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Investments In Intangible Assets Have Minimized Inflation
Investments In Intangible Assets Have Minimized Inflation Damn near every economist and analyst seem oblivious to the point being made in this article. The Fed should be ecstatic so many people are willing to invest in intangible assets. By not buying tangible and real items they help to minimize inflation. In our bullshit world where media […]
Unstoppable: The Greatest Depression and the Reverse Wealth Effect
Unstoppable: The Greatest Depression and the Reverse Wealth Effect We are entering The Greatest Depression because there is no exit. I’ve endeavored to explain why The Greatest Depression is unstoppable in recent posts: The Covid-19 Dominoes Fall: The World Is Insolvent March 16, 2020 Pandemic Pandemonium: The Tides of Globalization and Financialization Reverse March 31, 2020 Here’s […]
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% […]
The Global Repricing of Assets Can’t Be Stopped
The Global Repricing of Assets Can’t Be Stopped All bubbles pop, period. The financial elites are pushing a narrative that asset prices, sales and profits will all return to January 2020 levels as soon as the Covid-19 pandemic fades. Get real, baby. Nothing is going back to January 2020 levels. Rather than the “V-shaped recovery” expected […]
The Covid-19 Dominoes Fall: The World Is Insolvent
The Covid-19 Dominoes Fall: The World Is Insolvent Subtract their immense debts and they have negative net worth, and therefore the market value of their stock is zero. To understand why the financial dominoes toppled by the Covid-19 pandemic lead to global insolvency, let’s start with a household example. The point of this exercise is to […]
What Went Wrong With Pensions — And Why The Whole World Should Be Worried
What Went Wrong With Pensions — And Why The Whole World Should Be Worried The past decade was a uniquely smooth stretch of financial highway. Pretty much every major asset class – stocks, bonds, real estate, fine art, you name it – did well, making it hard for conventional investors to lose money and easy […]
What Happens When More QE Fails to Reverse the Recession?
What Happens When More QE Fails to Reverse the Recession? The smart money is liquidating assets, paying off debt and moving capital into collateral that isn’t impaired by debt or speculative valuations. The Federal Reserve’s sudden return to “accommodative” dovishness in response to the stock market’s swoon telegraphs its intent to fire up QE once […]
Governments Are Sucking in Assets like a Black Hole
Governments Are Sucking in Assets like a Black Hole QUESTION: Hello Sir,I am French and have been reading you for many years (I already read you while you published papers while you were very unfairly imprisoned).I signed up for Socrates on 6th January and must thank you warmly for opening my eyes to the real state […]
Gold Outlook 2019: Uncertainty Makes Gold A “Valuable Strategic Asset” – WGC
Gold Outlook 2019: Uncertainty Makes Gold A “Valuable Strategic Asset” – WGC Gold Outlook 2019 – World Gold Council As we look ahead, we expect that the interplay between market risk and economic growth in 2019 will drive gold demand. And we explore three key trends that we expect will influence its price performance: financial […]
Why the Fed, Nor Any Central Bank, Can Ever Truly “Normalize”
Why the Fed, Nor Any Central Bank, Can Ever Truly “Normalize” Last week, I highlighted that since ’00, when the Federal Reserve has ceased adding to its balance sheet or begun “normalizing” (via rolling off assets), equity markets have swooned (detailed HERE). A simple idea today…that the end of population growth (where it matters) has long been upon […]
2019: Zombie Markets Before The Fall
2019: Zombie Markets Before The Fall Francis Tattegrain La ramasseuse d’épaves (The Beachcomber) 1880 I haven’t really written about finance since April of this year, and given recent fluctuations in what people persist in calling the markets, maybe it’s time. Then again, nothing has changed since that article in April entitled This Is Not A […]
For The First Time Ever, Bank Of Japan Total Assets Surpass Japan’s GDP
For The First Time Ever, Bank Of Japan Total Assets Surpass Japan’s GDP For the first time in history, a central bank has managed to print enough money to buy enough assets to surpass the nation’s annual GDP. Under the watchful eye of Kuroda, and the overseeing (but independent) hand of Abe, The Bank of […]
Playing for All the Marbles
Playing for All the Marbles Global Plunge Protection Teams must be ordering take-out food; every night is a long one now. The current stocks/bonds game is for all the marbles, by which I mean the status quo now depends on valuations and interest rates remaining near their current levels for the system to function. If […]
Central Bank Musical Chairs
Central Bank Musical Chairs If the last few stock market days are interrupting your sleep, Jim Bianco and CNBC’s Rick Santelli are saying, get used to it. The total assets of all central banks hit $16.4 trillion plus (an all-time high) and these banks now, collectively, own 33 percent of all the world’s sovereign bonds […]
