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As Short-Term Rates Hit Levels Not Seen Since 2008 â Trillions Are At Risk
As Short-Term Rates Hit Levels Not Seen Since 2008 â Trillions Are At Risk Readers know that I havenât shied away from stressing over the Federal Reserveâs tightening. As a firm believer in the Austrian Business Cycle Theory â first drafted by Ludwig Von Mises in early 1900âs â I believe that artificially moving interest […]
Emerging Markets Face a New Problem as Trillions in Bonds Mature â and Soon
Emerging Markets Face a New Problem as Trillions in Bonds Mature â and Soon The U.S. dollar continues being the single most important factor for the Emerging Markets. And as the dollar keeps getting stronger â it will continue crippling them. âBut isnât a strong dollar supposed to be better for Emerging Markets by making […]
The Global Dollar Shortage is Here â And Itâs Becoming A Big Problem
The Global Dollar Shortage is Here â And Itâs Becoming A Big Problem Another week and another signal flashing red to deal with. . . The credit market â in my opinion â is indicating an inevitable âcrunchâ coming up. And even worse â weâre seeing the global dollar shortage deepening. Many readers know I […]
Soaring Deficits and Interest Costs Leave the U.S. Looking Very Fragile
Soaring Deficits and Interest Costs Leave the U.S. Looking Very Fragile If you take a step back and look at the macro picture of the U.S. economy â it resembles a huge, upside-down, glass pyramid. Constantly teetering back and forth â struggling with everything it has to keep from collapsing. And so far â itâs […]
âGround Zeroâ â Will The Dollar Shortage Kick Off The Next Financial Crisis?
âGround Zeroâ â Will The Dollar Shortage Kick Off The Next Financial Crisis? Thereâs an old saying. âYou canât fight the dollar.â And what this means is: because the worldâs chained to the U.S. dollar (thanks to its reserve status) â everyoneâs constantly affected by whichever way the dollarâs value goes. If the dollar declines â […]
âSomething Has to Breakâ as Chinaâs Onshore Defaults Hit a New Record
âSomething Has to Breakâ as Chinaâs Onshore Defaults Hit a New Record Recent news from China has been really ugly. But what can you expect? Theyâre trying to fight a trade war against the U.S. â deal with slowing growth â and survive against a stronger U.S. dollar. And because of these problems â Chinaâs major […]
As The Trade War Rages â China Wonât Be Held Hostage By The U.S. Dollar
As The Trade War Rages â China Wonât Be Held Hostage By The U.S. Dollar In last weekâs Palisade Weekly Letter, I wrote about how the Chinese are now selling their U.S. debt. And since this was an important write-up, I also published it as an article â so if you missed it, click here. […]
Global Central Bank Buying Puts A Floor Under The Price of Gold
Global Central Bank Buying Puts A Floor Under The Price of Gold The only reason the price of goldâs down on the year is because of a strong dollar. Actually â for how much the dollarâs rallied this year, gold holding around the $1,200 range is very bullish. And if goldâs been able to hold […]
The Dollar Shortage & Chinaâs Bond Selling Are About To Corner the Fed
The Dollar Shortage & Chinaâs Bond Selling Are About To Corner the Fed Earlier this week â news went by relatively unnoticed by the âmainstreamâ financial media (CNCB and such) that Beijingâs started selling their U.S. debt holdings. Putting it another way â theyâre dumping U.S. bonds. . . âChinaâs ownership of U.S. bonds, bills and notes slipped to […]
This âDeflationaryâ Bull Markets Ending â And Hereâs Whatâs Coming Next For Investors
This âDeflationaryâ Bull Markets Ending â And Hereâs Whatâs Coming Next For Investors After many years of cheap money and asset bubbles â it looks like the upside is finally over. That is â the potential upside against the amount of risk taken on â is over. I often write about investors needing to find […]
As The Fed Raises Rates, The Ghost of Lehman Bros Lingers
As The Fed Raises Rates, The Ghost of Lehman Bros Lingers In just two days â September 15 â it will be the 10-year anniversary of Lehman Brothers collapse. The date they filed bankruptcy. With nearly $620 billion in debts, it was the largest bankruptcy in history. Now, a decade late â it appears the […]
Think That Governments Wonât Default? Think Again
Think That Governments Wonât Default? Think Again The Congressional Budget Office (CBO) just reported that the U.S. budget deficit is widening in a âbig wayâ. And whatâs even worse â last month the net interest on public debt jumped 25% compared to last August. . . I wrote last January about the soaring cost of interest […]
Beware Buffetâs Words: These 3 Critical Stock Market Indicators Signal Huge Losses Ahead
Beware Buffetâs Words: These 3 Critical Stock Market Indicators Signal Huge Losses Ahead Last month, I wrote a piece about Warren Buffetâs favorite stock market metric and how it was signaling huge losses ahead. If you havenât read it yet â you can here. Itâs even more relevant today. And though Buffetâs favorite market indicatorâs […]
âTipping Pointâ: These Charts Show Some of The Worst Currencies Of 2018
âTipping Pointâ: These Charts Show Some of The Worst Currencies Of 2018 Foreign currencies â especially the Emerging Markets â are having one of their worst years on record. And investor anxieties arenât easing up. . . I wrote two weeks ago about the strong dollar and the chaos itâs creating for the Emerging Markets. […]
The Anatomy of a Crisis: A Strong Dollar and Disappearing Liquidity
The Anatomy of a Crisis: A Strong Dollar and Disappearing Liquidity Since March â the dollarâs rallied over 7%. And itâs caused the Emerging Markets to implode. But the bigger problem is what lies ahead. And thatâs a global dollar shortage â which the mainstream continues to ignore. . . Iâve touched on this a […]
