Home » Economics (Page 147)
Category Archives: Economics
Do You Believe in Magic?
Do You Believe in Magic? The people pretending to run the world’s financial affairs do. The more layers of abstract game-playing they add to the existing armatures of unreality they’ve already constructed, the more certain it becomes that they will blow up all the support systems of a sunsetting hyper-tech economy that now has no […]
MMT Has Lit the Fuse on This Inflation Powder Keg
MMT Has Lit the Fuse on This Inflation Powder Keg An economic framework called Modern Monetary Theory (MMT) governs the financial world today, but fails to account for the consequences of its practices. In fact, MMT is leading us to an extremely dangerous financial situation that could blow up at any time. What is MMT? […]
What is 2032?
What is 2032? Many people have asked, “Why is 2032 going to be such a major change in the world’s political economy and society as a whole?” We are confronted by the end of the Sixth Wave come 2032, which will be a profound economic and political change. It appears these world leaders are pushing […]
The Iran-China Axis Is A Fast Growing Force In Oil Markets
The Iran-China Axis Is A Fast Growing Force In Oil Markets One of the things that doesn’t get a lot of discussion in the press is the under-the-table relationship Iran and China have had when it comes to oil. At first glance, they wouldn’t seem to have a lot in common. One is a theocracy […]
The Hazardous Detour in the Road to “Recovery” Few Foresee
The Hazardous Detour in the Road to “Recovery” Few Foresee As the level of Fed smack and crack needed to maintain the high increases, system fragility increases geometrically. You know the plot point in the horror film where the highway is blocked and a detour sign directs the car full of naive teens off onto a rutted track into […]
Japan’s Economy Is Again Struggling
Japan’s Economy Is Again Struggling Japan. the world’s third-largest economy is highly dependent on exports and the reality it is still struggling even after a great deal of America’s stimulus money leaked into buying imported goods speaks volumes. While it feels a bit like ancient history, Japan’s GDP contracted at an annualized rate of 28.8 […]
Ponzis Go Boom!!!
Ponzis Go Boom!!! For the past few years, I have been critical of the Ponzi Sector. To me, these are businesses that sell a dollar for 80 cents and hope to make it up in volume. Just because Amazon (AMZN – USA) ran at a loss early on, doesn’t mean that all businesses will inflect […]
Inflation Comes When People See it is Cheaper to Buy today than Tomorrow
Inflation Comes When People See it is Cheaper to Buy today than Tomorrow COMMENT: Dear Mr Armstrong, I wanted to write in to affirm your observation of regular people buying now rather than waiting (The Bull v Bear in the US Markets). I had to buy a new dryer earlier in the year. It took 6 […]
Peter Schiff: The Box That the Federal Reserve Is In
Peter Schiff: The Box That the Federal Reserve Is In Jerome Powell and Janet Yellen testified jointly before the US Senate last week. Inflation was a big topic of conversation. The Fed chair continued to insist that the central can fight inflation if necessary, but that it really isn’t a problem we need to worry […]
Archegos Implosion is a Sign of Massive Stock Market Leverage that Stays Hidden until it Blows Up and Hits the Banks
Archegos Implosion is a Sign of Massive Stock Market Leverage that Stays Hidden until it Blows Up and Hits the Banks Banks, as prime brokers and counterparties to the hedge fund, are eating multi-billion-dollar losses as they try to get out of these secretive stock derivative positions. The implosion of an undisclosed hedge fund, now […]
Want To Invest In Farmland? Here’s How
Want To Invest In Farmland? Here’s How There are now more options than ever (without having farm the land yourself!) Farmland is a “holy grail” asset class for many investors. It’s tangible, produces income, and has inherent underlying value — making it a great inflation hedge. It’s supply constrained. Mother Nature isn’t making any more […]
Brace, Brace, Brace: Global Supply Chains, Instability and Archegos
Brace, Brace, Brace: Global Supply Chains, Instability and Archegos You could not make this up; an unimaginably complex WW3 Techno-thriller unfolding as markets stumble and global supply chains hover on the edge of anarchy. On the other hand, maybe that’s just the way it was planned. “The supreme art of war is to subdue the […]
What’s Behind the Stunning Spike in Used Vehicle Auction Prices? That Consumers Aren’t on Buyers Strike Shows Something Big about Inflation Has Changed
What’s Behind the Stunning Spike in Used Vehicle Auction Prices? That Consumers Aren’t on Buyers Strike Shows Something Big about Inflation Has Changed Need a used pickup truck? Forget it, or pay out of your nose for it. But even spurned mid-sized cars are seeing stunning price increases. Prices of used cars and trucks of […]
Things That Make Me Go Hmmm: Inflation, Crypto, Command Economies and Gold.
Things That Make Me Go Hmmm: Inflation, Crypto, Command Economies and Gold. Over the years I’ve written almost ad nauseum about the crazy I see (and saw) around me as a fund manager, family office principal and individual investor. The list includes: 1) an entire book on the grotesque central bank distortions of free market price discovery, […]
