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A Fake Brexit and the “Noble Dream” – Claudio Grass Speaks With Godfrey Bloom
A Fake Brexit and the “Noble Dream” – Claudio Grass Speaks With Godfrey Bloom Introductory Remarks: The “Anti-Politician” Godfrey Bloom, by PT Most of our readers will probably remember former UKIP chief whip and European Parliament representative Godfrey Bloom. As far as we know, he is the only politician who ever raised the issue of […]
The Degrading Facts of a Fake Money Hole in the Head
The Degrading Facts of a Fake Money Hole in the Head Squishy Fact Finding Mission Today we begin with the facts. But not just the facts; the facts of the facts. We want to better understand just what it is that is provoking today’s ludicrous world. To clarify, we are not after the cold hard […]
Not Just Fangs: Manias and Echo Bubbles Abound
Not Just Fangs: Manias and Echo Bubbles Abound It’s not just the FANGs investors should be worried about. A Tweet and an article explain. ✔ “With the FANG stocks faltering lately investors are starting to become concerned about their impact on the broader market. And there is certainly something to this.”https://app.hedgeye.com/insights/69386-it-s-more-than-just-fang-stocks-investors-should-be-worried-about?type=guest-contributors … 6:17 PM – Aug 3, […]
Stock Market Manias of the Past vs the Echo Bubble
Stock Market Manias of the Past vs the Echo Bubble The Big Picture The diverging performance of major US stock market indexes which has been in place since the late January peak in DJIA and SPX has become even more extreme in recent months. In terms of duration and extent it is one of the […]
Are You Prepared for the End of Fake Money?
Are You Prepared for the End of Fake Money? What Is Money? Today we begin with a fundamental question: What is money? This, no doubt, is an important question. And we ask it with clear intent and purpose. Namely, we want to better understand how it’s possible for America to rack up such a massive […]
Merger Mania and the Kings of Debt
Merger Mania and the Kings of Debt Another Early Warning Siren Goes Off Our friend Jonathan Tepper of research house Variant Perception (check out their blog to see some of their excellent work) recently pointed out to us that the volume of mergers and acquisitions has increased rather noticeably lately. Some color on this was […]
The Fed’s “Inflation Target” is Impoverishing American Workers
The Fed’s “Inflation Target” is Impoverishing American Workers Redefined Terms and Absurd Targets At one time, the Federal Reserve’s sole mandate was to maintain stable prices and to “fight inflation.” To the Fed, the financial press, and most everyone else “inflation” means rising prices instead of its original and true definition as an increase in […]
Chasing the Wind
Chasing the Wind Futility with Purpose Plebeians generally ignore the tact of their economic central planners. They care more that their meatloaf is hot and their suds are cold, than about any plans being hatched in the capital city. Nonetheless, the central planners know an angry mob, with torches and pitchforks, are only a few […]
America Goes Full Imbecile
America Goes Full Imbecile Credit has a wicked way of magnifying a person’s defects. Even the most cautious man, with unlimited credit, can make mistakes that in retrospect seem absurd. But an average man, with unlimited credit, is preeminently disposed to going full imbecile. Let us not forget about this important skill… [PT] Several […]
Reflections on Late-Stage Inflation
Reflections on Late-Stage Inflation Without a doubt, we are in a period of late-stage inflation. But how long can it last? A few days ago I noted that “inflation expectations” were the same or nearly the same for every period from seven years through thirty. Actually, the thirty-year expectation was slightly less than the 10-year […]
US Money Supply Growth Jumps in March , Bank Credit Growth Stalls
US Money Supply Growth Jumps in March , Bank Credit Growth Stalls A Movie We Have Seen Before – Repatriation Effect? There was a sizable increase in the year-on-year growth rate of the true US money supply TMS-2 between February and March. Note that you would not notice this when looking at the official broad […]
Effects of Monetary Pumping on the Real World
Effects of Monetary Pumping on the Real World As long time readers know, we are looking at the economy through the lens of Austrian capital and monetary theory (see here for a backgrounder on capital theory and the production structure). In a nutshell: Monetary pumping falsifies interest rate signals by pushing gross market rates below […]
Paradise in LA LA Land
Paradise in LA LA Land More is revealed with each passing day. You can count on it. But what exactly the ‘more is of’ requires careful discrimination. Is the ‘more’ merely more noise? Or is it something of actual substance? Today we endeavor to pass judgment, on your behalf. Normally, judgment would be passed on […]
Broken Promises
Broken Promises Demanding More Debt Consumer debt, corporate debt, and government debt are all going up. But that’s not all. Margin debt – debt that investors borrow against their portfolio to buy more stocks – has hit a record of $642.8 billion. What in the world are people thinking? A blow-off in margin debt mirroring the […]
US Stock Market: Conspicuous Similarities with 1929, 1987 and Japan in 1990
US Stock Market: Conspicuous Similarities with 1929, 1987 and Japan in 1990 Stretched to the Limit There are good reasons to suspect that the bull market in US equities has been stretched to the limit. These include inter alia: high fundamental valuation levels, as e.g. illustrated by the Shiller P/E ratio (a.k.a. “CAPE”/ cyclically adjusted […]
