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“These Are The Manipulations That Will Be Common Now That The World Is Transitioning To Squeezing Scarce Resources Out Of A Globalized Economy”
“These Are The Manipulations That Will Be Common Now That The World Is Transitioning To Squeezing Scarce Resources Out Of A Globalized Economy” Kishida’s cabinet formally adopted a policy to extend the life of its nuclear plants beyond the self-imposed sixty-year limit. Japan’s engineers had originally put a cap in place for all sorts of […]
China’s Banking Assets Are $52 Trillion, Growing By $40 Trillion Since 2008: “This Is What Hyper MMT Looks Like”
China’s Banking Assets Are $52 Trillion, Growing By $40 Trillion Since 2008: “This Is What Hyper MMT Looks Like” Thermodynamics “The interaction of inflation-focused monetary policies in the west and China’s mercantilist model created what I call The Refrigeration Mode,” said the CIO, sitting atop his prodigious pile. “The process has been ongoing for twenty years,” […]
Eric Peters: ‘Fed Isn’t Just Delaying The Inevitable Reckoning…It’s Making It Worse’
Eric Peters: ‘Fed Isn’t Just Delaying The Inevitable Reckoning…It’s Making It Worse’ As investors in the US and around the world confront the fact that the Federal Reserve is never really out of ammo, One River Asset Management Founder Eric Peters joined Erik Townsend for an interview on Townsend’s weekly MacroVoices podcast, which features in-depth interviews with […]
Hedge Fund CIO: Will The Fed Ever Be Held Accountable For Turbocharging Inequality That Poisons America
Hedge Fund CIO: Will The Fed Ever Be Held Accountable For Turbocharging Inequality That Poisons America “I do solemnly swear that I will support and defend the Constitution of the United States against all enemies, foreign and domestic; that I will bear true faith and allegiance to the same; and that I will obey the […]
Hedge Fund CIO: “The Biggest Market Player Is 15x Leveraged; That’s Why When It Starts Going Wrong, You’re Out”
Hedge Fund CIO: “The Biggest Market Player Is 15x Leveraged; That’s Why When It Starts Going Wrong, You’re Out” “Wanted to make sure you’re seeing this,” texted a PM from one of those multi-manager monstrosities. “8 standard deviation move in the Momentum Factor in 5-days,” he added. I heard his heart pounding all the way […]
“Judging By Bond Markets, Economic Armageddon Is Just Around The Corner”
“Judging By Bond Markets, Economic Armageddon Is Just Around The Corner” “Judging by bond markets around the world, economic Armageddon – or something awfully close to it – is just around the corner.” – SocGen, September 5, 2019 “It’s difficult to describe markets,” said the CIO, reflecting on his decades of trading. “For what seems like […]
Eric Peters: Are We Better Off For Knowing The Truth
Eric Peters: Are We Better Off For Knowing The Truth “Our company will do everything possible to earn and re-earn trust and confidence,” said Boeing’s CEO, humbled, motivated, forced to face the facts. Data from the two 737 Max 8 black boxes had recorded the tragedies with perfect precision. “The goal is to ensure accidents […]
Fake News? How About No News?
Fake News? How About No News? Trump gets flak for characterizing the mainstream press as purveyors of Fake News. But what about no news at all? Isn’t lack of coverage even worse than biased coverage? Well, how much news have you heard or read about the gilets jaunes – or “yellow vest” – protests in […]
Eric Peters: “America Has Begun To Use Its Economic And Military Might To Take What It Wants”
Eric Peters: “America Has Begun To Use Its Economic And Military Might To Take What It Wants” Stockholm:“How should we think about inflation?” asked the Strategic Asset Allocation Committee. “Is inflation something that should have been much lower were it not for such low interest rates and so much QE? Because if that is so, […]
Eric Peters: “If US Stocks Finally Crack, Most People Will Conclude We’re Headed Into Another Depression”
Eric Peters: “If US Stocks Finally Crack, Most People Will Conclude We’re Headed Into Another Depression” Hypothetical “I was asked to lay out the case for the US being mid-cycle,” said my favorite strategist. “Residential housing is 4% of GDP now, that’s consistent with past recessionary levels. So perhaps it jumps to 8%,” he continued. […]
Hedge Fund CIO: “Some See Parallels Between Today And The Late-1930s, Which Led To World War II”
Hedge Fund CIO: “Some See Parallels Between Today And The Late-1930s, Which Led To World War II” The future is unknowable. Yet never has capital been so concentrated in strategies that depend on the future closely resembling the past. The most dominant of these strategies requires bonds to rally when stocks fall. For decades, both […]
Eric Peters: “People Assume That Stocks Always Rise Over Time. They’re Wrong”
Eric Peters: “People Assume That Stocks Always Rise Over Time. They’re Wrong” This week on the MacroVoices podcast, host Erik Townsend welcomed Eric Peters, the CEO and CIO of One River Asset Management, for a discussion about the long-term future of the US economy, and how demographics, the expanding US debt, and the waning influence […]
Eric Peters: “China’s Best Play Is To Let The US Stock Market Crash”
Eric Peters: “China’s Best Play Is To Let The US Stock Market Crash” As excerpted from the latest Weekend Notes from One River CIO, Eric Peters. “China’s best play is to let the US stock market crash,” said the CIO. “Trump is right, they can’t win a trade war.” So they won’t try. “But Xi […]
What We Can Do…
What We Can Do… Until enough people’s minds are changed about coercion and collectivism, resistance is futile. The debate will continue to be about how much should be stolen from whom and for what purpose – rather than about whether anything should be stolen by anyone for any purpose. As things are, many people believe […]
Eric Peters: “The Next Market Cleanse Will Be Sharp, Deep, Fast And Feel Like The End Of The World”
Eric Peters: “The Next Market Cleanse Will Be Sharp, Deep, Fast And Feel Like The End Of The World” The latest weekend note by Eric Peters, CIO of One River Asset Management, is his latest masterpiece in lyrical, stream of consciousness, financial analysis, and can be broadly divided into to broad parts: his latest take […]
