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Seeds of Market Collapse in the Federal Reserve’s “Autopilot” Balance Sheet Normalization

December 24, 2018

Seeds of Market Collapse in the Federal Reserve’s “Autopilot” Balance Sheet Normalization A lot of talk last week centered around the potential for the Federal Reserve to revise their planned “normalization” of holdings on their balance sheet. In particular in the post FOMC press conference, Powell said, “I think that the runoff of the balance sheet […]

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Here are all the ways inflation is happening today

November 8, 2018

Here are all the ways inflation is happening today Something strange happened in the markets last month that signals trouble ahead… When stocks fell from their September highs, you would have expected investors to run for cover in the world’s safe-haven asset – US Treasurys. But that’s not what happened. While stocks were plunging, Treasurys […]

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Is The Long-Anticipated Crash Now Upon Us?

October 27, 2018

Shutterstock Is The Long-Anticipated Crash Now Upon Us? Is this the market’s breaking point? I admit: I’m a permabear. This is no surprise to those who know and have followed me over the years. But I’m publicly proclaiming my ‘bearishness’ because doing so might open up a needed and long overdue dialog. Here’s my fundamental […]

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A Hard Rain’s a-Gonna Fall

June 16, 2018

A Hard Rain’s a-Gonna Fall The prospects for the rest of the year are awful Après moi, le déluge ~ King Louis XV of France A hard rain’s a-gonna fall ~ Bob Dylan (the first) As the Federal Reserve kicked off its second round of quantitative easing in the aftermath of the Great Financial Crisis, hedge fund […]

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If The Saudi Arabia Situation Doesn’t Worry You, You’re Not Paying Attention

November 11, 2017

If The Saudi Arabia Situation Doesn’t Worry You, You’re Not Paying Attention A key geopolitical axis is swiftly shifting While turbulent during the best of times, gigantic waves of change are now sweeping across the Middle East. The magnitude is such that the impact on the global price of oil, as well as world markets, […]

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The Cardinal Sin Of Investing: Permanent Impairment Of Capital

September 16, 2017

Victor Moussa/Shutterstock The Cardinal Sin Of Investing: Permanent Impairment Of Capital How to avoid making it Last week we presented a parade of indicators published by Grant Williams and Lance Roberts that warned of an approaching market correction as well as a coming economic recession. The key message was: When smart analysts independently find the same […]

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Whose QE Was it, Anyway?

February 26, 2016

Whose QE Was it, Anyway? Spanning a decade (2003-2013), QE0 was the most sustained and uninterrupted surge in central banks’ purchases of Treasuries on record. It is difficult to determine the extent to which the Fed’s QE1 during the crisis owed its success in bringing interest rates down to the fact that it was being […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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