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Proof of a Stagflationary Recession?

By Dennis Tubbergen | Sep 19, 2022 | 0 Comments

          I’ve been offering my opinion since the beginning of the year that the US economy is in recession.           More recently, it’s been confirmed that the US economy did indeed shrink in both the first and second quarter of the year, meeting the technical definition of a recession despite claims to the contrary by … Continue reading “Proof of a Stagflationary Recession?”

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Rising Energy Costs and the Economy

By Dennis Tubbergen | Sep 12, 2022 | 0 Comments

            There is a lot going on globally that will, in my view, create some additional headwinds for the US economy moving ahead.             This week, I’ll discuss one situation that has the potential to be especially impactful on the US economy.             It’s the world energy situation.             As we all are aware, energy … Continue reading “Rising Energy Costs and the Economy”

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Does Consumer Behavior Confirm Recession Is Here?

By Dennis Tubbergen | Sep 5, 2022 | 0 Comments

            All markets had a tough week last week.  Historically speaking, stocks, US Treasuries, and precious metals are not typically correlated, but you wouldn’t know that looking at the performance of these asset classes year-to-date.             I expect that this is an aberration of sorts and more typical inversely correlated performance will once again resume … Continue reading “Does Consumer Behavior Confirm Recession Is Here?”

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Forecast on Target

By Dennis Tubbergen | Aug 29, 2022 | 0 Comments

          Last week, I gave you an update on the housing market.  It’s my strong opinion that real estate is now at the beginning of a decline that will rival the plunge in prices experienced at the time of the Great Financial Crisis.           This development fits in with my long-held belief that our economy … Continue reading “Forecast on Target”

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The Beginning of the End for Real Estate?

By Dennis Tubbergen | Aug 22, 2022 | 0 Comments

        In the September issue of “The You May Not Know Report”, I discuss my view that the housing market is beginning to slow and is on the verge of a decline much like the one we witnessed at the time of the Great Financial Crisis.         There are many reasons that I come to … Continue reading “The Beginning of the End for Real Estate?”

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Inflation Delusions and the End of the Road

By Dennis Tubbergen | Aug 15, 2022 | 0 Comments

The “Inflation Reduction Act” passed recently will do nothing to reduce inflation.  It increases federal spending which can only be financed via additional currency creation by the Federal Reserve.              While there is not sufficient space in this short, weekly newsletter to thoroughly discuss all the provisions of this bill, there is one provision that … Continue reading “Inflation Delusions and the End of the Road”

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The ‘Inflation Reduction Act’ Will Do Anything But

By Dennis Tubbergen | Aug 8, 2022 | 0 Comments

          Last week, I pointed out that using the long-accepted definition of recession, the United States finds itself smack in the middle of one despite the fact that there are politicians and policymakers who would like to change the way a recession is defined.           This past week, the Washington politicians collectively passed a bill … Continue reading “The ‘Inflation Reduction Act’ Will Do Anything But”

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Recession is Here:  Fed’s Next Move Will Be……

By Dennis Tubbergen | Aug 1, 2022 | 0 Comments

          Using the longstanding and widely accepted definition of recession, the United States now finds herself smack in the middle of one.           If you’ve been a long-term reader of “Portfolio Watch”, you know that I have been suggesting that we are in recession since the first of the year.  Now, the facts are confirming … Continue reading “Recession is Here:  Fed’s Next Move Will Be……”

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Are Precious Metals Markets Manipulated?

By Dennis Tubbergen | Jul 25, 2022 | 0 Comments

            This week I’m going to discuss a topic that I am often asked about; that is the manipulation of the precious metals markets.  More specifically, are the prices of precious metals manipulated?             While I can’t speak to the frequency of the manipulation of precious metals prices, there is indisputable evidence that this market … Continue reading “Are Precious Metals Markets Manipulated?”

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Credit Card Use and Inflation

By Dennis Tubbergen | Jul 18, 2022 | 0 Comments

          During this week’s “Headline Roundup” newscast (broadcast live every Monday at noon, then posted at, I expounded on a trend I discussed previously.  That trend is that consumer spending is being increasingly funded by debt accumulation, primarily on credit cards.           This from “Zero Hedge” (Source: The US personal savings rate is near … Continue reading “Credit Card Use and Inflation”

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