IS A 2015 US RECESSION A POSSIBILITY? Getting a Lot of Early Signals Suggesting it May Be In the Cards! ARE WE ALLOWED TO USE THE “R” WORD?? Fed’s Beige Book shows concern over consumer spending, oil MW U.S. Retail Sales Down Sharply, Likely Cuts to Growth Forecasts Ahead BL HISTORICAL PATTERNS SUGGEST IT IS TIME!! […]
2015 ROADMAP TO CRISIS A Fiduciary Failure Previous Annual Thesis Reports: 2000 – Extend & Pretend 2011 – Currency Wars – ‘Beggar-thy-Neighbor’ 2012 – Financial Repression 2013 – Statism 2014 – Globalization Trap 2015 – Fiduciary Failure(see free sign-up below) ABSTRACTION SPRING BOARDING FROM LAST YEARS ‘GLOBALIZATION TRAP’ EXPANSIVE CREDIT CREATES EXCESS SUPPLY & DEMAND […]
IS THE KONDRATIEFF WINTER UPON US? FIAT OBFUSCATION HIDES FALLING REAL GROWTH Many studies have shown that human behavior follows predictable cycles with various time frames. The generational Kondratieff Cycle is a well known one. But like a lot of long term generational cycles they have never occurred during Fiat regime era’s such as that […]
Goldman, BofA Warn Crude Crash Will Have Negative Impact On GDP, Earnings 01-12-15 Goldman Sachs via ZH GDP – The “I” Investment Is An Important Component BofA recalling that Investment is a very distinct component of GDP. With the oil price falling, capital budgets in the energy sector have come under renewed pressure. According to Census Bureau’s Annual Capital […]
The SNB’s Wake-Up Call: Keynesian Central Banking Is Destroying Money And Markets01-17-15 Jeffrey Snider of Alhambra Investment Partners via Contra Corner blog,via ZH It seems everyone was short the franc (CHF) as a matter of taking monetarism at face value. In other words, it amounted to believing the central party line about the economy and normalcy despite the fact […]
The Financial System Broke Last Week 01-17-15 Phoenix Capital Research via ZH Global Central banks’ reputations are on borrowed time. ALL of the so called, “economic recovery” that began in 2009 has been based on the Central Banks’ abilities to rein in the collapse. CRISIS: The first round of interventions (2007-early 2009) was performed in the name […]
When “the retirement of the baby boomers is expected to severely cut U.S. stock values in the near future,” is the ominous initial sentence from no lesser maintainer-of-the-status-quo than the San Francisco Fed’s research department, one begins to recognize the Federal Reserve’s overall need to hyper-inflate asset prices at whatever cost for fear of the ‘wealth’ destruction looming. […]
Ivan Lo, The Equedia Letter For years I have been talking about how the banks have taken control of our civilization. This week, I want us to look at our current events from a much bigger perspective because the answers to most of our questions regarding oil and other things are often found by looking at […]
In the short term Stocks are topping, the Dollar is topping, the Euro is bottoming, Oil is bottoming, Gold, Silver and Mining stocks are bottoming, and Bonds are rising with further to rise. Bonds will soon be higher than they have been in decades. But don’t be fooled. The central bankers cannot afford to have […]
“Macro is back, and 2015 is shaping up to be an epic year for the guys who trade these fundamental shifts. To a man, after several years of little action in the macro world, they are positively licking their lips at the potential opportunities that are headed their way next year.” – Grant Williams 1- […]