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Gold Re-Monetization Is Much Closer Than Many Realize
Gold Re-Monetization Is Much Closer Than Many Realize Monetary policy is largely responsible for the market conditions we have today. Whether we like it or not, central planning in the capital markets will remain with us for the foreseeable future. Capital flows will be as much a function of market fundamentals as they are of […]
As Short-Term Rates Hit Levels Not Seen Since 2008 – Trillions Are At Risk
As Short-Term Rates Hit Levels Not Seen Since 2008 – Trillions Are At Risk Readers know that I haven’t shied away from stressing over the Federal Reserve’s tightening. As a firm believer in the Austrian Business Cycle Theory – first drafted by Ludwig Von Mises in early 1900’s – I believe that artificially moving interest […]
Emerging Markets Face a New Problem as Trillions in Bonds Mature – and Soon
Emerging Markets Face a New Problem as Trillions in Bonds Mature – and Soon The U.S. dollar continues being the single most important factor for the Emerging Markets. And as the dollar keeps getting stronger – it will continue crippling them. “But isn’t a strong dollar supposed to be better for Emerging Markets by making […]
The Global Dollar Shortage is Here – And It’s Becoming A Big Problem
The Global Dollar Shortage is Here – And It’s Becoming A Big Problem Another week and another signal flashing red to deal with. . . The credit market – in my opinion – is indicating an inevitable ‘crunch’ coming up. And even worse – we’re seeing the global dollar shortage deepening. Many readers know I […]
Soaring Deficits and Interest Costs Leave the U.S. Looking Very Fragile
Soaring Deficits and Interest Costs Leave the U.S. Looking Very Fragile If you take a step back and look at the macro picture of the U.S. economy – it resembles a huge, upside-down, glass pyramid. Constantly teetering back and forth – struggling with everything it has to keep from collapsing. And so far – it’s […]
‘Ground Zero’ – Will The Dollar Shortage Kick Off The Next Financial Crisis?
‘Ground Zero’ – Will The Dollar Shortage Kick Off The Next Financial Crisis? There’s an old saying. “You can’t fight the dollar.” And what this means is: because the world’s chained to the U.S. dollar (thanks to its reserve status) – everyone’s constantly affected by whichever way the dollar’s value goes. If the dollar declines – […]
“Something Has to Break” as China’s Onshore Defaults Hit a New Record
“Something Has to Break” as China’s Onshore Defaults Hit a New Record Recent news from China has been really ugly. But what can you expect? They’re trying to fight a trade war against the U.S. – deal with slowing growth – and survive against a stronger U.S. dollar. And because of these problems – China’s major […]
As The Trade War Rages – China Won’t Be Held Hostage By The U.S. Dollar
As The Trade War Rages – China Won’t Be Held Hostage By The U.S. Dollar In last week’s Palisade Weekly Letter, I wrote about how the Chinese are now selling their U.S. debt. And since this was an important write-up, I also published it as an article – so if you missed it, click here. […]
Global Central Bank Buying Puts A Floor Under The Price of Gold
Global Central Bank Buying Puts A Floor Under The Price of Gold The only reason the price of gold’s down on the year is because of a strong dollar. Actually – for how much the dollar’s rallied this year, gold holding around the $1,200 range is very bullish. And if gold’s been able to hold […]
The Dollar Shortage & China’s Bond Selling Are About To Corner the Fed
The Dollar Shortage & China’s Bond Selling Are About To Corner the Fed Earlier this week – news went by relatively unnoticed by the ‘mainstream’ financial media (CNCB and such) that Beijing’s started selling their U.S. debt holdings. Putting it another way – they’re dumping U.S. bonds. . . “China’s ownership of U.S. bonds, bills and notes slipped to […]
This ‘Deflationary’ Bull Markets Ending – And Here’s What’s Coming Next For Investors
This ‘Deflationary’ Bull Markets Ending – And Here’s What’s Coming Next For Investors After many years of cheap money and asset bubbles – it looks like the upside is finally over. That is – the potential upside against the amount of risk taken on – is over. I often write about investors needing to find […]
As The Fed Raises Rates, The Ghost of Lehman Bros Lingers
As The Fed Raises Rates, The Ghost of Lehman Bros Lingers In just two days – September 15 – it will be the 10-year anniversary of Lehman Brothers collapse. The date they filed bankruptcy. With nearly $620 billion in debts, it was the largest bankruptcy in history. Now, a decade late – it appears the […]
Beware Buffet’s Words: These 3 Critical Stock Market Indicators Signal Huge Losses Ahead
Beware Buffet’s Words: These 3 Critical Stock Market Indicators Signal Huge Losses Ahead Last month, I wrote a piece about Warren Buffet’s favorite stock market metric and how it was signaling huge losses ahead. If you haven’t read it yet – you can here. It’s even more relevant today. And though Buffet’s favorite market indicator’s […]
‘Tipping Point’: These Charts Show Some of The Worst Currencies Of 2018
‘Tipping Point’: These Charts Show Some of The Worst Currencies Of 2018 Foreign currencies – especially the Emerging Markets – are having one of their worst years on record. And investor anxieties aren’t easing up. . . I wrote two weeks ago about the strong dollar and the chaos it’s creating for the Emerging Markets. […]
These 4 Charts Show How World Trade Has Collapsed In Just One Year
These 4 Charts Show How World Trade Has Collapsed In Just One Year Lately, nothing seems able to shake Wall Street’s bullish attitude. Investors and the mainstream continue to still ignore the worsening trade war – which is evolving into a currency war – with China. But since early May – we at Palisade have […]
