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How The Bubbles In Stocks And Corporate Bonds Will Burst
How The Bubbles In Stocks And Corporate Bonds Will Burst As someone who has been warning heavily about dangerous bubbles in U.S. corporate bonds and stocks, people often ask me how and when I foresee these bubbles bursting. Here’s what I wrote a few months ago: To put it simply, the U.S. corporate debt bubble […]
BofA’s Apocalyptic Forecast: Stocks Flash Crash, Bond Bubble Bursts In H1 2018, War May Follow
BofA’s Apocalyptic Forecast: Stocks Flash Crash, Bond Bubble Bursts In H1 2018, War May Follow Having predicted back in July that the “most dangerous moment for markets will come in 3 or 4 months“, i.e., now, BofA’s Michael Hartnett was – in retrospect – wrong (unless of course the S&P plunges in the next few […]
World’s Biggest Ever Junk Bond Bubble in Pictures: What Hath Draghi Wrought?
World’s Biggest Ever Junk Bond Bubble in Pictures: What Hath Draghi Wrought? In regards to ECB QE bond purchases, inquiring minds may be asking: What hath ECB president Mario Draghi wrought? I can explain in one picture. The answer in words: The world’s biggest junk bond bubble. I prefer gold. On August 4, I commented on […]
The Bond Bubble
The Bond Bubble Central banks have artificially lowered interest rates, making bonds attractive. And since bonds are historically safe havens, it’s hard to even comprehend a bond bubble. But as interest rates start to rise, the concern over bonds rises too. Adding some gasoline to the fire is the fact that the largest buyers of […]
David Stockman: Thanks for the Corporate Bond Bubble, Fed
DAVID STOCKMAN: THANKS FOR THE CORPORATE BOND BUBBLE, FED Once upon a time businesses borrowed long term money—-if they borrowed at all—-in order to fund plant, equipment and other long-lived productive assets. That kind of debt was self-liquidating in the sense that it usually generated a stream of income and cash flow that was sufficient to […]
Only The Date Is Unknown
Only The Date Is Unknown The US and world economies are frauds that are coming unraveled. The Greek bailout is the most recent example of “kick the can down the road” solutions. The US housing bubble was an attempt to cover up/recover from the dot-com bust. Now the US is in a financial bubble engineered to recover […]
The Liquidity Crisis Intensifies: ‘Prepare For A Bear Market In Bonds’
The Liquidity Crisis Intensifies: ‘Prepare For A Bear Market In Bonds’ Are we about to witness trillions of dollars of “paper wealth” vaporize into thin air? During the next financial crisis, a lot of “wealthy” investors are going to be in for a very rude awakening. The truth is that securities are only worth what […]
When Bonds Go Kaboom!
When Bonds Go Kaboom! We’re not the only ones giving Neanderthal advice about holding on to physical cash. British newspaper the Telegraph reports: The manager of one of Britain’s biggest bond funds has urged investors to keep cash under the mattress. Ian Spreadbury, who invests more than £4bn of investors’ money across a handful of bond funds for […]
The Lesson In China: Don’t Go Bubble In the First Place
The Lesson In China: Don’t Go Bubble In the First Place There can be no mistaking that Chinese stocks are in a bubble. Since November 21, the Shanghai SSE Composite index has risen more than 100%. Going back to July 22, the gain is nearly 145%. Those dates are not random coincidence, as they mark […]
Bond Crash Continues – Aussie & Japan Yields Burst Higher
Bond Crash Continues – Aussie & Japan Yields Burst Higher The carnage in Europe and US bonds is echoing on around the world as Aussie 10Y yields jump 15bps at the open (to 3.04% – the highest in 6 months) and the biggest 2-day spike in 2 years. JGBs are also jumping, breaking to new 6-month […]
Experts Are Warning That The 76 Trillion Dollar Global Bond Bubble Is About To Explode
Experts Are Warning That The 76 Trillion Dollar Global Bond Bubble Is About To Explode Warren Buffett believes “that bonds are very overvalued“, and a recent survey of fund managers found that 80 percent of them are convinced that bonds have become “badly overvalued“. The most famous bond expert on the planet, Bill Gross, recently […]
Thanks For The Corporate Bond Bubble, Fed
Thanks For The Corporate Bond Bubble, Fed Once upon a time businesses borrowed long term money—-if they borrowed at all—-in order to fund plant, equipment and other long-lived productive assets. That kind of debt was self-liquidating in the sense that it usually generated a stream of income and cash flow that was sufficient to service and […]
Junk-Bond Bubble Implodes Beyond Energy, Deals Scuttled, Yields Soar, Suddenly “Insufficient Demand”
Junk-Bond Bubble Implodes Beyond Energy, Deals Scuttled, Yields Soar, Suddenly “Insufficient Demand” The year 2015 has just started, and already there have been two junk-bond casualties: the first on Thursday, and the second one today. They weren’t energy companies. Energy companies don’t even try anymore. They’ve been locked out. Both deals had to be scuttled […]
Exter’s Pyramid “In Play” (And Is Martin Armstrong Right?)
Exter’s Pyramid “in play” (and is Martin Armstrong right?) In a global debt bubble, it concerns us when the benchmark debt security still looks good value, albeit on a relative basis. In spite of this, the consensus is (once again) calling for higher US yields and FOMC “lift off.” The two-year Treasury yield has […]
The Real Crisis Will Be North of $100 Trillion | Zero Hedge
The Real Crisis Will Be North of $100 Trillion | Zero Hedge. The 2008 crash was a warm up. Many investors think that the markets could never have a crash again. They think that the 2008 meltdown was a one in 100 years crisis. They are wrong. The 2008 Crisis was a stock and investment […]
