by David Brady
I had a great discussion this week with Craig Hemke on the Sprott Money Monthly Wrap-Up, available here:
“The Trap Has Been Sprung” on the Fed – Monthly Wrap Up
With an emphasis on the bigger picture, we focused on the primary drivers of the markets over the past month and going forward. Today, I am going to repeat much of what I said but with far greater detail and add some items we didn’t cover.
The two primary drivers of the markets in general from my perspective were and are the following: