Home » Posts tagged 'asset prices'
Tag Archives: asset prices
Ben Hunt: Inflation Ahead!
Ben Hunt: Inflation Ahead! Why the investing world is about to change 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 […]
“Inflation” and America’s Accelerating Class War
“Inflation” and America’s Accelerating Class War Those who don’t see the fragmentation, the scarcities and the battlelines being drawn will be surprised by the acceleration of the unraveling. I recently came across the idea that inflation is a two-factor optimization problem: inflation is necessary for the macro-economy (or so we’re told) and so the trick for policy makers […]
Introducing the “Everything Bubble” Sentiment-o-Meter
Introducing the “Everything Bubble” Sentiment-o-Meter Since human wetware remains stuck in OS1.01, we can predict a remarkable reversal. The “Everything Bubble” has been a sight to behold. With central banks providing trillions to the big players and margin debt enabling small punters to leverage up, the hot money rotation has been a real merry-go-round as one asset and […]
Blain’s Morning Porridge – June 11 2020: The illusion wears thin
Blain’s Morning Porridge – June 11 2020: The illusion wears thin “It is the system that deserves to be blamed. What those who wish to perpetuate the system deserve is another question.” The Fed did exactly what was expected – nay, demanded! Asset purchase volumes will be maintained while rates will remain near zero for […]
Underneath the Surface Trouble Is Brewing Once Again
Underneath the Surface Trouble Is Brewing Once Again Larry McDonald, publisher of the investment research service The Bear Traps Report, warns that this crisis is far from over. He spots growing tensions in the credit markets and thinks that large public borrowers like Italy and New York State are in need of massive bailouts. Stocks […]
Why Assets Will Crash
Why Assets Will Crash This is how it happens that boats that were once worth tens of thousands of dollars are set adrift by owners who can no longer afford to pay slip fees. The increasing concentration of the ownership of wealth/assets in the top 10% has an under-appreciated consequence: when only the top 10% […]
Overcapacity / Oversupply Everywhere: Massive Deflation Ahead
Overcapacity / Oversupply Everywhere: Massive Deflation Ahead The price of a great many assets will crash, out of proportion to the decline in demand. Oil is the poster child of the forces driving massive deflation: overcapacity / oversupply and a collapse in demand. Overcapacity / oversupply and a collapse in demand are not limited to the […]
Morgan Stanley: “Climate Will Be A Key Driver Of Asset Prices In The Months And Years Ahead”
Morgan Stanley: “Climate Will Be A Key Driver Of Asset Prices In The Months And Years Ahead” “Sunday Start”, authored by Morgan Stanley equity strategist, Jessica Alsford In three weeks, the world’s leaders will begin to gather in Madrid for the 25th United Nations Climate Change Conference. The intensity of the global climate strikes this […]
Artificial & Fragile Market Very Dangerous – Michael Pento
Artificial & Fragile Market Very Dangerous – Michael Pento By Greg Hunter’s USAWatchdog.com Money manager Michael Pento says don’t confuse a near record high stock market with strength and resiliency. What we have is just the opposite, as Pento explains, “There are some people who will listen to this and say, ‘Hey Mr. Pento, why are […]
Mark Carney Says Climate Change Will Bring Economic Disaster. Will the Powerful Listen?
Mark Carney Says Climate Change Will Bring Economic Disaster. Will the Powerful Listen? Global bank heads say urgent action needed to prevent a ‘Minsky moment’ collapse in asset prices. They may find themselves feeling just a little shaky, however, after a recent open letter written by Canadian Mark Carney, governor of the Bank of England, with Banque […]
The Source of Killer Inflation: Services
The Source of Killer Inflation: Services The soaring cost of services is driven by a number of factors. What will the future bring: fire (inflation) or ice (deflation)? The short answer: both, but in very different doses. Goods that are tradeable and exposed to technologically driven commodification will decline in price (deflation) while untradeableservices that are difficult to commoditize […]
Empty Words Are Failing. A Timeline For What Comes Next
Empty Words Are Failing. A Timeline For What Comes Next A quick recap of the past couple of months: Stocks plunge. The politicians, bureaucrats and bankers who depend on artificially-elevated financial asset prices start to panic. The Fed announces that maybe it won’t have to raise interest rates any more, and the president announces a temporary […]
How the Economy Works as It Reaches Energy Limits — An Introduction for Actuaries and Others
How the Economy Works as It Reaches Energy Limits — An Introduction for Actuaries and Others Why have long-term interest rates generally fallen since 1981? Why have asset prices risen? Can these trends be expected to continue? The standard evaluation approach by actuaries and economists seems to be to look at past patterns and assume that […]
Yra Harris: “There Are Increasing Concerns Around The Globe That Central Bankers Do Not Have An Exit Strategy”
Yra Harris: “There Are Increasing Concerns Around The Globe That Central Bankers Do Not Have An Exit Strategy” Back in November, we brought to the attention of our readers a stunning admission from one of Citi’s head credit strategists, Hans Lorezen, who said matter-of -factly that during his conversations with central bankers, there was a […]
