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Trader: “The Facts Are Lining Up For A Nasty Correction In The S&P 500”
Trader: “The Facts Are Lining Up For A Nasty Correction In The S&P 500” U.S. Equity Optimism Is Starting To Look Misplaced It’s time to turn bearish on the S&P 500, at least for a few weeks. The benchmark U.S. equity index just made a fresh record high, but it’s unlikely to keep ignoring warning […]
Peter Schiff: The Bigger the Boom, the Bigger the Bust (Video)
Peter Schiff: The Bigger the Boom, the Bigger the Bust (Video) During the New Orleans Investment Conference, Peter Schiff participated in a panel discussion with Ben Hunt and Mike Larson. They talked about bubbles, booms and busts. Hunt called it the “bubble of everything.” But he said the “gravitational force” created by all of the […]
The Fed Is the Bubble
The Fed Is the Bubble Occam’s Razor: The simplest explanation is often the best explanation. In this case: The Fed panicked in December and by caving to markets reignited the bubble in a major way and now they are losing control as they are trapped and twisted in their own narratives. No rate hikes until […]
IMF’s Lagarde Laments “Highly Mysterious” Low Inflation, Says “Everybody” Would Like It To Be Higher
IMF’s Lagarde Laments “Highly Mysterious” Low Inflation, Says “Everybody” Would Like It To Be Higher Without skipping a beat, IMF Director Christine Lagarde left President Xi’s Belt and Road initiative conference and traveled to sunny southern California to make an appearance at the Milken Institute Conference, where she sat for an interview with former WSJ […]
Globally Synchronized…
Globally Synchronized… The economic sickness is predictably spreading. While unexpected in most of the world which still, somehow, depends on central banking forecasts, it really has been almost inevitable. From the very start, just the utterance of the word “decoupling” was the kiss of death. What that meant in the context of globally synchronized growth, […]
The Lesson Of Argentina: You Can’t Stabilize A Bankrupt Economy
The Lesson Of Argentina: You Can’t Stabilize A Bankrupt Economy So the U.S. puts Republicans (the party of small government) in charge, and gets… trillion dollar deficits as far as the eye can see AND a revival of socialism among Democrats. Scary as this may seem, the real (and even scarier) lesson is that it’s […]
Nomura: The Fed Will Go Large; Expect A 50bp Cut Out Of The Gate… And Soon
Nomura: The Fed Will Go Large; Expect A 50bp Cut Out Of The Gate… And Soon it may seem morbid, if not grotesque, to discuss the Fed cutting rates on the day when the S&P just hit a new all time high, but as a result of the previously discussed US bank liquidity and dollar shortage thesis, now also […]
Social Security fund to go into the red in 2020; will be completely bankrupt by 2035… governments will desperately find a way to kill off populations around the world
Social Security fund to go into the red in 2020; will be completely bankrupt by 2035… governments will desperately find a way to kill off populations around the world (Natural News) According to the 2019 annual report published by the Social Security and Medicare Board of Trustees, the Social Security fund will go in the red […]
Central Banking is Central Planning
CENTRAL BANKING IS CENTRAL PLANNING At a time when the appeal of and demands for a new “democratic” socialism seem to have caught the imagination of many among the young and are reflected in the promises of a good number of political candidates running for high office, there is one already-existing socialist institution in America […]
Brace Yourself: The Next Epic Collapse Could Be Weeks Away
Brace Yourself: The Next Epic Collapse Could Be Weeks Away There wasn’t a group of people more wrong about the 2008 financial crisis than those at the Federal Reserve. Mere months before the disaster hit in earnest, the nation’s highest economic and financial officials were vocal that there was nothing to worry about. Most memorable of these […]
“Everyone Is Thinking It’s The Shanghai Accord All Over Again”
“Everyone Is Thinking It’s The Shanghai Accord All Over Again” Back on January 9, when the S&P500 was just inches away from its Christmas Day bear market lows, we asked a simple question: is the Shanghai Accord 2.0 coming? Now, with the S&P back at all time highs, China unleashing a historic torrent of new credit after launching […]
Not Modern, Not About Money, and Not Really Much of a Theory
NOT MODERN, NOT ABOUT MONEY, AND NOT REALLY MUCH OF A THEORY “Ignoring MMT’s rising popularity would be about as smart (and effective) as a dog barking at the waves in the ocean.”–KEVIN MUIR, author of the avant garde financial newsletter, The Macro Tourist “I believe that all good things taken to an extreme become self-destructive […]
Get Real
Get Real The final phase of a bull cycle is the most deceiving. It is the time when things are at their best, optimism runs wild, equities can do no wrong and any warning signs are dismissed as equity price action valiantly defies the reality that is to come. It is also a time when […]
This Is the End of the Cycle
This Is the End of the Cycle Both new households and new businesses are in secular decline. Goosing the stock market and GDP doesn’t change this reality. Everyone wants every cycle of expansion to last forever, but alas every cycle ends. The growth cycle that began in 2009 is finally coming to an end. The signs […]
That Time the Dollar Tide Went Out…
That Time the Dollar Tide Went Out… Welcome to the Dollar Rally to end all rallies. This week’s action in the U.S. dollar puts paid all of the moves by the Fed and the ECB over the past three months to forestall this from coming. First it was January’s FOMC meeting where the Fed completely […]
