Could Rising Rates Pop the Equity Bubble?

Lyn Alden and Michael Oliver return as guests on this week’s program.

Even though M. Oliver has been bearish on U.S. Treasuries, his analysis persistently convinced him it is not yet time to pull the plug on the U.S. T-Bond. However, his work has also persistently pointed to a rise in commodity prices and long-term dollar decline. He awaits his momentum and structural analysis to dictate Treasury plug pulling time. He suspects rising levels of inflation will trigger a rate rise explosion that leads to the Fed’s loss of control of rates which will in turn trigger stock market carnage.

Lyn explains how rising rates impact equity markets and if she can perceive of market dynamics that might cause central banks to lose control over rates. We ask M. Oliver for his latest T-Bond rate analysis & other key market analysis.

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Lyn Alden’s background lies in the intersection of engineering and finance.

Ms. Alden has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility and has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Forbes, Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Street, CNBC, US News and World Report, Kiplinger, Huffington Post, and elsewhere. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.

Her website (https://www.lynalden.com/) provides investment research and strategy, covering stocks, options, precious metals, international equities, and alternative investments, with a specialization in asset allocation.

Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, NYC. He studied under David Johnson, head of Hutton’s Commodity Division and Chairman of the COMEX.

In the 1980’s Oliver began to develop his own momentum-based method of technical analysis. In 1987 Oliver, along with his futures client accounts (Oliver had trading POA) technically anticipated and captured the Crash. Oliver began to realize that his emergent momentum-structural-based tools should be further developed into a full analytic methodology.

In 1992 he was asked by the Financial VP and head of Wachovia Bank’s Trust Department to provide soft dollar research to Wachovia. Within a year Oliver shifted from brokerage to full-time technical research. MSA has provided its proprietary technical research services to financial and asset management clients continually since 1992. Oliver is the author of The New Libertarianism: Anarcho-Capitalism. 

About Jay Taylor