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“No Way Out” for Global Markets Trapped in a Doom Loop of Debt

April 23, 2023

“No Way Out” for Global Markets Trapped in a Doom Loop of Debt

In this compelling conversation with Wealthion founder, Adam Taggart, Matterhorn Asset Management principal, Matthew Piepenburg, addresses the current and vast range of headline market topics, signals and risks. Inflation, deflation, risk assets, bond stress, cryptos, war, bank failures, CBDC’s rise, trapped policy makers and, of course, the topic of precious metals are all carefully and plainly discussed.

Piepenburg’s broader views on current and future financial conditions are bluntly yet realistically presented as a “no way out” scenario for global economies distorted by cornered central bankers. The bottom line is as simple as it is incontrovertible: The global economy is stuck in a doom loop of debt.

Either central banks raise rates to allegedly “kill inflation” by killing the economy and markets, or they resort to more mouse-click money and kill the currency in your wallet.

Historically, all debt-cornered nations spur collapsing markets followed by collapsing currencies and inflation-driven social unrest. Leaders of all eras and stripes (left or right) then address this unrest with tighter, more centralized controls over our economies and lives. CBDC is a classic and modern symptom of this timeless pattern.  So is war. The current era will be no exception, as history (from ancient Rome to Chairman Mao, or Napoleon to the rise of fascist leaders of the 1930’s) offers no exception.

Piepenburg tracks the current evolution of this trend in a Federal Reserve that has tightened too fast and too high, breaking everything in its path in one dis-inflationary debt or banking crisis after the next, which are inevitably “solved” via more inflationary and mouse-clicked dollars. End result? Currency debasement, for which gold is one obvious and historical solution rather than “gold bug” apology.

…click on the above link to read the rest…

David Hunter: S&P to Meltup 40%, Then Crash 80%

February 6, 2022

David Hunter: S&P to Meltup 40%, Then Crash 80%

Neil Howe On The Fourth Turning: How Bad Will It Get, How Long Will It Last & What Comes Next? (PT1)

October 18, 2021

Neil Howe On The Fourth Turning: How Bad Will It Get, How Long Will It Last & What Comes Next? (PT1)

They say history rhymes.

That civilizations and societies tend to follow cycles — boom/bust, feast/famine, war/peace, cultural experimentation/a retrenchment to the “old ways”.

Neil Howe, the author of the best-selling book The Fourth Turning, lays out his prediction that today’s society has entered the “bust” part of our current cycle — where the status quo falls apart — often chaotically — to be replaced by a new, hopefully better, order.

Howe explains why the weight of history strongly suggests we are headed into a decade-plus period of economic and social disruption that will transform our political, economic, financial and social systems.

Volatility will reign. Crushing inflation looks likely. We may see a stock market crash and widespread job losses. Perhaps even war.

But as with all preceding fourth turnings, Howe predicts we’ll come of it ok. Yes, with some bruises; but likely also with some net improvements for society.

What should we expect from this period of disruption? Are there steps we can take to improve our odds of persevering?

Neil provides very detailed answers in this interview…

Here’s Why Energy Prices & Shortages Are Going Berserk | Art Berman

October 13, 2021

Here’s Why Energy Prices & Shortages Are Going Berserk | Art Berman

Energy is suddenly headline news.

Oil, which traded at negative prices for a brief moment last year due to the global economic slowdown caused by the pandemic, is now expected by a number of analysts to hit $100/barrel soon.

Europe is worried about not having enough natural gas to heat its homes this winter.

A petrol shortage in the UK is making it a challenge for folks to fill their cars. And prices at the pump are back near record highs in the US.

And China and India are so short on coal that major metropolitan power plants are resorting to rolling blackouts to conserve fuel.

Why are so many regions of the world suddenly experiencing these energy crises?

Petroleum geologist & energy analyst Art Berman has a lot of the answers we’re looking for, and I’m so pleased he was able to join us today on such short notice.

Death By Inflation Or Debt Defaults? Luke Gromen On The No-Win Situation We’re Trapped In

October 6, 2021

Death By Inflation Or Debt Defaults? Luke Gromen On The No-Win Situation We’re Trapped In

In the US, the monetary & fiscal stimulus spigots are turning off as the Fed threatens to start tapering in November and Congress devolves into gridlock over both the next stimulus package as well as the debt ceiling.

The US currently spends 111% of its tax receipts on the true cost of servicing its debt & the Fed is now chained to printing up the difference. This is a no-win situation.

Outside the US, longstanding stable political regimes like Angela Merkel’s party in Germany are voted out of control. And Asia, particularly China, is experiencing a pronounced economic slowdown, exacerbated by failures like the Evergrande crisis.

Add to that rising energy costs, natural gas & petrol shortages, and electrical power rationing across the globe, and the road ahead looks downright scary.

How will this turbulence resolve? And how are markets likely to react?

To shoulder the challenge of making sense of this all, I’m thrilled to welcome Luke Gromen back onto the program.

Luke Gromen is founder of the highly-respect macro/thematic research firm Forest for the Trees.

Want To Invest In Farmland? Here’s How

March 29, 2021

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 of it  –and in total, farm acreage around the world is being lost to development, drought, etc.

Historically it’s an asset class that produces double-digit annual returns while remaining largely uncorrelated with the stock market, making it a valuable component for portfolio diversification.

And even better, it offers the chance to do well by doing good. There are increasing opportunities to convert poorly-managed conventional farmland to organic status through sustainable practices AND command much higher profits in the process. Smart farmers are now able to create superior business while healing the soil at the same time.

So, how can you get access to this attractive asset class?

Farmland investor Craig Wichner, Managing Director of Farmland LP,  explains how in this week’s Market Update. He also details out the growing number of ways regular investors like you can purchase farmland and benefit from its many attributes without having to actually become a farmer yourself.

Which is why Craig agrees that now, more than ever, is the time to partner with a financial advisor who understands the nature of the market risks in play as well as the opportunities that farmland offers in a diversified portfolio to defend against them, can craft an appropriate portfolio strategy for you given your needs, and apply sound risk management protection where appropriate:

farmland, peak prosperity, investment, adam taggart, risk

Are We Staring At A Coming Systemic Breakdown & The End Of Capitalism?

March 25, 2021

For any problems they face, governments all over the world are now conditioned to simply deficit spend or issue new $trillions in ‘thin air’ currency.

So how in danger are we of that recklessness leading to a breakdown of the entire system?

Respected financial analyst Michael Every suspects we’re closer than most realize.

As governments continue to flood the world with debt-funded stimulus, they not only fan the flames under the social powderkeg of wealth inequality, but they are destroying their own powers in the process.

Up until the Great Financial Crisis, a dollar in new federal debt issued resulted in more than $1 in incremental GDP. But no longer:

Federal Debt Growth vs GDP Growth

That indicates the government is now at the ‘pushing on a string’ phase: it can’t grow out of its problems. Issuing new debt only digs the insolvency hole deeper at this point.

Which is why Michael agrees that now, more than ever, is the time to partner with a financial advisor who understands the nature of the risks and opportunities in play, can craft an appropriate portfolio strategy for you given your needs, and apply sound risk management protection where appropriate:

adam taggart, peak prosperity, michael every, rabobank, capitalism, money printing, credit expansion, central banks, monetary stimulus, growth, risk

A Market Crash AND High Inflation?

February 15, 2021

Imagine for a moment that the price of all your investments — your stocks, your retirement portfolio, your house — suddenly drop in half this year. Now imagine that on top of that inflation suddenly picks up, making your cost of living skyrocket.

That would be pretty awful, right?

Well, this might not be just some theoretical thought exercise.

Highly respected financial researcher Jesse Felder warns us that these twin dangers of a market crash and higher inflation actually could indeed happen in the near future.

For many months now we’ve been sharing the mounting abundance of data points revealing that today’s markets are historically unprecedented levels of over-valuation. To our list, Jesse adds record margin debt levels, which have NEVER been higher compared to GDP than they are now:

Margin Debt to GDP chart

Margin debt is a measure of how speculative the investing environment is: the more margin debt outstanding, the more speculative the time. So we are now living in the most speculative moment EVER.

Like many of our recent past guest experts like Grant Williams, Jim Rogers, Steen Jakobsen and Jim Bianco, Jesse foresees high inflation as the biggest existential threat to markets and the economy going forward. That by itself would puncture the euphoria supporting today’s asset prices.

So, ugly as it is to contemplate, we may be dealing with declining markets and rising inflation as 2021 progresses.

Which is why now, more than ever, is the time to partner with a financial advisor who understands the nature of the risks and opportunities in play, can craft an appropriate portfolio strategy for you given your needs, and apply sound risk management protection where appropriate:

 [ Watch & Download This Video on Vimeo ]

…click on the above link to read the rest of the article…

 

What Does A Silver Panic Look Like?

February 3, 2021

Has the #silversqueeze already fizzled out?

Hard to know at the moment. Prices are being hammered down this morning as the CME hiked COMEX margin requirements by 18%.

But according to this interview last night with Robert Mish, an independent precious metals dealer with nearly 60 years of experience in the industry, inventories have been overwhelmed by the wave of retail buyers making purchases over the past few days.

As a result, the price of physical silver is currently MUCH higher than paper silver.

If this buying pressure continues, he sees the price of paper silver being pushed up into the $35-50/oz range in the near term. But that’s only if the army of retail buyers keeps at it.

How will we know if the #silversqueeze army is successful in creating a true silver shortage?

Robert shares his war stories from previous panics in the ’60, ’70s and 1980 to give us a sense of what one will look like if it indeed happens:

 

How To Lose Weight

January 10, 2021

If you’re like most of the people around the world who had their lives rocked by the COVID pandemic, staying healthy in 2021 is likely one of your resolutions for the coming year.

And if so, ‘losing weight’ is probably on your list.

Most of us carry more inches around the middle than we’d ideally like and worry about the long-term health risks that can come with being overweight. And with COVID-19, excess weight is a co-morbidity that can dangerously worsen outcomes for those infected.

Yet most New Year’s weight loss attempts meet with failure, usually after only a few weeks. The truth is: dropping unwanted pounds and keeping them off is hard.

BUT….it’s doable. In fact, the pathway to achieve a healthy bodyweight is surprisingly straightforward. It just requires disciplined commitment. Weight loss programs overwhelmingly fail because of psychological reasons or misinformation. If you pick a program based on good science — and keep your mind right while pursuing it — positive results are inevitable.

In this article, which builds on previous advice I’ve written on the topic,  I’m going to recount my own experience (with evidence for you to judge) with finally losing the pounds that had for years stubbornly refused to leave my middle. The keys to my success weren’t complicated nor expensive. And I firmly believe that anyone, regardless of age or situation, can deploy them to similar results.

Why Believe Me?

For those wondering whether they should believe me, take a look at the Before and After pictures below:

   

 

 

 

 

 

 

 

 

You should listen to me because I’ve taken this journey.

That’s me in both pictures. In my late 30s on the left and my late 40s on the right.

I know what it’s like to be far too overweight and health-challenged.

…click on the above link to read the rest of the article…

 

Running Out Of Soybeans?

December 24, 2020

Several factors are conspiring to weaken the reliability of our food production systems, warns Christian Westbrook, publisher of the website IceAgeFarmer.com

We’re seeing a shortening of the growing season for important crops due to weather trends and changes in the solar cycle.

Our food production system, which is highly dependent on chemical inputs and fossil fuels, is becoming increasingly brittle.

And we have more vulnerability due to the global nature of modern food supply chains. Crop shortages/failures in one part of the world impact all markets now.

For example, soybean supply is tightening as bad weather in South America and increased buying by China are hitting at a time when global stocks are already low.

As the world population grows, climate instability continues, and more countries are able to economically compete for resources, experts foresee future demand that may prove overwhelming vs supply:

What if several of the world’s biggest food crops failed at the same time?

In the past several decades, many of the world’s major breadbaskets have experienced shocks – events that caused large, rapid drops in food production. For example, regional droughts and heat waves in the Ukraine and Russia in 2007 and then again in 2009 damaged wheat crops and caused global wheat prices to spike by substantial amounts in both years. In 2012 heat and drought in the United States slashed national corn, soybean and other crop yields by up to 27 percent. And yields of important food crops are low and stagnating in many countries due to factors including plant diseases, poor soil quality, poor management practices and damage from air pollution.

At the same time, many experts assert that world food production may have to double by 2050 to feed a growing population and satisfy rising demand for meat, poultry and dairy products in developing countries.

…click on the above link to read the rest of the article…

Make Your ‘Dent In The Universe’

December 23, 2020

Having spent a career launching iconic products — including Apple’s first Macintosh computer — Guy Kawasaki knows a thing or two about what leads to success and fulfillment in both business and life.

These are insights more and more of us could benefit from right now, as the economic disruption caused by covid has thrown many households into turmoil as millions of workers have been laid off, hundreds of thousands of businesses are closing, and many industries have been upended.

As we look ahead to the coming decade, challenges abound. More and more experts foresee a “lost decade” for the markets, as today’s sky-high valuations have pulled tomorrow’s returns into today. Many of the jobs lost to the pandemic simply won’t come back.

How can we chart a course through this uncertainty that will give us hope, happiness and fulfillment?

Kawasaki advises developing an accurate understanding of your talents and then optimizing them for a niche others aren’t serving well. Ask yourself: How can I maximize the value can I bring? And how can I make it as unique as possible?

In Guy’s long experience, the people who manage to exist in the upper right quadrant of the chart above have the most successful careers, the most profitable businesses, and the most fulfilling relationships.

Guy thinks this framework is more important than ever given the continued disruption and challenges ahead.

Which is why now, more than ever, is the time to partner with a financial advisor who understands both the opportunities and the risks in play, can craft an appropriate portfolio strategy for you given your needs, and apply sound risk management protection where appropriate:

Gold & The Great Reset

November 29, 2020

The composition of the US dollar, including what it is backed by, has been replaced many times throughout America’s history. And another replacement is currently underway, warns monetary expert Mike Maloney.

After President Nixon fully severed its ties to gold, our government leaders have increasingly relied on expanding the currency supply to paper over (quite literally) today’s problems at the expense of the dollar’s purchasing power tomorrow.

As Mike explains in his excellent video series Hidden Secrets Of Money, such willful debasement of the currency by furtive and shortsighted politicians is nothing new. Over thousands of years, since the Romans intentionally progressively shrank the silver content of their coins, history is replete with such examples.

And now 2020 has arrived. The Federal Reserve’s response to the pandemic-induced economic slowdown has unleashed more ‘thin air’ creation of new dollars than ever seen at any prior moment in history:

21% of all US Dollars have been printed in 2020

And the leading developed countries of the world are now discussing the need for a Great Reset, in which it’s being proposed that new national cryptocurrencies (perhaps laying the groundwork towards a ‘one world currency’) replace the current existing fiat versions.

Using the lens of monetary history, Mike sees all this as simply a modern spin on the same cycles the world has seen before. Politicians will deform and abuse the currency for their own immediate needs until the system collapses, and a new, more sound alternative emerges from the ashes.

Which is why he remains so confident that gold will strengthen dramatically in the coming macro environment, despite being in a short-lived corrective phase at the moment. In fact, he sees today’s weakness as an excellent accumulation opportunity for both current holders as well as those new to owning precious metals.

…click on the above link to read the rest of the article…

Ben Hunt: Inflation Ahead!

October 26, 2020

Ben Hunt — highly respected fund manager, author, and former professor/entrepreneur/venture capitalist — says that to be successful in managing your wealth, there’s only one question that matters:

Are we entering a deflationary future, or an inflationary one?

The strategies and appropriate investment targets for each are extremely different, so you’d better answer correctly.

Though Hunt says as long as you identify the trend “roughly” right, you should do fine. You don’t have to be brilliant with the exact investments you put your capital into. As long as they benefit from the secular trend, its massive scale and momentum will do the heavy lifting.

So which kind of future are we entering?

Hunt thinks we’re at a very important inflection point. That after decades of deflation (e.g., chronically declining interest rates), we’re now transitioning into an era of secular inflation.

The $trillions in monetary and fiscal stimulus so far, and the near-certainty of much more to come, are certainly a big step in that direction.

And with asset prices completely distorted from reality, a struggling global economy, and an inflationary outlook, Hunt thinks the coming years will be extremely rocky for investors. Lots of cross-currents, with the only guarantee being that the majority of investment predicts will be foiled — as there remain very few active investors alive who have any experience managing capital in an inflationary environment.

Which is why Hunt is emphatic that now, more than ever, is the time to partner with a financial advisor who understands the risks in play, can craft an appropriate portfolio strategy for you given your needs, and apply sound risk management protection where appropriate:

…click on the above link to read the rest of the article…

The Coming Financial Crisis of 2021

October 19, 2020

Economist Steve Keen predicts that even if the covid-19 health crisis subsides next year, a brewing financial crisis on par with the 2008 Great Recession is in the making.

He sees the pandemic as having delivered an “unprecedented shock” to the global economy, and the response from authorities as nothing less than a “catastrophe”.

With tens of millions of households having lost their income this year, personal savings becoming exhausted, government support programs on their way to drying up, and lots more company layoffs/bankruptcies/closures ahead — Steve expects a punishing recession to arrive in full force in 2021.

And on a larger scale, he sees modern neoclassical economics — which ignores the importance of natural resources and the health of our ecosystems — as completely unsuited for the reality in which we live today. He warns that if we don’t adapt a more informed approach to managing the global economy, we will only continue to make the mess we’re in worse:

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