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The Two Janet’s And The Perfect Storm Ahead
The Two Janet’s And The Perfect Storm Ahead The Bloomberg news crawler this morning is heralding the heart of our thesis: Namely, that “flush with cash from the tax cut”, US companies are heading for a “stock buyback binge of historic proportions”. This isn’t a “told you so” point. It’s dramatic proof that corporate America has […]
Flying Blind, Part 2: The Destruction Of Honest Price Discovery And Its Consequences
Flying Blind, Part 2: The Destruction Of Honest Price Discovery And Its Consequences In Part 1 we noted that the real evil of Bubble Finance is not merely that it leads to bubble crashes, of which there is surely a doozy just around the bend; or that speculators get the painful deserts they fully deserve, which is coming big time, too; or even […]
Reagan Adviser: Why Trump Won’t Cut Taxes
Reagan Adviser: Why Trump Won’t Cut Taxes The mules of Wall Street were back at it again, buying the dips after the overnight whoosh downward in the futures market. Apparently, it will take an actual two-by-four between the eyes to break a habit that has been working for 96 months now since the March 2009 […]
It Won’t Be Long Now—-The End Game Of Central Banking Is Nigh
It Won’t Be Long Now—-The End Game Of Central Banking Is Nigh My new book will be published next Tuesday. Preorders for the e-Book version will be available in this space beginning later this week. As I previously indicated, the book is an exploration of how 30 years of Bubble Finance policies at the Fed, feckless interventions abroad and […]
The Myth Of ‘Morning In America’—–How The Public Debt Went From $1 Trillion to $35 Trillion in Four Decades, Part 1
The Myth Of ‘Morning In America’—–How The Public Debt Went From $1 Trillion to $35 Trillion in Four Decades, Part 1 I have finished my book on the upheaval represented by the Trump candidacy and movement. It will be published soon, and is an exploration of how 30 years of Bubble Finance policies at the Fed, feckless […]
Slouching Toward The Dark Side
Slouching Toward The Dark Side Last Wednesday we noted there is something rotten in the state of Denmark, meaning that the world’s great potemkin village of Bubble Finance is unraveling. The evidence piles up by the day. To wit, now comes still another story about the Red Paddy Wagons rolling out in China. This time they are rounding-up the proprietors of a $7.6 […]
The End of the Bubble Finance Era
The End of the Bubble Finance Era We are nearing a crucial inflection point in the worldwide bubble finance cycle that has been underway for more than two decades. To wit, the world’s central banks have finally run out of dry powder. They will be unable to stop the credit implosion which must inexorably follow […]
December 16, 2015—–When The End Of The Bubble Begins
December 16, 2015—–When The End Of The Bubble Begins They are going to layer their post-meeting statement with a steaming pile of if, ands & buts. It will exude an abundance of caution and a dearth of clarity. Having judged that a 25 bps pinprick is warranted, the FOMC will then plant itself firmly in front of the great flickering dashboard in the […]
The Bubble Finance Cycle: What Our Keynesian School Marm Doesn’t Get, Part 2
The Bubble Finance Cycle: What Our Keynesian School Marm Doesn’t Get, Part 2 In Part 1 of The Bubble Finance Cycle we demonstrated that a main street based wage and price spiral always proceeded recessions during the era of Lite Touch monetary policy (1951 to 1985). That happened because the Fed was perennially “behind the curve” and […]
The Bubble Finance Cycle——What Our Keynesian School Marm Doesn’t Get
The Bubble Finance Cycle——What Our Keynesian School Marm Doesn’t Get The world of Bubble Finance economies created by the Fed and other central banks is fundamentally different than that prevailing under the “Lite Touch” monetary policies which preceded the Greenspan era. Those essentially reactive and minimally invasive central bank intrusions into the money and capital markets prevailed from the time of the Fed’s […]
