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Covid-19: Global Retrenchment Will Obliterate Sales, Profits and Yes, Big Tech
Covid-19: Global Retrenchment Will Obliterate Sales, Profits and Yes, Big Tech If you think global demand will rebound as global debt and confidence implode, you better not be making consequential decisions based on Euphorestra-addled magical thinking. Even before the Covid-19 pandemic, the global economy was slowing for two reasons: 1) everybody who can afford it already […]
China Injects A Record 5 Trillion Yuan In New Debt To Arrest Economic Crash
China Injects A Record 5 Trillion Yuan In New Debt To Arrest Economic Crash There was a palpable sense of disappointment last night when instead of cutting its benchmark overnight interest rates, Loan Prime Rate, as some – notably Goldman Sachs – had speculated might happen, the PBOC announced that it would only lower its […]
Kolanovic: The Tech Bubble Is Driven By Central Banks And Will Collapse; “This Time Is Not Different”
Kolanovic: The Tech Bubble Is Driven By Central Banks And Will Collapse; “This Time Is Not Different” Having been a must-read voice of contrarian originality and market structure insight especially in the arcane realm of quant finance and derivatives for much of 2013-2016, about 3 years ago something flipped and JPM’s head quant, Marko Kolanovic […]
The stages of the collapse
The stages of the collapse Could the coronavirus act as a catalyst for a new global economic crisis? It certainly has that potential—but how would the crisis proceed? In the December 2018 issue of our Q-Review, we laid out the likely scenarios of an approaching global economic collapse. But, like most things in life, such a dramatic event is […]
The White Swans of 2020
The White Swans of 2020 Financial markets remain blissfully in denial of the many predictable global crises that could come to a head this year, particularly in the months before the US presidential election. In addition to the increasingly obvious risks associated with climate change, at least four countries want to destabilize the US from […]
No One Gets Out Of Here Alive (Part Two)
NO ONE GETS OUT OF HERE ALIVE (PART TWO) In Part One of this article I exposed the numerous false narratives being peddled to the masses, as this Fourth Turning is entering the intense phase headed towards an unknown climax. I’ve been expecting the next shoe to fall in this Fourth Turning for years, but the financial […]
Coronavirus: An Economic Pandemic?
Coronavirus: An Economic Pandemic? How COVID-19 could alter Canada’s oil and gas industry, tourism, education, and public health. Also in Canada, and many other countries around the world, the epidemic is a threat to the livelihood of millions: the people who mine the raw materials China buys, the corporations that depend on Chinese-made goods as […]
The World Is Awash in Oil, False Assurances, Magical Thinking and Complacency as Global Demand Careens Toward a Cliff
The World Is Awash in Oil, False Assurances, Magical Thinking and Complacency as Global Demand Careens Toward a Cliff This collapse of price will manifest in all sorts of markets that are based on debt-funded purchases of desires rather than a warily prudent priority on needs. Since markets are supposed to discover the price of excesses and scarcities, […]
Trump Sanctions Rosneft, Russia’s Largest Oil Company, For Helping Maduro In Venezuela
Trump Sanctions Rosneft, Russia’s Largest Oil Company, For Helping Maduro In Venezuela The Trump administration announced significant new sanctions on Tuesday targeting Rosneft, Russia’s largest oil company, for helping Venezuelan leader Nicolas Maduro circumvent U.S. sanctions. Specifically, the sanction targets Rosneft Trading SA, a unit of Russia’s state-owned oil giant Rosneft, as well as company’s […]
Dominos Are Falling – China Shutdown To Crush India’s Already-Crumbling Economy
Dominos Are Falling – China Shutdown To Crush India’s Already-Crumbling Economy The supply chain shock emanating from China to other Asia Pacific countries and Europe, could become a major headache for India. Bloomberg focuses on how an industrial shutdown of China’s economy has already had a profound effect on India’s economy and could get worse. Pankaj R. Patel, chairman of Zydus Cadila, […]
No One Gets Out Of Here Alive
NO ONE GETS OUT OF HERE ALIVE “The seasons of time offer no guarantees. For modern societies, no less than for all forms of life, transformative change is discontinuous. For what seems an eternity, history goes nowhere – and then it suddenly flings us forward across some vast chaos that defies any mortal effort to […]
Blain’s Morning Porridge – 17 Feb 2020: Virus pain and Softbank
Blain’s Morning Porridge – 17 Feb 2020: Virus pain and Softbank “Lord, give me strength to deal with London cyclists…” A quiet day’s play in prospect with a US holiday, and its UK mid-term holiday all week. The Covid19 Coronavirus is likely to remain the dominant issue to worry the markets. Infections continue to […]
Beijing Crashes The Party: Chinese Media Warns Austerity Is Coming After FinMin Says “Proactive Fiscal Policy” No Longer Feasible
Beijing Crashes The Party: Chinese Media Warns Austerity Is Coming After FinMin Says “Proactive Fiscal Policy” No Longer Feasible One of the top reasons why stocks have continued to hit new all time highs despite the ongoing economic shock that has crippled China’s economy, which according to Goldman will push its GDP to zero (or […]
US Firms In China Suffering “Severe Shortages Of Workers,” Warn Virus Impact Hitting Supply Chains
US Firms In China Suffering “Severe Shortages Of Workers,” Warn Virus Impact Hitting Supply Chains The global supply chain Armageddon is happening. The economies of the world are more interconnected than ever. There are many ‘single points of failure’ in these complex and global operations, of which many of them originate in China. A new poll via […]
Bill Gates Warns “10 Million Lives” At Risk As Virus Spreads To Africa And Taiwan Reports First Death
Bill Gates Warns “10 Million Lives” At Risk As Virus Spreads To Africa And Taiwan Reports First Death Summary: Taiwan reports 1st coronavirus death Taiwan taxi driver who died from virus carried passengers from mainland, Hong Kong, Macau Singapore reports 3 more cases Indonesia says 6 passengers from Westerdam cruise ship tested negative There are […]
