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Armstrong Economics

  • newThe Hidden Order behind the Mask of Chaos
    COMMENT: Marty, The last few days I’ve been remotely attending the 2019 WEC Orlando. Lo and behold, now? three months hence and six days into the new wave?I am simply astounded at hearing how you describe your own amazement with the global confluen…
    - 3 hours ago 25 Jan 20, 6:58pm -
  • newThe Future & Analysis
    QUESTION:  Hello Mr. Armstrong, I just saw your interview on BNN, too bad you only had about 7 minutes to explain something that big, guess that’s the Limitation of TV Media I’m glad I bought the Repo Crisis Report. You would not have such limit…
    - 4 hours ago 25 Jan 20, 5:57pm -
  • newArmstrong on Bloomberg in Canada on the ECM Turn
    I will do mainstream media interviews outside the USA. I have just done yesterday a TV appearance on BNN Bloomberg in Canada. These are typically very short interviews so it is hard to get a lot into two 7 minute segments. Nevertheless, I gave it my…
    - 7 hours ago 25 Jan 20, 3:20pm -
  • newThe Climate Change – Al Gore & Jennifer Morgan’s Fraud
    All of the data that these climate activists have been using is an absolute fraud. It is untrue that 97% of scientists agree to any of this nonsense. They create that myth to then bully scientists who dare disagree with their agenda. This is actually…
    - 17 hours ago 25 Jan 20, 5:01am -
  • PRIVATE BLOG – US Share Markets for the Close 1/24/2020
    PRIVATE BLOG – US Share Markets for the Close 1/24/2020 Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please visit Ask-Socrates.com. https://ask-socrates.com/
    - 1 day ago 24 Jan 20, 8:42pm -
  • Market Talk – January 24, 2020
      ASIA: China is experiencing an outbreak of the coronavirus that has affected 900 people and taken the lives of 26. The Chinese Government has put 13 cities on lockdown which affects 36 million people. The virus has spread to other countries as wel…
    - 1 day ago 24 Jan 20, 6:51pm -
  • Australia – The Most Aggressive Tax Authority in the World?
    Australia has been perhaps the most aggressive tax authority in the world. They are certainly competing to be #1. Besides stalking children to see where they go to school, and then demanded the school reveal how the parents pay the tuition, now they…
    - 2 days ago 24 Jan 20, 5:09am -
  • Edmonton & the 7th Century
    QUESTION: Mr. Armstrong…HOW DARE YOU!!!!!???? My brother lives in Edmonton, AB where the surface air temperature is a refreshing -23F as of 6:30 pm MST this evening. I am in the coastal northeast where if that temperature were to occur, there would…
    - 2 days ago 24 Jan 20, 5:05am -
  • Will Governments Respond Globally or Just Act Independently?
    QUESTION: Is there any comparison to be made between the current suppression of interest rates by the Fed and its suppression of interest rates in the 1920s? With sovereign defaults on the horizon, it seems that history could be repeating itself. RK…
    - 2 days ago 24 Jan 20, 5:01am -
  • 97% Scientists Do Not Agree with Climate Change or the Solution
    In 2009, the University of Illinois sent a survey online to about 10,000 scientists with the following two questions: QUESTION #1 Do you agree that global temperatures have generally risen since the pre-1800s? QUESTION #2 Do you think that human acti…
    - 2 days ago 23 Jan 20, 3:56pm -

spunj

    Wolf Street

    Dollar Collapse

    • newBreaking News/Best Of The Web
      Hong Kong leader declares citywide virus emergency over coronavirus … The Wuhan wipeout – could it happen? … GATA: Alumni of the ‘vampire squid’ control two Fed banks, U.S. Treasury, ECB, BoE … Alternet: The corporate debt bubble is a tra…
      - 22 hours ago 25 Jan 20, 12:20am -
    • Why A Flu Outbreak In China Can Spook Global Markets
      When people talk about empires of the past, they generally mean Rome and Britain. But the biggest and in some ways most interesting empire was built and run by the Mongols in the 13th and 14th centuries. At its peak it stretched from China to Eastern…
      - 4 days ago 21 Jan 20, 7:43pm -
    • Top Ten Videos — January 19
      Peter Schiff on “the art of the fake trade deal” … Max Keiser: Here’s why you want to own your own wealth … What The Fed: the full video featuring Mike Maloney, Chris Martenson, and Adam Taggart … Inside the Vault: expert tips on gold and…
      - 6 days ago 19 Jan 20, 5:32pm -
    • The Next Recession Will Be The Last!
      Sponsored: The fiat monetary system is falling apart. The next phase of its collapse will include desperate measures like Helicopter Money and Universal Basic Income, while equities lose more than $10 trillion of market value. Those measures will fai…
      - 7 days ago 18 Jan 20, 11:29pm -
    • Gold Mining Stocks Broaden Their Appeal — With Dividends
      No one interested in current income buys gold mining stocks because those stocks are traditionally all about capital gains. As ‘leveraged plays on the price of gold,’ the miners work this way: Let’s say gold is $1,000 per ounce and a hypothetic…
      - 10 days ago 15 Jan 20, 8:18pm -
    • Top Ten Videos — January 12
      Jim Rickards: At what point do investors say “get me out of the dollar”? … Peter Schiff: Bad monetary and fiscal policy is good for gold … Gerald Celente: The Fed can’t stop what it’s started … Lynette Zang: What happens next in the Mid…
      - 13 days ago 12 Jan 20, 6:13pm -
    • Top Ten Videos — January 5
      Mike Maloney & Ronnie Stoeferle: Silver is incredibly undervalued … Gerald Celente: The US fires the first shot of World War III … Peter Schiff: Gold might be the best performing asset class on the planet … Micheal Pento: The reset will be mone…
      - 20 days ago 5 Jan 20, 5:09pm -
    • This Is Great News For Gold
      The 2010s were not kind to precious metals, in either nominal or relative terms. Gold and silver are down from their 2011 highs and waaayyy down versus equities and other favorite assets of the 1% like fine art and trophy real estate. But this imbala…
      - 23 days ago 2 Jan 20, 6:23pm -
    • Different Acronyms, Same Disaster: Bond Ratings Are Once Again For Sale
      Of all the amazing scenes in The Big Short, a film about the genesis of the Great Recession, arguably the most shocking is the meeting between a couple of hedge fund managers trying to understand the housing bubble and “Georgia,” a (in a bit of s…
      - 26 days ago 30 Dec 19, 4:26pm -
    • Signs Of A 2020 Top: “Buyers Return to Riskiest Junk Bonds”
      If you’re managing money and need positive results in the year ahead, you’re in a tough spot. Stocks are at levels that in the past have preceded cycle-ending crashes while high-grade bonds yield virtually nothing but could easily produce big cap…
      - 29 days ago 27 Dec 19, 6:23pm -

    ClusterStock

    Money Game

    Max Keiser

    • new[KR1493] Keiser Report: The one good thing about the Fed
      In this episode of the Keiser Report, Max and Stacy watch in amazement at the epic historical bull run, as American heads into election 2020 with Trump’s stock market charging ahead like there is nothing that can stop it. The…Read more ›
      - 3 hours ago 25 Jan 20, 7:29pm -
    • Don’t Be Too Sure
      If there is anything that characterizes this moment in history, it’s complacency: everyone’s so sure that current trend lines will continue, onward and upward, and risk has been tamed for the foreseeable future. Don’t be too sure. 1. Don’t b…
      - 1 day ago 24 Jan 20, 9:15pm -
    • [KR1492] Keiser Report: All Rescue Roads Lead to the Elite
      In this episode of Keiser Report, Max and Stacy look at the fact that every crisis is now used as an asset, resource, and wealth grab for the most elite in the economy. Whether it is the mysterious repo market…Read more ›
      - 2 days ago 23 Jan 20, 10:50pm -
    • If the Martians Teleported the Davos Crowd to a Distant Moon, Who Would Mourn and Who Would Cheer?
      Thought experiment: If the Martians teleported the entire Davos Crowd to a distant moon, who would mourn and who would cheer? Friends and family of the disappeared elites would of course mourn their teleportation to a Martian facility on a distant…
      - 2 days ago 23 Jan 20, 8:40pm -
    • [KR1491] Keiser Report: Reflexivity & Passive Investing
      In this episode of the Keiser Report, Max and Stacy look at ‘reflexivity’ and whether or not higher and higher stock prices are driving prices higher as buyers chase the markets higher without any consideration of fundamentals. On top of…Read m…
      - 4 days ago 21 Jan 20, 5:13pm -
    • [KR1490] Keiser Report: Not your settlements layer, not your money
      In this episode of the Keiser Report, Max and Stacy look at the latest threat to cut a nation off from the USD based financial grid. This time, in a tweet, of course, Donald Trump threatens to cut Iraq off…Read more ›
      - 6 days ago 19 Jan 20, 7:13pm -
    • If Promoting Wealth Inequality and Social Breakdown Is Evil, The Fed Is Evil
      President Reagan was widely mocked in America when he declared the Soviet Union an evil empire, but this calling things by their real name had a profound impact in the Eastern Bloc. The mockery stemmed from the secularized American view that ther…
      - 6 days ago 19 Jan 20, 4:58pm -
    • Front Running – Universal Basic Income
      Direct link to episode 4 of Front Running is here. In this episode, Front Running looks at the signature policy from presidential candidate Andrew Yang. If Wall Street is getting richer thanks to the trillions of dollars the Fed has…Read more ›
      - 6 days ago 19 Jan 20, 12:46pm -
    • No Matter How Much Money the Fed Prints, We Still Can’t Afford Nice Things

      - 8 days ago 17 Jan 20, 6:44pm -

    The Market Ticker

    • The Market Ticker - The US Government Is No Longer Legitimate
      Senator Rand Paul previously announced intent to file a bill that, among other things, would make legal price-fixing and collusion in the medical industry.The text of that bill is now available:(a) Application of the Federal Antitrust Laws to Healt…
      - 7 Feb 17, 7:19pm -
    • The Market Ticker - You Won't, But You Damn Well Better
      Get up, go in front of your mirror, strip.What do you see?A belly?  A fat ass?Be honest.  There's nobody there but you.  No, all bodies are not beautiful.  You're either somewhat normal for a human, you're thin as a rail or you're a fat fuck.Ha…
      - 7 Feb 17, 3:13pm -
    • The Market Ticker - Gee, Ya Think?
      What more needs to be said?In Bangalore, India, heart surgeons perform daily state-of-the-art heart surgery on adults and children at an average cost of $1,800. For the record, that’s about 2% of the $90,000 that the average heart surgery costs in…
      - 5 Feb 17, 4:23pm -
    • The Market Ticker - OK, So What About Spamazon And Facesucker
      Let's do Amazon first, all quarter compared against comparable.Product sales up 15%, net-net.  However, cost of fulfillment was up 25.8%, or damn close to double the product sales increase.  G&A expense was up 83.9%, or damn close to a double…
      - 3 Feb 17, 5:26pm -
    • The Market Ticker - Employment: LIES, All LIES!
      Wow, man, +227,000 employment screams the Bureau of Lies and Scams.Uh huh.  Sure.Ok, ok, the ADP report was strong too.  But if there's something to take from this report and the market's reaction (which was a bit muted) it's short everything.  T…
      - 3 Feb 17, 2:09pm -
    • The Market Ticker - H1b Abuse And Reform: Destroy Those Who Speak Against
      There's a polemic going around that the "reform" we need with H1b visas, which are issued to "smart people" from other nations, is to greatly increase their numbers.That is a damned lie.The H1b allegedly allows employers to fill jobs that there ar…
      - 2 Feb 17, 7:49pm -
    • The Market Ticker - Quit Blowing The President
      It seems some of you folks think that Trump "somehow" said he was going to help you with drug costs (a component of medical care, but only about 15% of the problem.)In fact there are some bloggers out there who are trying to find something "good"…
      - 1 Feb 17, 8:28pm -

    Sovereign Man

    • Naughty librarians to face 1 year in prison
      Are you ready for this week’s absurdity? Here’s our Friday roll-up of the most ridiculous stories from around the world that are threats to your liberty, your finances, and your prosperity. Which specific body parts can women expose before being…
      - 1 day ago 24 Jan 20, 4:25pm -
    • “Now we see the violence inherent in the system”
      Apparently Bill Gates has sat on his ass and contributed nothing to Microsoft’s success over the past 44 years… at least, according to Congresswoman Alexandria Ocasio-Cortez. At an event commemorating Martin Luther King on Monday, Ms. Ocasio-Cort…
      - 3 days ago 22 Jan 20, 4:44pm -
    • You’ll be surprised to see what investment has destroyed the S&P 500
      The year was 1990, and the Soviet Union was on the verge of collapse.  The Berlin Wall was still in the process of being destroyed, and East and West Germany were set to reunify later in the year. Nelson Mandela was released from prison in February,…
      - 4 days ago 21 Jan 20, 3:28pm -
    • Woman arrested in India for concealing 1.2kg of gold in her rectum
      Are you ready for this week’s absurdity? Here’s our Friday roll-up of the most ridiculous stories from around the world that are threats to your liberty, your finances, and your prosperity. Feds steal $80,000 life savings from a confused elderly…
      - 8 days ago 17 Jan 20, 4:23pm -
    • The two best gifts to give your newborn child
      A Japanese woman was surprised when Hong Kong Express Airways required her to take a pregnancy test before boarding her flight. They made the poor woman sign a form indicating her body type was observed by staff to appear pregnant. The test proved sh…
      - 9 days ago 16 Jan 20, 6:59pm -
    • Uncle Sam just used its financial nuclear weapon again
      In August of 1945, the United States became the only country to drop nuclear bombs on an enemy. Hiroshima and Nagasaki were largely destroyed in the blink of an eye. And the Japanese had no choice but to surrender to the Allies, finally ending World…
      - 10 days ago 15 Jan 20, 4:59pm -
    • Do you have a backup generator?
      The news headlines read, “Deadly 6.4 Magnitude Earthquake Plunges Puerto Rico into Darkness”; and “Powerful Puerto Rico Earthquake Knocks Out Entire Island’s Power.” It was enough to prompt my mother to call, four times, to make sure I was…
      - 12 days ago 13 Jan 20, 3:10pm -
    • Tech giant doesn’t want anyone to be offended… ever
      Are you ready for this week’s absurdity? Here’s our Friday roll-up of the most ridiculous stories from around the world that are threats to your liberty, your finances, and your prosperity. Town charges woman $60,000 as a fee to renovate her own…
      - 15 days ago 10 Jan 20, 1:42pm -
    • The generational impact you can have right now
      Emma Gingerich doesn’t remember any joy in her childhood. She grew up without electricity or running water, and took only one bath a week. Education was so limited that to the best of her knowledge, the earth was flat. She didn’t even know how to…
      - 16 days ago 9 Jan 20, 3:45pm -
    • Bolsheviks want to shut down Puerto Rico’s tax incentives
      [Editor’s note: This letter was written by Sovereign Man team member Joe Jarvis, who recently moved to Puerto Rico.]  Local Puerto Ricans invariably tell me I’m overpaying on rent, and that I could have found a cheaper place to live. I’m sure…
      - 17 days ago 8 Jan 20, 12:31pm -

    Investment Watch

    International Business Times

    Financial Survival

    Daily Reckoning

    • Don’t Mess With the U.S. (Financially)

      Don’t Mess With the U.S. (Financially)

      This post Don’t Mess With the U.S. (Financially) appeared first on Daily Reckoning.Jim Rickards shows you how to defend your wealth against financial warfare…The post Don’t Mess With the U.S. (Financially) appeared first on Daily Reckoning.
      - 2 days ago 23 Jan 20, 9:20pm -
    • 5,000 Years of Interest Rates, Part II

      5,000 Years of Interest Rates, Part II

      This post 5,000 Years of Interest Rates, Part II appeared first on Daily Reckoning.The present “rate depression cycle” is the second-longest in history and the second-most intense…The post 5,000 Years of Interest Rates, Part II appeared first…
      - 3 days ago 22 Jan 20, 10:30pm -
    • 5,000 Years of Interest Rates

      5,000 Years of Interest Rates

      This post 5,000 Years of Interest Rates appeared first on Daily Reckoning.The look ahead: where interest rates are heading for the next several decades…The post 5,000 Years of Interest Rates appeared first on Daily Reckoning.
      - 4 days ago 21 Jan 20, 10:56pm -
    • A World Gone Mad

      A World Gone Mad

      This post A World Gone Mad appeared first on Daily Reckoning.Jerome Powell said about the Fed’s balance sheet before he became Fed chairman…The post A World Gone Mad appeared first on Daily Reckoning.
      - 9 days ago 16 Jan 20, 10:00pm -
    • Now What?

      Now What?

      This post Now What? appeared first on Daily Reckoning.At long last, the U.S.-China “phase one” trade deal is signed…The post Now What? appeared first on Daily Reckoning.
      - 10 days ago 15 Jan 20, 10:19pm -
    • Central Banker Comes Clean

      Central Banker Comes Clean

      This post Central Banker Comes Clean appeared first on Daily Reckoning.As goes the balance sheet, so goes the stock market…The post Central Banker Comes Clean appeared first on Daily Reckoning.
      - 11 days ago 14 Jan 20, 11:04pm -
    • Helicopter Money Is No Panacea

      Helicopter Money Is No Panacea

      This post Helicopter Money Is No Panacea appeared first on Daily Reckoning.Jim Rickards shows you why helicopter money might not be the economic solution its boosters claim it is…The post Helicopter Money Is No Panacea appeared first on Daily Rec…
      - 12 days ago 13 Jan 20, 10:08pm -
    • “Last Hurrah” for Central Bankers

      “Last Hurrah” for Central Bankers

      This post “Last Hurrah” for Central Bankers appeared first on Daily Reckoning.“We’re going to have to rely on putting money in people’s pockets, on direct government spending”…The post “Last Hurrah” for Central Bankers appeared fi…
      - 12 days ago 13 Jan 20, 10:04pm -
    • Untitled

      This post appeared first on Daily Reckoning.Might the Fed’s bailout of repo market exceed the entire Wall Street bailout of 2007–10?...The post appeared first on Daily Reckoning.
      - 16 days ago 9 Jan 20, 11:55pm -
    • The Case Against Economists

      The Case Against Economists

      This post The Case Against Economists appeared first on Daily Reckoning.Uh-oh — CNBC says the economic expansion is “alive and well”...The post The Case Against Economists appeared first on Daily Reckoning.
      - 17 days ago 8 Jan 20, 10:49pm -

    Jim Rogers Blog

    • Jim Rogers Warns Of "Horrible Time" Ahead
      The Fed has increased its balance sheet over 500% in the past decade; The Bank of Japan is printing money to buy bonds and stock ETFs; and The European Central Bank is mired in insane negative interests. And, according to legendary investor Jim Roger…
      - 12 days ago 13 Jan 20, 10:12pm -
    • Jim Rogers on China and Global Investment
      Jim Rogers has been fascinated by China since he drove his motorcycle across the country in the 1980s. The investing legend joins Real Vision to give his view of the rising Asian superpower and, more broadly, on rising Asia in general. Rogers provide…
      - 67 days ago 19 Nov 19, 8:09pm -
    • Jim Rogers still optimistic about investing in N. Korea
      http://www.koreaherald.com/view.php?ud=20191111000481Jim Rogers, the Singapore-based US investor and chairman of Rogers Holdings, said he was still optimistic about investing in North Korea even after the country’s leader Kim Jong-un ordered the…
      - 73 days ago 13 Nov 19, 8:26pm -
    • Jim Rogers : Tourism could be a fantastic area to invest in North Korea
      Jim Rogers on N. Korea as investment destination, global economy, and where the future liesJim Rogers needs little introduction.He's the man behind the Quantum Fund - one that saw a gain of 42-hundred percent in ten years - the successful hed…
      - 80 days ago 6 Nov 19, 7:19pm -
    • JIM ROGERS : This is how you make Money during the Coming Collapse !
      JIM ROGERS : This is how you make Money during the Coming Collapse !JIM ROGERS Isn't Backing Down From His Financial Crisis Forecast The Worst Stock Market Crash ComingJim Rogers started trading the stock market with $600 in 1968.In 19…
      - 85 days ago 1 Nov 19, 1:52pm -
    • Jim Rogers : The Dollar is Doomed
      The FED is keeping on debasing the U.S. dollar through its Q.E. and repos . Rogers Holdings Chair Jim Rogers said in a recent interview with Real Vision that the U.S. dollar is "doomed and its fundamentals are "horrible" — but instead of running f…
      - 96 days ago 21 Oct 19, 4:36pm -
    • Jim Rogers: ‘Nobody in His Right Mind Would Buy the US Dollar’
      Rogers Holdings Chair Jim Rogers said in a recent interview with Real Vision that the U.S. dollar is “doomed and its fundamentals are “horrible” — but instead of running for the hills, he’s actually piling more investment in to take advanta…
      - 10 Oct 19, 4:46pm -
    • Jim Rogers Discusses Global Risks and Investment Opportunities
      Legendary independent Investor, Jim Rogers, joins Steve Diggle, to talk about his career and how he sees the world now. Jim outlines the dangers of easy investing and his concerns over the potential for a major correction in financial markets. He als…
      - 30 Sep 19, 11:14pm -
    • Jim Rogers in S. Korea
      American businessman and investor Jim Rogers speaks at an international finance conference in Jeonju, 243 kilometers south of Seoul, on Sept. 26, 2019. (Yonhap).Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed…
      - 27 Sep 19, 1:45pm -
    • JIM ROGERS DEBT HAS SKYROCKETED 'NEXT BEAR MARKET WILL BE WORST IN MY LIFETIME!'
      JIM ROGERS DEBT HAS SKYROCKETED 'NEXT BEAR MARKET WILL BE WORST IN MY LIFETIME!'Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a mul…
      - 25 Sep 19, 2:14pm -

    of two minds

    • Don't Be Too Sure
      Don't be too sure that the coronavirus will blow over and have no effect on global growth.If there is anything that characterizes this moment in history, it's complacency: everyone's so sure that current trend lines will continue, onward and upward,…
      - 1 day ago 24 Jan 20, 7:34pm -
    • The Future of What's Called "Capitalism"
      The psychotic instability will resolve itself when the illusory officially sanctioned "capitalism" implodes.Whatever definition of capitalism you use, the current system isn't it so let's call it "capitalism" in quotes to indicate it's called "capit…
      - 2 days ago 23 Jan 20, 3:10pm -
    • If the Martians Teleported the Davos Crowd to a Distant Moon, Who Would Mourn and Who Would Cheer?
      The system that has so enriched the self-serving Davos Crowd is unraveling, and technocratic tweaks, carbon trading and philanthro-capitalism can't fix what's broken.Thought experiment: If the Martians teleported the entire Davos Crowd to a distant…
      - 4 days ago 21 Jan 20, 11:45pm -
    • Calling Things by Their Real Names
      One does not need money to convey one's thoughts, but what money does allow is the drowning out of speech of those without money by those with a lot of money.In last week's explanation of why the Federal Reserve is evil, I invoked the principle of …
      - 5 days ago 21 Jan 20, 3:25am -
    • If Promoting Wealth Inequality and Social Breakdown Is Evil, The Fed Is Evil
      The Fed will destroy the nation by widening the wealth/income inequality that is breaking down the nation's social order.President Reagan was widely mocked in America when he declared the Soviet Union an evil empire, but this calling things by thei…
      - 8 days ago 17 Jan 20, 6:22pm -
    • No Matter How Much Money the Fed Prints, We Still Can't Afford Nice Things
      When will the American wage-earner finally tire of the skims, scams, fraud and lies that are now the foundations of everyday life?You'd think that with the Federal Reserve printing trillions of dollars since 2008, we'd all be able to afford nice thin…
      - 10 days ago 15 Jan 20, 5:41pm -
    • Instability Rising: Why 2020 Will Be Different
      In 2020, increasing monetary and fiscal stimulus will be the equivalent of spraying gasoline on a fire to extinguish it.Economically, the 11 years since the Global Financial Crisis of 2008-09 have been one relatively coherent era of modest growth, r…
      - 11 days ago 14 Jan 20, 5:51pm -
    • 409Ks, 90% Gains, The Fed and Darth Vader's Warning
      The worship of mortals as demi-gods and faith in Golden Idols triggers a turn in the karmic wheel as near-infinite hubris invites divine retribution.In case you missed it, here's a snapshot of the most recent Federal Reserve board meeting:It's certai…
      - 14 days ago 12 Jan 20, 12:15am -
    • Just a Friendly Heads-Up, Bulls: The Fed Just Slashed its Balance Sheet
      Perhaps even PhD economists notice that manic-mania bubbles always burst--always.Just a friendly heads-up to all the Bulls bowing and murmuring prayers to the Golden Idol of the Federal Reserve: the Fed just slashed its balance sheet--yes, reduced…
      - 15 days ago 10 Jan 20, 6:59pm -
    • The Fed Can't Reverse the Decline of Financialization and Globalization
      The global economy and financial system are both running on the last toxic fumes of financialization and globalization.For two generations, globalization and financialization have been the two engines of global growth and soaring assets. Globalizati…
      - 16 days ago 9 Jan 20, 6:59pm -

    Ambrose Evans-Pritchard

    The Big Picture

    • newMiB: Barbara Tversky, Cognitive Psychologist
      This week, we speak with Barbara Tversky, professor of psychology at Stanford and Columbia University, and the author of more than 200 research papers in experimental psychology. Her new book is Mind in Motion: How Action Shapes Thought. It details h…
      - 8 hours ago 25 Jan 20, 2:30pm -
    • new10 Weekend Reads
      The weekend is here! Pour yourself a cup of crappy hotel Keurig, grab a seat at what passes for a desk, and get ready for our longer form weekend reads: • The Tesla Skeptics Who Bet Against Elon Musk (Businessweek) • What interest rates dating ba…
      - 11 hours ago 25 Jan 20, 11:30am -
    • Succinct Summation of Week’s Events 1.24.20
      Succinct Summations for the week ending January 24th, 2020 Positives: 1. Markets don’t seem to be especially concerned Impeachment; 2. Existing home sales rose 3.6% m/o/m, above the previous decrease of 1.7%. 3. Same store sales rose 5.3% w/o/w, ab…
      - 1 day ago 24 Jan 20, 9:30pm -
    • NRF Gets Lucky
      Last month, we looked at the annual holiday sales forecast from the National Retail Federation (NRF). They predicted that retail sales for the 2019 holiday season would rise “between 3.8 percent and 4.2 percent” over the prior year. They later cl…
      - 1 day ago 24 Jan 20, 3:00pm -
    • 10 Friday AM Reads
      My end of week morning train plane reads: • Every Company Will Be a Fintech Company (a16z) • Interview: Google and Alphabet CEO Sundar Pichai on managing a tech giant’s growing pains (Fortune) • How Private Equity Wrecked New York’s Favorit…
      - 1 day ago 24 Jan 20, 11:45am -
    • Rivian R1T Pickup Truck
      Last year, we  looked at the 2021 Rivian R1S SUV. Rivian sports an A-list of backers including: Amazon, Ford Motor, Blackrock, and T. Rowe Price. Now, have a look at the Rivian R1T Pickup Truck. All of the key metrics are as good or better than the…
      - 1 day ago 24 Jan 20, 11:00am -
    • The Hardy Haberland Show #243: Barry Ritholtz
        I had a long conversation Hardy Haberland in Germany about, well everything.       Source: Hardy HaberlandThe post The Hardy Haberland Show #243: Barry Ritholtz appeared first on The Big Picture.
      - 2 days ago 23 Jan 20, 5:30pm -
    • 10 Thursday AM reads
      My morning train reads: • Outrageous Fortune: Nats, August, and Gigi Gorgeous Getty Are Not Your Typical Old-Money Scions (Town & Country) • Big Tech is eating the stock market. This is just the nature of capital markets (Of Dollars and Data) •…
      - 2 days ago 23 Jan 20, 11:45am -
    • Mastercard SpendingPulse Holiday E-commerce Report
      I am working on my post-holiday retail sales review, and its filled with some interesting surprises. Over the course of my research, I came across the Mastercard SpendingPulse infographic (below). The biggest surprise was just how strong online sales…
      - 2 days ago 23 Jan 20, 11:00am -
    • Dow 30,000 & the Magazine Cover Indicator
      Source: Birinyi Associates, Inc.     I wanted to post a reminder about what the “Magazine Cover Indicator” is and is not. This discussion was spurred by a recent Barron’s Dow 30,000 covers on January 17, 2020 (as the chart above shows, there…
      - 3 days ago 22 Jan 20, 2:00pm -

    Jesse's Cafe Americain

    • newStocks and Precious Metals Charts - The Gathering Storm
      "This house [the Senate] is a sanctuary; a citadel of law, of order, and of liberty; it is here—it is here in this exalted refuge—here, if anywhere, will be resistance made to the storms of political frenzy and the silent arts of corruption.  An…
      - 16 hours ago 25 Jan 20, 5:57am -
    • Stocks and Precious Metals Charts - Davos Man - Breathless In a Field of Karma
      "One of the common failings among honorable people is a failure to appreciate how thoroughly dishonorable some other people can be, and how dangerous it is to trust them."Thomas Sowell"A man who lies to himself and listens to his own lie comes t…
      - 2 days ago 23 Jan 20, 11:17pm -
    • Stocks and Precious Metals Charts - I See It Coming - And It Is Going to Leave a Mark
      "Every insurance product created by the financial system—whether that be a sovereign bond, a fiduciary currency, a futures contract, a credit default swap, etc.—has counterparty risk.   Since all major financial institutions are nowadays connec…
      - 2 days ago 23 Jan 20, 12:05pm -
    • Stocks and Precious Metals Charts - In Time of Plague
      "...The broken wall, the burning roof and towerAnd Agamemnon dead."W. B. Yeats, Leda and the Swan"Beauty is but a flowerWhich wrinkles will devour;Brightness falls from the air;Queens have died young and fair;Dust hath closed Helen’s eye.…
      - 4 days ago 21 Jan 20, 10:09pm -
    • Reprise: Those Willfully Blind to Lawlessness
      Roland Freisler, Official of Lies and Lawlessness"The perpetrators were scholars, doctors, nurses, justice officials, the police and the health and workers’ administration.The victims were poor, desperate, rebellious or in need of help. They cam…
      - 4 days ago 21 Jan 20, 9:20pm -
    • Martin Luther King Day
      "And some of us who have already begun to break the silence of the night have found that the calling to speak is often a vocation of agony, but we must speak.  We must speak with all the humility that is appropriate to our limited vision, but we mus…
      - 5 days ago 20 Jan 20, 2:58pm -
    • Stocks and Precious Metals Charts - Cast Assembled, the Stage Is Set - Three Day Weekend
      "We’ve surpassed the $400 billion mark… They call it ‘not QE’ because it’s maturities of 12 months or less.  But as of now, we have a $100-billion-per-month run rate of ‘not QE.’”Danielle DiMartino Booth"Nations, like individual…
      - 8 days ago 17 Jan 20, 10:17pm -
    • Stocks and Precious Metals Charts - Brood of Vipers - Stock Option Expiration Tomorrow
      “Although I say that wisdom is better than strength, nevertheless the common wisdom is despised, and its words are not heard. A wise man speaking quietly is worth more than the shouts of a tyrant commanding fools. Wisdom is better than weapons of…
      - 9 days ago 16 Jan 20, 9:49pm -
    • Stocks and Precious Metals Charts - Stock Bubble III: The Great Unraveling - Stock Option Expiration Friday
      “Realize that narcissists have an addiction disorder. They are strongly addicted to feeling significant. Like any addict they will do whatever it takes to get this feeling often. That is why they are manipulative and fakers. They promise change, bu…
      - 10 days ago 15 Jan 20, 10:48pm -
    • Stocks and Precious Metals Charts - Polyphony and Cacophony
      "When we talk about company culture in the context of financial services, the first thing that comes to mind is the risky, unethical, and sometimes criminal behavior in the banking industry, particularly during the financial crisis. And ten years on…
      - 11 days ago 14 Jan 20, 9:45pm -

    Angry Bear

    • newWhy negative transportation indexes don’t support a recession call
      Why negative transportation indexes don’t support a recession call Every month for at least the past half year there is a spate of bearish economic commentary that relies upon one or both of two metrics: AAR rail carloads and/or the Cass Freight In…
      - 8 hours ago 25 Jan 20, 2:15pm -
    • newGuns and Commas
      Guns and Commas I am glad that the large pro-gun rights rally in Richmond on Martin Luther King, Jr. Day end without any violence as had been threatened by some people around the US.  That is nice, but it does not end the unpleasant situation legal…
      - 9 hours ago 25 Jan 20, 1:12pm -
    • newThoughts and Feelings on cancer
      I have begun to keep a daily journal on my thoughts and feelings in the lead-up to my diagnosis and treatment of cancer, a dedifferentiated lymphosarcoma in the groin area.  Sharing these thoughts was not my first or second impulse until Bill encour…
      - 12 hours ago 25 Jan 20, 10:45am -
    • A Stock Market Boom is Not the Basis of Shared Prosperity
      (Dan here,,,at lunch the other day a friend asked about the great prices for stocks.  This post by Thomas Palley caught my attention as a well written post on the nuances between stocks and finance and the 80% who do not own many stocks and the econ…
      - 1 day ago 24 Jan 20, 10:43am -
    • Open thread Jan. 24, 2020

      - 1 day ago 24 Jan 20, 10:30am -
    • Senate Impeachment Trial Day 3, Opening Arguments from Representative Adam Schiff : January 22, 2019
      C-SPAN “In this first portion of day 3 of the Senate impeachment trial of President Trump, Representative Adam Schiff (D-CA), the lead House impeachment manager, began opening arguments by explaining the history of why the framers included impeachm…
      - 2 days ago 23 Jan 20, 9:13pm -
    • Covering Up The Coverup
      Covering Up The Coverup I keep thinking that Fox News cannot get worse, but there seems to be no bottom to how low they can go.  New lows are being exhibited in their coverage of the current Senate impeachment trial.  They are fully involved in cov…
      - 2 days ago 23 Jan 20, 8:01pm -
    • Is Progressive Idealism Self-Defeating?
      Like many liberals, I am encouraged by the new energy of progressives and the growing political support for progressive causes.  But I also share the common worry that the idealism of progressives is in danger of becoming self-defeating (see, e.g.,…
      - 2 days ago 23 Jan 20, 11:52am -
    • Bloomberg’s Plan for Addressing Economic Inequality: not a wealth tax
      Bloomberg’s Plan for Addressing Economic Inequality: not a wealth tax A bit ago (Jan 8, 2020), the New York Times described Michael Bloomberg’s plan1 for addressing the income and wealth inequality in the United States that has been a constant t…
      - 3 days ago 23 Jan 20, 10:14am -
    • Events at Davos, a Child Meets a Scholar (in that Order)
      Seriously, I would not fit there; but, I am smart enough to keep my mouth shut, listen, and learn. Apparently Trump is not. Trump Commenting on Elon Musk: “I was worried about him, because he’s one of our great geniuses, and we have to protect ou…
      - 3 days ago 23 Jan 20, 3:15am -

    The Burning Platform

    • newSeed Starting for Preppers
      Via Survival Sullivan Starting the seeds for you survival garden indoors not only gives you a jump on the growing season, but saves money that can be used for other vital preps, as well. Relying on a garden center or nursery to provide already starte…
      - 2 hours ago 25 Jan 20, 8:10pm -
    • newThe Fun Clovers Killed
      Guest Post by Eric Peters Several years ago, I wrote an article (see here) about converting the “shaker” hood scoop of my 1976 Trans-Am from decorative to functional. Many people don’t know that while every ’70-81 Trans-Am came with a hood sc…
      - 2 hours ago 25 Jan 20, 8:10pm -
    • newWhy Did This Billionaire Just Declare “Cash is Trash”?
      From Birch Gold Group As the founder of $160 billion investment behemoth Bridgewater Associates, Ray Dalio tends to have a fairly good idea of how the market is moving. So when he comments on macro trends, people tend to listen. And recently, he made…
      - 2 hours ago 25 Jan 20, 8:05pm -
    • newMommas don’t let yer babies grow up to be Simps.

      - 6 hours ago 25 Jan 20, 4:51pm -
    • new56 Million Chinese On Lockdown As Virus Spreads To Australia, Malaysia
      Via ZeroHedge As we move into Saturday evening on the ground in Wuhan, it’s becoming increasingly obvious to the broader global community that China’s authoritarian government has failed to contain this viral outbreak. Chinese authorities expande…
      - 6 hours ago 25 Jan 20, 4:22pm -
    • newBernie Sanders Welcomed As Newest Member Of Alt-Right After Joe Rogan Endorsement
      Via The Babylon Bee U.S.—The massive alt-right movement welcomed their newest celebrity member this week as Alt-Right Chief of Gender Discrimination Joe Rogan said he would probably vote for Bernie Sanders for president. Sanders is the latest celeb…
      - 6 hours ago 25 Jan 20, 4:18pm -
    • newThe Fate of post-WWII Germans Deported from their Homes by the Allies
      Guest Post by Paul Craig Roberts Germany’s War, Chapter 6: The German Expellees by John Wear The Allies’ Crimes Exceed Those of the Third Reich At the end of World War II in violation of the Atlantic Charter, between 12 and 19 million Germans wer…
      - 8 hours ago 25 Jan 20, 2:34pm -
    • newDoug Casey and Jeff Brown on the Future of Technology, Part 1
      Via Casey Research Chris Lowe, editor, The Daily Cut: So, we’re going to be talking about technology and the future of technology. I’ve been looking forward to this, so we can dive deeper into it. I thought I’d start with you, Jeff, because you…
      - 9 hours ago 25 Jan 20, 1:43pm -
    • newNaughty librarians to face 1 year in prison
      Guest Post by Simon Black Are you ready for this week’s absurdity? Here’s our Friday roll-up of the most ridiculous stories from around the world that are threats to your liberty, your finances, and your prosperity. Which specific body parts can…
      - 9 hours ago 25 Jan 20, 1:39pm -
    • newThe 3rd Annual REAL Fake News Awards!
      Submitted by CCRider
      - 9 hours ago 25 Jan 20, 1:25pm -

    Silicon Valley Insider

    The Wire

    War Room

    Naked Capitalism

    Coyote Blog

    • The Tesla Stock Price -- WTF?
      So as of the morning of 1/17 when I started writing this, the enterprise value of Tesla (market value of its debt and equity) was somewhere around $110 billion.  I can't even pretend to explain how a company that over 10+ years has never made an ann…
      - 9 days ago 16 Jan 20, 8:04pm -
    • The US Has the Least Poverty In the World -- Here Is How Metrics Are Crafted to Hide That Fact
      A few weeks ago Matt Yglesias published a tweet (since deleted, which I don't totally understand as I thought it was pretty innocuous from a Progressive viewpoint) saying that he wanted to spend more time focusing on "relative child poverty."  What…
      - 28 days ago 28 Dec 19, 9:06pm -
    • Great Moments in Climate Prediction: 2020 Disaster Predicted in 2004
      I am working on a bit of a climate update in a post called something like "Dear Greta, the climate is not about to kill you."  But until then, just so you can calibrate the current hype, here was the hype from 2004.  Specifically, an article in Gua…
      - 28 days ago 28 Dec 19, 7:12pm -
    • A Proposal for Princeton and Other Ivy League Admissions -- Lottery 20% of the Spots
      The Varsity Blues admissions scandal along with the lawsuits by Asian Americans against Ivy League schools' admissions processes have brought new scrutiny to private university admissions standards.  I was thinking about a small proposal to respond…
      - 33 days ago 23 Dec 19, 6:33pm -
    • Why Single Payer In the US Will Not Necessarily Lower Costs
      A few days ago I wrote a multi-part tweet on the topic of whether single-payer in US health care would necessarily lower costs.  Twitter is a frustrating medium not only because of the short length but also because many critics just read the first t…
      - 54 days ago 2 Dec 19, 7:28pm -
    • Uber Takes Another Body Blow
      Waaaay back in April of 2015, I prophesied that California's efforts to turn Uber drivers into employees would kill Uber, though it would take some years to bleed out.  California has since embodied that court ruling into law (a law which Uber is cu…
      - 68 days ago 18 Nov 19, 5:16pm -
    • Phoenix Light Rail Fail, 2019 Update
      To the surprise of no one who reads this blog, Phoenix Light Rail continues to fail at every goal it set for itself, despite over $2 billion in cumulative expenditures and over 10 years of time to "catch on."  In fact, the only goal it has succeeded…
      - 73 days ago 13 Nov 19, 7:33pm -
    • Family Blogging Updates
      My sister has a podcast that seems to be doing well on theater and its potential trans-formative effect on people and communities.  The Princeton Alumni Weekly wrote about it here. My son has a blog on economics as applied to Sci Fi/Fantasy realms a…
      - 73 days ago 13 Nov 19, 5:55pm -
    • Creating Conspiracies By Reading History Backwards
      Sorry for the absence, I have taken a bit of vacation and simultaneously been consumed in a deluge of interest for our company's new offerings. I saw this story a while back, titled "Japan's General Staff Office Knew About Hiroshima and Nagasaki Atom…
      - 74 days ago 12 Nov 19, 5:57pm -
    • Illustrating the Corruption in Climate Science
      Long-time readers know that while I believe the evidence for warming over the last 100 years is strong, the evidence of negative knock-on effects from this warming (hurricanes, tornadoes, sea level, etc) is really weak, often the weakest part of an c…
      - 96 days ago 21 Oct 19, 8:46pm -

    Washington's Blog

    • Has California Lost The Mandate of Heaven?

      Has California Lost The Mandate of Heaven?

      In Chinese history, natural disasters were viewed as portents that the The Mandate of Heaven (tianming or “Heaven’s will”) had been withdrawn from the ruling dynasty. Broadening this concept a bit to regional dominance and power, we might as…
      - 88 days ago 29 Oct 19, 9:27pm -
    • Will MMT Work as Intended, Or Will It Trigger the Collapse of “Money”?

      Will MMT Work as Intended, Or Will It Trigger the Collapse of “Money”?

      Modern Monetary Theory (MMT) is presented as a means to painlessly fund the large-scale infrastructure / alternative energy spending the nation needs to rebuild and modernize. While most people support the goal of useful fiscal stimulus (as opposed…
      - 88 days ago 29 Oct 19, 9:26pm -
    • Talk Nation Radio: Mark Isaacs on Peace Activism in Afghanistan

      Talk Nation Radio: Mark Isaacs on Peace Activism in Afghanistan

      Mark Isaacs is the author, among other books, of the new book, The Kabul Peace House, which we discuss, and which describes a community of peace activists in Afghanistan. Mark is president of Sydney PEN, an affiliate of PEN International, … Continu…
      - 88 days ago 29 Oct 19, 5:51pm -
    • On Bragging About Murdering People You Turned into Terrorists
      You cannot promote the rule of law by loudly bragging about committing murder. You cannot end terrorism by committing terrorism. Here is a U.S. president openly proclaiming that he has committed murder in order to let people be afraid they’ll … C…
      - 88 days ago 29 Oct 19, 1:36pm -
    • Lindsey Graham: ‘Steal Syria’s Oil to Pay for US Occupation!’

      Lindsey Graham: ‘Steal Syria’s Oil to Pay for US Occupation!’

      By Daniel McAdams, Ron Paul Institute for Peace and Prosperity. Senator Lindsey Graham (R-SC) has been chewing down his fingernails ever since President Trump’s first suggestion that US troops should come home from the Middle East. Last December, w…
      - 89 days ago 29 Oct 19, 2:56am -
    • Bernie Sanders Warns Democrats He Might Run as an Independent?
      Eric Zuesse On October 23rd, an extraordinary article was published online at Newsweek, but merely as “Opinion,” and this not coming from Senator Sanders’s Democratic primary campaign for the U.S. Presidency, but only from a supporter: “‘BE…
      - 90 days ago 27 Oct 19, 10:44pm -
    • The World Must Compel the U.S. to Allow Korea to Have Peace

      The World Must Compel the U.S. to Allow Korea to Have Peace

      KOREAN BELOW THE ENGLISH By David Swanson, World BEYOND War, October 26, 2019 I’ve never heard of or even seen fantasized a society or a government that wasn’t deeply flawed. I know neither North nor South Korea is an exception. … Continue read…
      - 91 days ago 26 Oct 19, 6:28pm -
    • Peace in Afghanistan

      Peace in Afghanistan

      There were whispers in the village, high up in the mountains of Afghanistan. There was a Stranger here. He had made a friend and been invited to live in a home despite not being family, despite probably not even being … Continue reading →Peace i…
      - 92 days ago 25 Oct 19, 5:47pm -
    • Tulsi Gabbard’s ‘Hail-Mary Pass’ Against Hillary Clinton Failed

      Tulsi Gabbard’s ‘Hail-Mary Pass’ Against Hillary Clinton Failed

      Eric Zuesse For a few days, active Democrats were stunned by — and America’s political news-media were focusing heavily upon — this string of tweets from Democratic Presidential candidate Tulsi Gabbard: https://twitter.com/tulsigabbard/status/1…
      - 92 days ago 25 Oct 19, 5:12pm -
    • How to Contact Washington’s Blog After the Site Is Offline
      We’ve set up an email account which will remain active after we shut down the site: WashingtonsBlog@mail.com Several readers have inquired about obtaining archives of the site.  We are looking into that possibility …How to Contact Washington’…
      - 93 days ago 25 Oct 19, 3:04am -

    Deal Breaker

    Deal Book

    Dr. Housing Bubble

    Gonzalo Lira

    • Moral Normcore
      “Normcore” is a label for the current fashion trend of wearing undistinctive, unremarkable clothing—but the word itself is exploding across the American zeitgeist. Somehow, people sense that the word describes more than just fashion. I agree: T…
      - 20 May 14, 4:48pm -
    • Only In America, Part I
      The New York Times has a front-page story about how Federal prosecutors are getting tough on the banksters. The headline: “Long Seen As Immune, Two Wall Street Banks Become Targets”. But look closer. The two “targets” of government prosecutor…
      - 30 Apr 14, 10:05pm -
    • The Twitter In The Coalmine: The End of Asset Price Inflation?
      Poor dead Twitter-bird . . .So Twitter (TWTR) released some user figures, and they are not good. Bottom line, they’re losing money, and their user-base is shrinking—which is why their stock took an 11% tumble in after-hours trading as I write the…
      - 30 Apr 14, 5:46am -
    • A Chinese Shadow Bank Bailout May Mean A Crash In U.S. Treasury Bonds
      This article is adapted from a post which originally appeared at my Strategic Planning Group. Go to the preview page to see what it’s about.China’s economy in 2014 is remarkably similar to America’s in 2008: Both were fueled by real estate spec…
      - 21 Mar 14, 5:52pm -
    • The Trouble with IRA’s and 401(k)’s
      Last week, The Daily Reckoning ranked me Number 5 on their list of “The 50 Best Investing Blogs”. All I have to say is, Thanks!Individual retirement accounts seem like the answer to a lot of people’s prayers. Every month, you deposit a set amou…
      - 12 Feb 14, 2:22pm -
    • Why America Breaks Our Hearts
      A man named LK dropped me an e-mail, in response to my Falling Forward piece.In the piece, I discussed the inability of the United States to adjust after the end of the Cold War. My crazed ramblings garnered a great deal of reaction, both positive a…
      - 10 Jan 14, 1:21pm -
    • The Fed Is Playing Global Pump-and-Dump

      - 6 Jan 14, 2:07pm -
    • The Hypocrisy That Hope Bought
      Obama, Obama, Obama . . . you’re such a liar. Please visit Gonzalo Lira's Strategic Planning Group
      - 23 Dec 13, 6:59pm -
    • Profits Über Alles?
      Neoliberal economics has been a wonderful driving force for progress and material prosperity—but it cannot be the single ruling principle of our lives, of our government, or of our society. If we allow the profit motive to be the only motive, then…
      - 18 Dec 13, 8:01pm -
    • What If There’s A Recession in 2014?
      If policymakers were gunfighters, they’d be out of bullets: They have run out of effective policy tools to improve the economy. So the question is simple: If there is a recession in 2014, and policymakers are out of bullets, how will it play out a…
      - 16 Dec 13, 10:05pm -

    Marc to Market

    • newThe Week Ahead and Why the FOMC Meeting may not be the Most Interesting
      The week ahead is arguably the most important here at the start of 2020.  The Federal Reserve and the Bank of England meet. The US and the eurozone report initial estimates of Q4 19 GDP.  The eurozone also reports its preliminary estimate of Januar…
      - 10 hours ago 25 Jan 20, 12:24pm -
    • Coronavirus Hits Asia Hardest, Europe and the US Resilient
      Overview: The new coronavirus in China has moved into the vacuum left by the US-China trade agreement and clear indications that the Bank of Japan, the European Central Bank, and the Federal Reserve are on hold as investors searched for new drivers.…
      - 1 day ago 24 Jan 20, 11:24am -
    • ECB's Strategic Review and the Coronavirus Command Investors' Attention
      Overview: The spread of the coronavirus and the lockdown in the epicenter in China has again sapped the risk-taking appetite in the capital markets. Asia is bearing the brunt of the adjustment. Tomorrow starts China's week-long Lunar New Year celebr…
      - 2 days ago 23 Jan 20, 2:07pm -
    • Fragile Stability in Capital Markets even as SARS Comparisons Grow
      Overview: The S&P 500 lost less than 0.3% yesterday, even as the first case of the Wuhan Virus was found in the US. The relative subdued US reaction may have helped stabilize the capital markets today. Nearly all the major markets in the Asia Pacifi…
      - 3 days ago 22 Jan 20, 11:29am -
    • New Respiratory Illness Saps Risk-Taking Appetites
      Overview:  The spread of a new respiratory illness in China has spurred a wave of profit-taking in equities and risk assets more generally.  All of the markets in the Asia Pacific region tumbled, with Hong Kong hit the hardest (-2.8%) after posting…
      - 4 days ago 21 Jan 20, 11:28am -
    • Stocks Stall while the Dollar Remains Bid
      Overview: The new week is off to a quiet start as the US celebrates Martin Luther King's birthday, and investors look for a fresh focus. Hong Kong and Indian markets were suffered modest declines while most of the other large Asia Pacific markets ed…
      - 5 days ago 20 Jan 20, 11:39am -
    • The Charts: China Allows CNY to Rise Against the Dollar as the Greenback Advances Against Almost Everyone Else
      The US dollar gained against the major currencies, except for the Swiss franc, which strengthened to its best level against the euro since April 2017.  It has risen for six of the past seven weeks, and the week that it fell, it slipped less than 0.1…
      - 6 days ago 19 Jan 20, 3:21pm -
    • Central Bank Meetings Featured
      The US dominated the news stream at the start of 2020.  The spasm in the US-Iran confrontation has quickly subsided.  The much-heralded US-China Phase 1 trade deal has been signed.  The US has completed the ratification process of the US Mexico Ca…
      - 6 days ago 19 Jan 20, 3:16pm -
    • China and the UK Surprise in Opposite Directions
      Overview:  Helped by new record highs in the US, global stocks are moving higher today. Nearly all the markets in the Asia Pacific region advanced and the seventh consecutive weekly rally is the longest in a couple of years. Europe's Dow Jones Stox…
      - 8 days ago 17 Jan 20, 11:28am -
    • Markets Look for New Cues with US-China Trade Pact Signed
      Overview: The global capital markets are calm today as investors await fresh trading incentives. New record highs in the US equity indices gave Asia Pacific stocks a lift, though China and Taiwan were notable exceptions. Europe's Dow Jones Stoxx 600…
      - 9 days ago 16 Jan 20, 11:29am -

    China Financial Markets

    • China: Choosing More Debt, More Unemployment, Or Transfers
      I have often written in this blog and elsewhere about the three policy choices Beijing faces as it tries to manage through the adjustment process. My argument is that subject to two very plausible assumptions, every economic policy Beijing implements…
      - 18 Nov 16, 1:23pm -
    • The impact in China and abroad of slowing growth
      This blog entry is largely something I wrote a year ago about the impact of a Chinese rebalancing on the global economy, rx and except for this first paragraph nothing has been changed. The entry on my blog that had been posted a couple of weeks earl…
      - 30 Sep 16, 12:00pm -
    • Does it matter if China cleans up its banks?
      I’ve always thought that Shirley Yam of the South China Morning Post has a great nose for financial risk, and this shows in an article she published last week on mainland real estate. For anyone knowledgeable about the history of financial bubbles…
      - 31 Aug 16, 12:59pm -
    • Rebalancing, wealth transfers, and the growth of Chinese debt
      For the past ten years much of what I have written about debt in China was aimed mainly at trying to convince analysts and policymakers that the Chinese economy was structurally dependent on an unsustainable increase in debt in order to generate GDP…
      - 22 Jun 16, 9:58am -
    • How Much Investment is Optimal
      A few years ago I wrote an essay on my blog that received a lot of attention and in which I tried to explain what the underlying assumption was for analysts who considered that China’s low level of investment relative to that of, troche say, help t…
      - 2 Jun 16, 5:19am -
    • The titillating and terrifying collapse of the dollar. Again.
      Foreign perceptions about the Chinese economy are far more volatile than the economy itself, and are spread across a fantastic array of forecasts. On one extreme there are still many who hold the view that overwhelmingly dominated the consensus just…
      - 8 May 16, 9:08am -
    • The re-emergence of the Jacksonians
      We’ve pelted Donald Trump with all the withering humor we can muster, malady and even though it is hard to imagine an easier target for elitist humor, pharm with his blustering narcissism, prescription his intellectual inconsistency, his questionab…
      - 23 Mar 16, 4:35am -
    • Will China’s new “supply-side” reforms help China?
      It wasn’t enough that we started 2016 with one of the worst weeks in the recent history of Chinese and global markets, but the panic continued into the following weeks and wreaked a great deal of damage to confidence. A lot of the reflexive China b…
      - 25 Jan 16, 3:33am -
    • China’s rebalancing timetable
      We often read in the press rather alarming stories about the rise of an ugly and belligerent nationalism in China, buy cialis but while these stories are certainly very real, sovaldi after the November 13 bombings in Paris I was struck by a very diff…
      - 29 Nov 15, 2:45pm -
    • Thin Air’s money isn’t created out of thin air
      A recurring conversation I have with clients concerns the ability of banks to create credit, buy and of governments to monetize debt, pilule and whether this ability is the solution to or the cause of financial instability and economic crisis. Moneta…
      - 19 Oct 15, 4:00am -

    Business Insider Video

    The Reformed Broker

    • newThis Week on TRB
      These were the most read posts on the site this week, in case you missed it:...The post This Week on TRB appeared first on The Reformed Broker.
      - 9 hours ago 25 Jan 20, 1:27pm -
    • newClips From Today’s Halftime Report
       How to avoid financial scams from CNBC. There’s a lot more lining up to support equities: BlackRock’s Moore from CNBC....The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
      - 23 hours ago 24 Jan 20, 11:30pm -
    • How much can you contribute to your 401(k) this year?
      Shout to Blair for a very helpful rundown of the new limits on corporate retirement plans....The post How much can you contribute to your 401(k) this year? appeared first on The Reformed Broker.
      - 1 day ago 24 Jan 20, 1:42pm -
    • Clips From Today’s Closing Bell
       Josh Brown’s Last Chance Trade pick: Capital One Financial from CNBC. Dow posts 2-day losing streak in volatile session for stocks from CNBC....The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
      - 3 days ago 22 Jan 20, 11:30pm -
    • Three Things You Can Learn This Week
      We share information and insights like this because many of our readers eventually become fans, and many of our fans eventually become clients....The post Three Things You Can Learn This Week appeared first on The Reformed Broker.
      - 3 days ago 22 Jan 20, 3:10pm -
    • Clips From Today’s Halftime Report
       There is no investor acting like it’s 1999: Josh Brown from CNBC. Famed value investor Bill Nygren on his favorite stock picks from CNBC....The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
      - 4 days ago 21 Jan 20, 11:30pm -
    • The Next Trillion Dollar Stocks: What Are Your Thoughts?
      In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:...The post The Next Trillion Dollar Stocks: What Are Your Thoughts? appeared first on The Reformed Broker.
      - 4 days ago 21 Jan 20, 8:02pm -
    • How high above the 200-day can the S&P 500 get?
      Chart o' the Day...The post How high above the 200-day can the S&P 500 get? appeared first on The Reformed Broker.
      - 4 days ago 21 Jan 20, 12:00pm -
    • “Those people don’t know it, but they’re about to go to church.”
      “So even though we face the difficulties of today and tomorrow, I still have a dream.”...The post “Those people don’t know it, but they’re about to go to church.” appeared first on The Reformed Broker.
      - 5 days ago 20 Jan 20, 1:48pm -
    • This Week on TRB
      These were the most read posts on TRB this week, in case you missed it:...The post This Week on TRB appeared first on The Reformed Broker.
      - 7 days ago 18 Jan 20, 2:58pm -

    Shadow Stats

    • Flash Update No. 18
      (SGS Subscription required) • December 2019 Annual Payroll Growth Dropped to a Two-Year Low, Amidst Faltering Production and Retail Sales Employment • Jobs Growth Signaled a Weakening Economy, in Advance of Negative Payroll Benchmark Revisions D…
      - 14 days ago 11 Jan 20, 10:37pm -
    • Flash Update No. 17
      (SGS Subscription required) • War Risks Can Shift Underlying Financial and Economic Resources, Some to the Downside, Some to the Plus Side • Current Extremes of Fiscal and FOMC Imbalances and Policies Threaten Massive Systemic Instabilities, Ran…
      - 19 days ago 7 Jan 20, 1:55am -
    • Special Bullet Edition No. 18
      (SGS Subscription required) • Before European Markets Shut Down for the Holiday, New Years Eve Flight from the U.S. Dollar and Stocks into Gold Foreshadowed U.S. Market Trends Likely to Unfold in the Year Ahead • Heavily Touted Perfect Economy a…
      - 25 days ago 31 Dec 19, 11:13pm -
    • Bullet Edition No. 17
      (SGS Subscription required) • The Faltering and Not-So-Perfect Economy Can Be Attributed to the Fed • With Stocks Closing Out 2019 at or Near All-Time Highs, Holding Precious Metals in the Same Period Still Outperformed the Major Stock Indices A…
      - 33 days ago 24 Dec 19, 12:34am -
    • Bullet Edition No. 16
      (SGS Subscription required) • Pending Retail Payroll Revisions Show an Unfolding Recession; November Real Retail Sales Suggested a Fourth-Quarter 2019 Contraction, Signaling a Second Consecutive Troubled Holiday Shopping Season • November Monthl…
      - 41 days ago 16 Dec 19, 1:47am -
    • Flash Update No. 16
      (SGS Subscription required) • Ongoing Nonsense Out of the Federal Open Market Committee • FOMC-Proclaimed Sustainable Moderate Growth Continues! • Meeting Market Expectations, the FOMC Held Rates in Check, with No Intention of Alleviating an…
      - 45 days ago 11 Dec 19, 9:40pm -
    • Bullet Edition No. 15
      (SGS Subscription required) • There Is No Sustainable, Moderate U.S. Economic Growth in Play, Irrespective of Federal Reserve Pronouncements • FOMC Needs to Cut Rates to Boost the Economy and Help Consumers, But It Likely Will Not Do So at Its D…
      - 48 days ago 9 Dec 19, 3:09am -
    • Special Commentary No. 985
      (SGS Subscription required) • Second Consecutive, Negative Holiday Shopping Season Is Underway • Collapsing October 2019 Production, Retail Sales and Freight Activity Suggested a Quarterly Contraction in Real Fourth-Quarter 2019 GDP; N.Y. and A…
      - 52 days ago 5 Dec 19, 1:59am -
    • Flash Update No. 15
      (SGS Subscription required) • An Unfolding, Deepening Recession • Upside Revision to Third-Quarter Gross Domestic Product, from 1.9% to 2.1%, Reflected No More Than an Involuntary Build-Up in Unsold Inventories • Net of Inventory Change, Thir…
      - 59 days ago 27 Nov 19, 11:43pm -
    • Flash Update No. 14
      (SGS Subscription required) • Gold Should Continue to Outperform Stocks, Despite Recent Selling of Precious Metals and Stock-Market Rallies • Consider that the S&P 500 Record High of Friday, November 8th, Was up by 5.5% from Its Record High of…
      - 77 days ago 10 Nov 19, 2:58am -

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