currency

Posted on September 4, 2025 by Phoenix Capital Research

As I noted yesterday, gold is breaking out again. The precious metal, priced in dollars, erupted higher this week breaking out of a four month consolidation period.

This phenomenon isn’t just about the $USD. Gold has also broken out to the upside against the Euro, Yen and Franc.

The time to prepare for what’s coming is NOW before it arrives.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Posted in Gold, Inflation | Comments Off on Gold Just Broke Out Against Every Major Currency

Warning: the Markets Are Signaling Something MAJOR is About to Hit

Posted on September 3, 2025 by Phoenix Capital Research

Something MAJOR is happening in the financial system today.

Gold erupted higher by as much as $85 yesterday, hitting a new all-time high of $3,601. Year to date the precious metal is up an incredible 34%.

So what? You might be thinking. Gold goes up and down all the time. Why is this rally so significant compared to others?

Gold is signaling that BAD inflation is about to hit.

Historically, stocks are an inflation hedge… to a point. The reason for this is that a small amount of inflation boosts revenues/ growth which leads to investors seeing stocks as a means of profiting from inflation.

However, once inflation reaches a certain level, operating costs are so high that profits evaporate. And that’s when BAD inflation becomes a BIG problem for stocks.

As Bill King notes, when gold outperforms stocks, it’s a major “tell” that inflation is reaching the tipping point at which it will soon become a BIG problem for stocks.

That is happening right now.

Below is a chart comparing the performance of gold to that of the S&P 500. When this line rallies, gold is outperforming stocks. And when this line falls, stocks are outperforming gold.

As you can see, gold dramatically outperformed stocks during the first quarter of 2025. Since that time, this chart has formed a bullish falling wedge formation as stocks outperform gold from April through August.

The bad news is that this chart just broke out… to the UPSIDE. This is signaling that we are entering a period in which gold once again outperforms stocks.

Put another way, the next round of inflation is coming soon. The time to prepare for this is NOW before it hits!

The time to prepare for what’s coming is NOW before it arrives.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Posted in Gold, Inflation | Comments Off on Warning: the Markets Are Signaling Something MAJOR is About to Hit

How to Profit From the Coming Inflationary Storm

Posted on September 2, 2025 by Phoenix Capital Research

Gold is signaling that the next inflationary storm is about to arrive.

In the last year, gold has done several remarkable things.

First and foremost, central banks have acquired so much gold that the precious metal now comprises a greater percentage of foreign reserves than Treasuries for the first time in 30 years. What does it tell you that the entities that can literally print money at will are loading up on an inflation hedge?

Remember, we’re talking about global central banks, not just one single bank. And it’s not difficult to see why they’re loading up on gold. In the last two years, the precious metal has broken out against every major world currency.

The markets are SCREAMING that currency devaluation is underway. And again, this is as global phenomenon: gold has broken out against the U.S. dollar, Euro, Yen and even the Swiss Franc!

Which brings us to today…

After a surge like the one gold experienced in form the end of 2024 through the first quarter of 2025, it makes perfect sense for the precious metal to “take a breather.” In investing, nothing goes straight up or straight down. And gold has spent the last four months consolidating.

Not anymore.

Last week gold broke out of its four-month consolidation period to the upside. This is a major “tell” that suggests the next leg up is beginning right here and now.

Put simply, gold is telling us that the next inflationary storm is about to begin. Central banks are already firing up the printing presses and cutting interest rates: both the European Central Bank and the Bank of Canada have cut rates SEVEN times, the Bank of England has cut rates five times, and the Swiss National Bank has already cut rates to zero!

The time to prepare for what’s coming is NOW before it arrives.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Gold, Inflation | Comments Off on How to Profit From the Coming Inflationary Storm

Central Banks Are Shifting From Paper to Hard Assets

Posted on September 1, 2025 by Phoenix Capital Research

Last week I noted that the single most important chart in the world is flashing “danger.”

By quick way of review…

  1. The defining trend of the last 45 years was the secular bull market in bonds. This bull market meant that throughout that period debt was ever increasingly cheaper to issue. As a result of this, everyone from individual consumers, corporations, states/ municipalities, and even the Federal Government went on a multi-decade debt binge.
  1. The secular bull market in bonds ENDED in 2022. From that point onward, for the first time in 45 years, it was more expensive to issue new debt. This is what triggered the bear market in both stocks and bonds in 2022 (both assets ended down ~20% that year).
  1. Since that time, the Treasury market has been in a consolidation. This is to be expected as nothing goes straight up or down and the collapse from 2022-2024 was significant.
  1. The #1 issue for the financial system today is whether bonds rally from here, or continue to break down. If bonds rally, then the financial system continues to chug along despite the egregious levels of debt. But if Treasuries break down from here, then the secular bull market in bonds is DEFINITIVELY over and we are heading towards a debt crisis.

Central banks are fully aware of this situation and have been taking steps to prepare for what’s coming. As you no doubt are aware, there are three methods of dealing with a debt problem. They are:

  1. Grow out of it (pay it back).
  2. Default.
  3. Attempt to “inflate the debt away” via inflation/ currency devaluation.

Policymakers at central banks claim that debt levels remain manageable, but their actions speak much more loudly than their words. Case in point, over the last five years, central banks have been on a buying binge, not for stocks or bonds, but for GOLD.

For centuries, gold has been an inflation hedge. What does it tell you about what’s coming that the people who can print dollars, euros, yen, etc. are loading up on gold?

Indeed, for the first time in decades, central banks own MORE gold than they do U.S. Treasuries as a percentage of foreign reserves.

Until 1967, gold was pegged to currencies. Then starting with France, one by one Western nations severed their currencies from gold with the U.S. officially doing so in August 1971. From that point onward, for the first time in history, U.S. Treasuries, NOT GOLD, were the bedrock of our global financial system.

As a result of this, central banks began acquiring Treasuries while reducing their gold holdings.

That period is now ending. For the first time since the mid-1990s, central banks own more gold than Treasuries as a percentage of foreign reserves. This is a TECTONIC shift away from paper assets that can be devalued to hard assets that cannot.

This STRONGLY suggests that central banks will be opting to “inflate” their debts away via currency devaluation. Put another way, they are shoring up their balance sheets in anticipation of what’s coming.

You should do the same.

This is literally a ONCE in a lifetime opportunity. The U.S. has had a debt problem for decades… but the great inflationary collapse looks to finally be arriving now.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research ​

Posted in Inflation | Comments Off on Central Banks Are Shifting From Paper to Hard Assets

The Powell Fed is a Scandal Ridden, Corrupt Entity That Needs to Be Reined In

Posted on August 28, 2025 by Phoenix Capital Research

It’s time to call a spade a spade

The notion that the Fed is some kind of sterling institution needs to be put to bed. This is particularly true of the Powell Fed which has experienced multiple scandals involving criminal activity. The fact that no one went to jail because “laws are for little people” doesn’t absolve the Fed.

Let’s wind back the clocks.

During the pandemic, when millions of people were losing their jobs, despairing of their futures, and terrified of dying, senior Fed officials were making MILLIONS of dollars trading on insider information based on Fed policy decisions.

Specifically, three Fed Presidents, Dallas Fed president Robert Kaplan, Boston Fed president Eric Rosengren, and even the Fed’s #2, vice chair Richard Clarida were all flagged for making “suspicious trades” (read: insider trading) right before the Fed made major policy announcements that moved the stock markets.

They made MILLIONS of dollars in the process.

On a side note, you KNOW these individuals weren’t the only ones doing this. They were simply the ones who got caught. A full audit of trading activity by Fed officials and those near and dear to them would have likely revealed that many Fed insiders and their friends/ family members were doing the same thing.

The official narrative is that the Fed dealt with this issue “internally” and these individuals resigned, so the matter was closed. So apparently, you can commit MAJOR crimes, get wealthy in the process, keep the money AND avoid jail time provided the words “Fed official” are next to your name.

Who knew?

Somehow Fed Chair Jerome Powell emerged unscathed from what should have been a career ending scandal (again, he’s in charge of an entity in which much of senior leadership was engaged in insider trading during a pandemic). How he pulled that off, I have no idea.

Fast forward to 2022, and Powell pulled off one of the most egregious economic policies in history… proclaiming that inflation was “transitory” during the worst inflationary storm in 40 years. As if that’s not bad enough, for whatever reason, he pivoted from claiming this within ONE WEEK of being nominated for a second term as Fed Chair by then-President Biden.

Did Powell proclaim inflation transitory for career reasons, dangling this over the Biden administration’s head until he was nominated for a second term? Only he knows. But the optics of this was disgusting, especially when you consider what inflation was doing to American households. Again, this was a MAJOR scandal, but Powell skated on it.

Then there’s the Fed’s renovations of its DC headquarters, which somehow costs over $2.5 BILLION. To put that into perspective, you could build one or two NFL football stadiums for the same amount of money.

Yes, you could house one or more NFL franchises for the cost of what the Fed is spending renovating its headquarters.

Here again, the Powell Fed is given a pass. Why? I have no idea. It’s not as if the Fed is a popular entity with the American public. And it’s not as if the Powell Fed has a sterling track record that has generated enough good will to overlook the optics of this: remember, Powell and his colleagues printed $5 TRILLION in the span of 20 months, unleashing the worst bout of inflation in 40 years, lied about inflation being a problem for a year, and then finally embarked on the Fed’s most aggressive monetary tightening in history, triggering a bear market in stocks AND bonds, erasing over $12 TRILLION in wealth in 2022.

Insider trading, abject careerism, overspending on projects: these would be career ending issues for most executives. Heck, anyone else working in the private sector would have been fired long ago.

Which brings us to the Lisa Cook fiasco.

Lisa Cook was sworn in as a Fed Governor in 2022. It has since been discovered that she listed TWO residences as her primary residence on mortgage applications… then proceeded to rent the properties out. This is mortgage fraud.

President Trump has fired her. But she is refusing to leave her position… because again, if the words “Fed official” are next to your name the laws and basic rules of society don’t apply to you. Apparently being an unelected official means you can ignore everyone including the President of the United States!

Who knew?

This has set the stage for a MAJOR legal battle. By refusing to leave her post, Cook has opened the door to courts having to decide whether the Fed is under the Executive Branch… or extra-constitutional. If the Fed is found to be extra constitutional the political/ public outrage will be immense.

I and other commentators have been pounding the table on the Fed’s bizarre status for decades. But this pending legal showdown will open the door to EVERYONE finding out what I’ve known: that our currency and economy are controlled by unelected bureaucrats who are part of an entity that is NOT part of the government.

How will this play out?

Well, for one thing it opens the door to President Trump firing Fed Chair Powell “with cause.” After all, if Powell doesn’t force Cook to vacate her role, he is openly defying the President. Given the contentious relationship between the two, it’s not a stretch of the imagination that Trump will jump on the opportunity to get rid of Powell.

This would mean President Trump effectively co-opting the Fed in that he will have directly appointed the majority of Fed voting members including the Fed Chair, the single most powerful Central banker in the world.

The markets seem to be hinting this will be the case. After staging the worst first half of a year since 1973, the $USD is failing to catch a bid. As I write this, it’s on the verge of taking out its upwards trendline from the July lows.

This is a signal that new lows are likely… which would make sense if the White House takes over the Fed and “runs the economy hot” with rate cuts while running a deficit equal to 6% of GDP. 

This would unleash another inflationary storm… and present investors with  a ONCE in a lifetime opportunity. The U.S. has had a debt problem for decades… but the great inflationary collapse could finally be arriving due to the Fed’s scandals.

On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Banana Republic Corruption, Inflation, The Everything Bubble, The U.S. is an Emerging Market | Comments Off on The Powell Fed is a Scandal Ridden, Corrupt Entity That Needs to Be Reined In

The Single Most Important Chart in the World is Flashing “Danger”

Posted on August 27, 2025 by Phoenix Capital Research

By Graham Summers, MBA | Chief Market Strategist

The single most important chart in the world is flashing “danger.”

The defining issue of the last ~45 years has been the secular bull market in bonds. From 1980 until 2022, the yield on the U.S. debt (called Treasuries) was in a downtrend. In the very simplest of terms, this meant that throughout this time period, debt became ever cheaper to service. As a result of this, every entity in the U.S. whether it be corporations, municipalities, and even the U.S. itself as a sovereign nation, went on a debt binge.

Today, there is there is $3.4 trillion in municipal debt, $14 trillion in corporate debt, $20 trillion in household debt, and $37 trillion in Federal debt outstanding. Throw in student debt, auto loans, and every other kind of future liability and the U.S. is sitting on over $100 trillion in debt.

All of these are problematic, but the SYSTEMIC issue pertains to U.S. sovereign debt.

It took the U.S. 232 years to hit $10 trillion in debt. It added its second $10 trillion in debt in just nine years. It added its third $10 trillion in five years. And at its current pace, it will hit $40 trillion in debt within the next 24 months.

To be clear, the U.S. has had a debt problem for years. That’s nothing new. What IS new is that the bull market in bonds, the macro setup that allowed the U.S. to issue all this debt is OVER.

I showed this chart yesterday. I’m showing it again today because it is THE most important chart in the world. It’s a chart of the 30-Year U.S. Treasury. As you can see, the bull market in bonds is OVER. When inflation arrived in the financial system in 2022, it triggered a tectonic change.

Put another way, the era of ever cheaper debt is OVER. For the first time in 45 years, it is costing the U.S. MORE to issue new debt (or roll over old debt).

So why hasn’t the U.S. entered a debt crisis yet?

Because these bonds have been consolidating since 2022. And the next move will determine whether the U.S. stays afloat, or the great debt crisis of our lifetimes is about to begin.

See for yourself.

From 2022 until today, the long-end of the Treasury market has been trading in a range (purple rectangle in the chart below). This is called a consolidation period. And it’s 100% to be expected after a bull market ends (no asset goes straight up or down in the markets.).

What happens next is CRITICAL. If these bonds break down from this consolidation, it signals that the grand Supercycle in bonds is OVER and a secular bear market has begun.

In the very simplest of terms, the Everything Bubble would have burst and the great debt crisis of our lifetimes would begin. I’m not writing that to scare you, but because, again, this is THE most important issue in the financial system today. And smart investors need to be preparing for this BEFORE it happens.

This is literally a ONCE in a lifetime opportunity. The U.S. has had a debt problem for decades… but the great inflationary collapse looks to finally be arriving now.

On that note, we are putting the finishing touches on a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Debt Bomb, Inflation, The Everything Bubble | Comments Off on The Single Most Important Chart in the World is Flashing “Danger”

The “King of Cheap Debt” is Going to Unleash an Inflationary Storm

Posted on August 26, 2025 by Phoenix Capital Research

The self-proclaimed “King of Cheap Debt” President Trump is going to run the economy hot… no matter the consequences.

The U.S. is currently running a $3 trillion deficit. What’s astonishing is that the U.S. is doing this despite taking in over $150 billion in tariff revenue. Put another way, DESPITE revenues increasing, the Trump administration is still spending so much money that the deficit as a percentage of GDP is rolling over again.

On top of this, the Trump administration has made it clear it wants stocks in a bubble. The President is openly calling for the Fed to cut rates even though the stock market is already at all-time highs!

Not content with mere verbal aggression, the Trump administration is taking active steps to co-opt the Fed. The most recent move consisted of firing Fed Governor Lisa Cook for mortgage fraud. This is definitively an appropriate move (Fed governors are not above the law), but more importantly, it opens the door for the President to “stack” the Fed board with handpicked individuals (he recently installed former Chair of the White House Council of Economic Advisers, Stephen Miran to replace Fed Governor Adriana Kugler who resigned earlier this year). As a result of this, the majority of voting Fed members will soon be Trump picks who are all too eager to start cutting rates and printing money again.

Put simply, the President is going to FORCE the Fed to ease one way or another. And this, combined with the Trump administration’s fiscal spending, is opening the door to a monstrous stock market bubble AND an inflationary storm.

Bonds have figured out what’s coming: the 30-year U.S. Treasury has broken its secular bull market and is now consolidating around at levels not seen since 2008. If this bond breaks down further from here, the U.S. will enter an inflationary storm.

THIS is why precious metals are trading at all-time highs. It’s why prices keep rising throughout the U.S. economy no matter what the official data says. And it’s why you NEED to take action now to prepare your portfolio for what’s coming.

This is literally a ONCE in a lifetime opportunity. The U.S. has had a debt problem for decades… but the great inflationary collapse looks to finally be arriving now.

On that note, we are putting the finishing touches on a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.

The report is titled Survive the Inflationary Storm. And it explains in very simply terms how to make inflation PAY YOU.

We are making just 100 copies available to the public.

To pick up yours, swing by:

CLICK HERE NOW!

Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation | Comments Off on The “King of Cheap Debt” is Going to Unleash an Inflationary Storm

Stocks Erupt Higher… But Is This Move the REAL Deal?

Posted on August 25, 2025 by Phoenix Capital Research

On Friday, I wrote, “buckle up, the Fed is about to make a MAJOR announcement.

I wasn’t joking.

Stocks EXPLODED higher to new all-time highs on Friday when Fed Chair Jerome Powell stated that “shifting balance of risks may warrant adjusting policy” during his speech at the Kansas City Fed’s annual meeting in Jackson Hole, Wyoming.

Investors took this to mean that the Fed is finally ready to start cutting rates again… after sitting on its hands for the last eight months.

The S&P 500 staged its highest ever weekly close. There is NOTHING bearish about that.

Moreover, the rally was broad based in nature with even the equal weighted S&P 500 (each company receives 1/500th of the index’s weighting as opposed to the traditional S&P 500 which is HEAVILY weighted towards tech) closing at a new all-time high for the week.

The big question for investors now is whether this move is the REAL DEAL… or the mother of all head fakes due to traders misinterpreting what Fed Chair Jerome Powell ACTUALLY said.

I’ll detail what I think is REALLY happening in tomorrow’s article. In the meantime, I want to warn you that while Wall Street is cheering this move, our proprietary Crash indicator is signaling a major warning.

This signal caught the 1987 crash, the Tech Crash, the Great Financial Crisis and more. We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash.

Normally we’d sell this report for $499, but in light of its recent warning, we’re making 99 copies available to the investing public.

To pick one up…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on Stocks Erupt Higher… But Is This Move the REAL Deal?

The Ultimate Insider Pulls Back the Curtain on Our Financial System

Posted on August 21, 2025 by Phoenix Capital Research

The ONLY way to get ahead in our financial system is to invest.

I’m not writing that for dramatic effect. The reality is that the financial system is set up to accomplish one thing: devalue the $USD.

See for yourself… Since the Fed embarked on its campaign to reflate the financial system after the Great Financial Crisis, the $USD has lost over a THIRD of its purchasing power.

Put simply… if you’re sitting in cash, you’re losing money every single year. In this context, the ONLY way to actually grow your wealth is to invest in assets. And if you don’t believe me, maybe you’ll believe Janet Yellen, who served as both the Chair of the Federal Reserve AND the Treasury Secretary.

Ms. Yellen is the ULTIMATE insider… someone who has personally managed the economy and the $USD.

Back in 2014, when she was running the Fed, Ms. Yellen gave a speech Perspectives on Inequality and Opportunity from the Survey of Consumer Finance. During the speech, Ms. Yellen pointed out that owning assets/ investing is essential to growing wealth.

Specifically, she said…

Another major source of wealth for many families is financial assets, including stocks, bonds, mutual funds, and private pensions…

For many people, the opportunity to build a business has long been an important part of the American dream. In addition to housing and financial assets, the SCF shows that ownership of private businesses is a significant source of wealth and can be a vital source of opportunity for many households to improve their economic circumstances and position in the wealth distribution.

Source: FederalReserve.gov

As if this wasn’t explicit enough, during the Question and Answer session following the speech, Ms. Yellen stated that acquiring assets was one of the best means of moving higher in wealth.

Since the time in which she gave this speech, the stock market is up over 220%, gold is up 180% and the $USD is essentially flat (actually it’s DOWN adjusted for inflation).

THIS is why the Fed props up the stock market… it’s why the Fed moves to intervene anytime a major asset class begins to implode… and it’s why you HAVE to prepare for what’s coming down the pike.

The ONLY thing the Fed knows how to do is print money. This devalues the $USD. So, if you stay in cash, you WILL lose money and fall behind.

This is especially true as the $USD is on the verge of a MAJOR breakdown. I’ve shown this chart before. There’s a reason I’m showing it again: this is the SINGLE most important chart in our financial system today. When the $USD takes out that trendline, it will enter a secular bear market. And this will ignite an inflationary storm.

The time to prepare for this is NOW before it does! Some investments will make absolute fortunes. Others will drop like stones.

If you’ve yet to take action to insure you and your portfolio profit from this, we detail three unique investments that will EXPLODE higher during the next wave of inflation in a Special Investment Report titled How to Profit a Inflation.

Normally this report is only available to our paying clients, but in light of what’s happening in the markets today, we are making just 99 copies available to the general public.

To pick up one of the remaining copies…

CLICK HERE!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation | Comments Off on The Ultimate Insider Pulls Back the Curtain on Our Financial System

Is the AI Bubble About to Burst?

Posted on August 20, 2025 by Phoenix Capital Research

It’s said that “they don’t ring a bell at the top.”

Well, there sure seem to be a LOT of bells coming from the AI revolution.

First and foremost, OpenAI founder Sam Altman, openly admitted AI is in a bubble even going so far as to compare the current market environment to that of the 1999 tech bubble.

Altman told The Verge…

“Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes. Is AI the most important thing to happen in a very long time? My opinion is also yes.”

That is one HECK of a statement from a major AI insider. Remember, OpenAI was the company that introduced Large Language Models (LLMs) to the general public in November 2022 when it launched ChatGPT. So to see Altman admitting AI is in a bubble, that investors are overexcited, and that there are some similarities between today’s market and that of the Tech Bubble of the late-90s, is massive deal.

Altman is not mistaken here. The latest ChatGPT roll out (ChatGPT 5) was a disaster, with the software producing hallucination 33% of the time. This included basic queries that involved public information. Indeed, situation was so bad that OpenAI actually canceled the rollout and shifted back to ChatGPT 4.

This is not the only major disappointment to hit the AI world in the last month. AI models from Google, and Chinese startup DeepSeek are also experiencing MORE errors, not fewer as they become more powerful. Indeed, it appears that the more advanced the models become, the more problems they produce: Meta’s (META) latest LLM rollout (Llama 4) apparently had accuracy rates as low as 28%!

Some other major issues of note.

Reports have surfaced suggesting that LLMs obtain as much as 40% of their information from informal sources such Reddit. This raises questions as to just how accurate these models can be. After all, no matter how robust your model is, if it’s getting bad inputs, its results will be poor.

Other items to be aware of…

No other company has been as aggressive in hiring AI talent as META. CEO Mark Zuckerberg was personally involved in the process, offering deals as large as EIGHT figures (tens of millions) to poach AI talent from Apple, OpenAI and Alphabet.

In that light, it’s deeply concerning that META just announced a reshuffling of its AI division only two months after going on that hiring spree. Indeed, the company has burned through $32 billion in capital expenditures on its AI buildout during the first half of 2025. This represents 72% of the company’s cash hoard, bringing cash and cash equivalents down to just $12 billion.

And then, finally, MIT just published a report The GenAI Divide: State of AI in Business 2025 that was EXTREMELY concerning for anyone betting on AI changing everything for the better.

Some key findings…

  • 95% of generative AI rollouts produce little to no revenue acceleration.
  • The learning gap is so large between the technology and corporate employees that integrations are failing at a rapid clip.
  • Internal buildouts at large companies only work one third of the time.
  • Even external partnerships with AI-centric firms only work two thirds of the time,

I bring all of this up, because the ENTIRE bull market in stocks has been predicated on the AI revolution producing rapid results. If you need signs that stocks are in massive bubble based on unrealistic growth expectations, consider that the S&P 500 is trading at a Price to Sales multiple of 3.4. This is even greater than the P/S multiple of the 2021 pandemic bubble when the Fed was printing TRILLIONS of dollars per year and interest rates were at zero!

If you’re worried about the AI bubble bursting, triggering a stock market crash, we have a proprietary indicator that has flashed before EVERY major market meltdown in the last 50 years.

We detail this trigger, how it works, and what it’s saying about the markets today in How to Predict a Crash. Normally we’d sell this report for $499, but in light of what’s happening with the Fed today, we’re making just 99 copies available to the investing public.

To pick one up…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in AI, stock collapse? | Comments Off on Is the AI Bubble About to Burst?

Is Your Portfolio Prepared For Another Inflationary Storm?

Posted on August 19, 2025 by Phoenix Capital Research

The latest round of inflation data was VERY troubling. 

The headline numbers for the Consumer Price Index (CPI) for the month of July pointed to a slowdown in inflation: month over month (MoM), CPI came in at 0.2% while year ov er year (YoY) at 2.7% on expectations of 0.2% and 2.8%, respectively. 

However, “under the hood” the data was HIGHLY problematic.

For starters, Core-CPI (CPI excluding energy and food prices) came in hotter than expected at 3.1% YoY on expectations of 3.0%. Granted, this is a very small upside surprise, but the devil’s in the details and the details point towards inflation stabilizing at 3%, NOT heading towards the Fed’s target of 2%.

Case in point as Mike Konczal points out, the percentage of Core-CPI components that are clocking in at an annualized rate of 3% is RISING, not falling. The month of July saw 52% of the 83 items comprising Core-CPI growing at an annualized rate of over 3%!

Core-CPI is not the only problem area in the data. Over two thirds (68%) of total CPI components (including food and energy prices) are now rising at a faster than 2% annualized rate. The initial disinflationary wave that occurring during the first half of 2025 has reversed and prices are now rising for MOST CPI components. This means inflationary pressure is BROADENING, which is a BIG problem.

Finally, we have to consider what food inflation is saying. As I’ve noted before, back in 2001, the Fed had several researchers dive into the subject of inflation. Their goal was the analyze whether the Fed’s preferred measures of inflation (CPI and PCE) are decent predictors of future inflation. The Fed also investigated a whole slew of other inflation measures for comparison purposes.

The results?

The Fed found that food inflation, NOT CPI or PCE, was the best predictor of future inflation. Fed researchers wrote the following:

We see that past inflation in food prices has been a better forecaster of future inflation than has the popular core measure [CPI and PCE]…Comparing the past year’s inflation in food prices to the prices of other components that comprise the PCEPI (as in Table 1), we find that the food component still ranks the best among them all…

Source: St Louis Fed (emphasis added).

I bring this up because the Producer Price Index (PPI) data for the month of July was released this morning. It showed a HUGE jump in food prices MoM. Fresh and dry vegetables prices jumped 38% while meat prices jumped 5%!

Put simply, while headline inflation data suggests that inflation has been tamed, the actual components in the data suggest that an inflationary resurgence may be starting and that it will involve price increases in a BROAD array of items. Throw in the fact that the single best predictor of future inflation (food inflation) just jumped higher on a month over month basis and there is REAL cause for concern that another wave of inflation might be starting.

The time to prepare for this is NOW before it does! Some investments will make absolute fortunes. Others will drop like stones.

I can help you find the former while avoiding the latter.

We detail three unique investments that will EXPLODE higher during the next wave of inflation in a Special Investment Report titled How to Profit a Inflation.

Normally this report is only available to our paying clients, but in light of what’s happening in the markets today, we are making just 99 copies available to the general public.

To pick up one of the remaining copies…

CLICK HERE!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation | Comments Off on Is Your Portfolio Prepared For Another Inflationary Storm?

The Time To Prepare is NOW… Before This Hits!

Posted on August 18, 2025 by Phoenix Capital Research

By Graham Summers, MBA | Chief Market Strategist

The financial system is preparing to enter an inflationary induced melt-down.

The reality is that central bankers and other policy makers, for all their advanced degrees and big ideas, are really capable of doing just one thing…

Printing money.

Quantitative Easing (QE), Yield Curve Control (YCC), Operation Twist, Mortgage-Backed Securities buying programs… all of these phrases are just fancy ways of saying “print money.”

This became obvious during the pandemic, when central banks and governments funneled over $20 trillion into the financial system in the span of 20 months. Sure, the money was dressed up with fancy titles, but it all just boiled down to printing money and giving it away in one form or another.

That unleashed the worst bout of inflation in 40 years. And today, we’re still paying for this.

According to the “official” data points, inflation has been defeated. But that’s ONLY because inflation is measured on a Year over Year (YoY) basis. In that context, the pace of price increases is slowing. However, prices are still increasing!

See for yourself. CPI is moving up at a near perfect 45-degree angle. Prices are NOT coming down. Inflation has not disappeared. If anything, it’s about to worsen!

Globally central banks have already embarked on the next round of monetary easing. The Bank of England (BoE) has cut rates FIVE times since August 2024. The European Central Bank (ECB) has cut rates EIGHT times over the same time period. The Bank of Canada (BoC) has cut rates seven times. And in Switzerland, the Swiss National Bank (SNB) has cut rates down to 0% again!

The Fed and the Bank of Japan (BoJ) are the last two hold outs. But they’ll be easing soon enough. And the markets know it.

Gold is at or near record highs when priced in every major currency.

Stocks, which are also an inflationary hedge (to a degree) are entering an inflation-induced meltup.

And the $USD, which is the global reserve currency, is on the verge of a MAJOR breakdown.

Put simple, multiple asset classes are all signaling the same thing: inflation is coming back. The time to prepare for this is NOW before it does!

Some investments will make absolute fortunes. Others will drop like stones.

I can help you find the former while avoiding the latter.

We detail three unique investments that will EXPLODE higher during the next wave of inflation in a Special Investment Report titled How to Profit a Inflation.

Normally this report is only available to our paying clients, but in light of what’s happening in the markets today, we are making just 99 copies available to the general public.

To pick up one of the remaining copies…

CLICK HERE!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in Inflation | Comments Off on The Time To Prepare is NOW… Before This Hits!

Market Update: Are the Lows In Already… or Will Stocks Drop Even Further?

Posted on August 4, 2025 by Phoenix Capital Research

I warned time and again that a correction was coming.

The signals were all there. Market leading metrics were rolling over. Multiple asset classes were signaling that a “risk off” move was coming. And stocks were entering a period that has historically been weak.

All the markets needed was a trigger.

That trigger arrived on Friday when the Bureau of Labor Statistics (BLS) revealed that ~250,000 of the jobs created in the last three months were in fact fake. July’s jobs numbers came in at 73,000, well below estimates of 104,000 while June and May’s numbers were revised DOWN 133,000 and 125,000, respectively.

The S&P 500 promptly erased a month’s worth of gains in a day.

Momentum plays like RobinHood Markets (HOOD) fell even harder, losing over 3% in a single day. Even worse, despite a clear intervention to push the markets higher, HOOD was rejected by former support, signaling that it is now overhead resistance. This is a clear signal that the market’s dynamics have changed, and the markets are now in “risk off.”

Indeed, the selling pressure was so intense that stocks became oversold in the very short-term. However, I would be VERY careful about assuming the lows are in. The markets have gone straight up for nearly three months. And a single day of selling isn’t enough to reset things enough for the next major leg higher.

Consider that the rally from the April lows left three open gaps. The S&P 500 hasn’t even closed one yet. And truthfully, I wouldn’t be surprised to see stocks gradually work their way lower to close at least two of these in the next few weeks.

So again, I urge you not to rush back into the markets right now. Indeed, rather than looking to buy stocks aggressively, investors should focus on answering one question:

Will this be a garden variety correction…or are stocks about to roll over and REALLY collapse?

To answer that, we rely on a proprietary market timing trigger that has caught every market meltdown of the last 45 years. We detail it, how it works, and what it’s currently saying about the markets in a special investment report How to Predict a Crash. If you’re looking for a clear signal of when to get out of the markets, this is it!

Normally we’d sell this report for $499, but in light of what’s happening in markets today, we’re making just 99 copies available to the investing public.

To pick one up…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on Market Update: Are the Lows In Already… or Will Stocks Drop Even Further?

The Correction is Finally Here!

Posted on August 1, 2025 by Phoenix Capital Research

The correction is finally here.

Over the last week, I’ve been warning that stocks were due for a pullback, if not a correction. Some of the red flags I noted were:

  1. The S&P 500 has formed a clear rising wedge formation. Stocks had to go parabolic to the upside or correct. With the market up 30% from the lows, and overbought on a daily and weekly basis, the odds favor the latter outcome.
  1. Stocks were extremely extended above key moving averages. Historically, this degree of overextension above the short-term and intermediate term trend has resulted in a period of consolidation if not a short-term top.
  1. Market leading metrics (high yield credit, breadth) had begun to roll over, suggesting stocks would do so soon.
  1. Historically, August has been a poor month for stocks during a President’s 2nd term. As Ryan Detrick notes, the average August performance under these conditions is DOWN 3.4%.
  1. Multiple companies Visa (V) and Alphabet (GOOGL) had seen their shares slide despite posting fantastic results. This signaled that the market rally was exhausted.

Finally, yesterday I warned investors to keep a close eye on Meta (META) and Microsoft (MSFT). Both companies announced double beats (beating revenues and EPS expectations) on Wednesday evening. As a result of this, META and MSFT shares exploded higher in the after hours.

I warned that if META and MSFT shares couldn’t hold on to their gains, that the correction was finally here. And sure enough, both companies saw their shares close near the lows of the day, giving up considerable gains in the process.

META:

MSFT:

This, along with overall market weakness, resulted in the S&P 500 breaking out of its rising wedge formation to the downside. From a purely technical analysis perspective, it would not be unusual for the S&P 500 to decline to 6,000 or even lower.

The big question is what happens there. Specifically, is this just a dip that should be bought… or are stocks about to roll over and REALLY collapse?

To answer that, we rely on a proprietary market timing trigger that has caught every market meltdown of the last 45 years. We detail it, how it works, and what it’s currently saying about the markets in a special investment report How to Predict a Crash. If you’re looking for a clear signal of when to get out of the markets, this is it!

Normally we’d sell this report for $499, but in light of what’s happening in markets today, we’re making just 99 copies available to the investing public.

To pick one up…

CLICK HERE NOW!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Posted in stock collapse? | Comments Off on The Correction is Finally Here!