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QE Party Is Drying Up, Even at the Bank of Japan
QE Party Is Drying Up, Even at the Bank of Japan Despite repeated speeches to the contrary. As of September 30, total assets on the Bank of Japan’s elephantine balance sheet dropped by ¥5.4 trillion ($33 billion) from a month earlier, to ¥537 trillion ($4.87 trillion). It was the fourth month-over-month decline in a series […]
The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations
The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations The defaults and currency crises in the periphery will then move into the core. It’s funny how unintended consequences so rarely turn out to be good. The intended consequences of central banks’ unprecedented tsunami of stimulus (quantitative easing, super-low interest rates and easy credit / […]
The Fed’s QE Unwind Reaches $285 Billion
The Fed’s QE Unwind Reaches $285 Billion The “up to” begins to matter for the first time. The Fed released its weekly balance sheet Thursday afternoon. Over the four-week period from September 6 through October 3, total assets on the Fed’s balance sheet dropped by $34 billion. This brought the decline since October 2017, when […]
People Will Be Dumping Dollars & Buying Gold – Peter Schiff
People Will Be Dumping Dollars & Buying Gold – Peter Schiff Money manager Peter Schiff was in a small group warning of a coming financial meltdown that happened in 2008. Schiff says, “I was kind of a fixture on financial cable TV giving these warnings. My thought was the bubble would burst, and I knew […]
QR 3/2018: How the Eurozone breaks
QR 3/2018: How the Eurozone breaks The Eurozone is a fragile financial mammoth. While its GDP lacks the US by around $3 trillion, assets of the banking sector are some 240 percent of GDP vs. around 90 percent in the US. It has been kept standing only through the large-scale asset purchase program (quantitative easing […]
How the Crisis Caused a Pension Train Wreck
How the Crisis Caused a Pension Train Wreck We’ve been writing for some time that one of the consequences of the protracted super-low interest rate regime of the post crisis era was to create a world of hurt for savers, particularly long-term savers like pension funds, life insurers and retirees. Even though the widespread underfunding […]
Gold in the “Everything Bubble”: Effective Diversification?
Gold in the “Everything Bubble”: Effective Diversification? What do you do when nearly all asset classes are overvalued? Diversification is one of the oldest principles by which people try to hang on to their wealth, however little they might have. Don’t put all your eggs in one basket, it goes. Diversification is not designed to […]
This ‘Deflationary’ Bull Markets Ending – And Here’s What’s Coming Next For Investors
This ‘Deflationary’ Bull Markets Ending – And Here’s What’s Coming Next For Investors After many years of cheap money and asset bubbles – it looks like the upside is finally over. That is – the potential upside against the amount of risk taken on – is over. I often write about investors needing to find […]
Wasting the Lehman Crisis: What Was Not Saved Was the Economy
Wasting the Lehman Crisis: What Was Not Saved Was the Economy Photo Source futureatlas.com | CC BY 2.0 Today’s financial malaise for pension funds, state and local budgets and underemployment is largely a result of the 2008 bailout, not the crash. What was saved was not only the banks – or more to the point, […]
When The U.S. Stock Market Crashes, Buy Gold – David Brady
When The U.S. Stock Market Crashes, Buy Gold – David Brady While we wait for news on the 25% tariffs on $200bln or 40% of Chinese exports to the U.S.—and with the threat of the same on the remaining ~$300bln to follow—I want to outline the endgame for the dollar and the likely beginning of […]
Clinging to Old Theories of Inflation
Clinging to Old Theories of Inflation QUESTION: Mr. Armstrong, I think I am starting to understand your view of inflation. It is very complex. I think some people cannot think beyond a simple one dimension concept as you often say. So I am trying to be more dynamic in my thinking process. Here you point […]
When The US’s Stock Market Bubble Bursts, Inevitable Disaster Will Follow
When The US’s Stock Market Bubble Bursts, Inevitable Disaster Will Follow Complete and utter disaster will be inevitable and unavoidable when the United States’ stock market bubble bursts. Unfortunately, too many think the high stock market is evidence of a stable economy, but it’s actually an artificial bubble that will end in a disastrous crisis. This unusual […]
The Fed’s QE Unwind Hits $250 Billion
The Fed’s QE Unwind Hits $250 Billion Here’s my math when this “balance sheet normalization” will end. In August, the Federal Reserve was supposed to shed up to $24 billion in Treasury securities and up to $16 billion in Mortgage Backed Securities (MBS), for a total of $40 billion, according to its QE-unwind plan – […]
Where Will The Next Crisis Come From?
Where Will The Next Crisis Come From? Key Points It’s been 10 years since a U.S. financial shock turned into a crisis in the global financial, market and economic system. A shock turns into a crisis when the system is unprepared for it. The system is often at its most vulnerable near the end of […]
Weekly Commentary: Unassailable
Weekly Commentary: Unassailable I’ve been here before and, candidly, it’s not much fun. Lodged in my mind this week was the brilliant quote from the 19th century German philosopher Arthur Schopenhauer: “All truth passes through three stages: First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as self-evident.” It’s fascinating how […]
