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Armstrong Economics

  • newPolice Bust Down Doors with Guns Drawn to Take a Toddler Because of a Fever
    In Arizona, a SWAT-style police team broke down the door of a house because a toddler was not vaccinated. The Arizona Department of Child Safety and the Chandler Police Department in Chandler, Arizona, have come under criticism after officers conduct…
    - 20 hours ago 25 Apr 19, 4:09am -
  • newEconomic Iliad & Odyssey
    The term “iliad” in Greek mean a series of miseries or disastrous events and “Odyssey” meant a long wandering or voyage usually marked by many changes of fortune. Welcome to the Economic Iliad & Odyssey. What we are facing is truly extraord…
    - 20 hours ago 25 Apr 19, 4:09am -
  • newThe Student Suicide Rate Has Been Rising – the new Lost Generation
    There have been studies on the riskiest jobs where stress causes higher rates of suicides. The medical profession seems to be at the top of the list, which now amounts to some 11 million people. However, there is also a growing list of students commi…
    - 20 hours ago 25 Apr 19, 4:01am -
  • newMarket Talk – April 24, 2019
    ASIA: The North Korean leader Kim Jong-un visits Russia for the first time near the city of Vladivostok. Talks are due to commence tomorrow between the two nations as Russia wishes to discuss North Korea’s nuclear problem. This, along with continue…
    - 20 hours ago 25 Apr 19, 3:31am -
  • PRIVATE BLOG: Domestic v International Perspective
    PRIVATE BLOG: Domestic v International Perspective 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 Apr 19, 12:46pm -
  • Private Blog: The Shift From Public to Private – US Share Market
    PRIVATE BLOG: The Shift From Public to Private – US Share Market 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/
    - 2 days ago 24 Apr 19, 8:29am -
  • German Car Sales Collapse
    COMMENT: I am a senior exec here in the German auto industry. I attended your Berlin conference. I just want to say your ECM is remarkable. Our industry has seen a decline in auto sales since the middle of 2018 right on schedule. It looks like it wil…
    - 2 days ago 24 Apr 19, 4:09am -
  • Nagai of Nomura Confirms Japan Destroyed the Bond Market
    In Japan, Nomura’s chief Koji Nagai took over as Nomura’s chief executive back in 2012 and followed that appointment with a $1bn cost-reduction plan that was criticized both externally and internally for failing to target the inefficient division…
    - 2 days ago 24 Apr 19, 4:06am -
  • The Dawn of the Great Financial Unknown
    QUESTION: Mr. Armstrong; I assume you read that Mr. Nagai  has confirmed what you have been saying that the central banks have destroyed the bond markets. I must confess, his comments have finally struck a vein in our senior management. I have been…
    - 2 days ago 24 Apr 19, 4:01am -
  • Market Talk – April 23, 2019
    Asia: Chinese coffee company Luckin filed papers for an IPO in the U.S. This is a big move for the Starbucks competitor, and follows other China-based companies who have listed in United States (Alibaba, Baidu, etc). The company is only 18 months old…
    - 2 days ago 23 Apr 19, 11:41pm -

spunj

  • GOLD - Trade Ideas
    I'm not sure why all the Gold Bugs insist that $1350 is the magic number for Gold. My magic number is at least $1365 to $1375 sustained. Wake me when that happens.
    - 23 days ago 2 Apr 19, 4:04pm -
  • LiteCoin - LTC Trade Ideas
    An ugly, ugly chart. I expect we will see a resolution in price by mid February. The price is consolidating but it needs to breakout or we are in for a long wallowing of nothingness.
    - 23 days ago 2 Apr 19, 3:59pm -
  • BTC Trade Ideas
    Let's get this started by looking at the overall chart.
    - 23 days ago 2 Apr 19, 3:56pm -

Wolf Street

Dollar Collapse

  • newBreaking News/Best Of The Web
    Deutsche Bank-Commerzbank merger talks collapse … Microsoft’s stock crosses trillion-dollar threshold intraday for the first time … Inflation “may not be dead” as US companies start raising prices … Gold and silver stable at multi-week lo…
    - 23 hours ago 25 Apr 19, 12:20am -
  • We Give Up! Part 6: Federal Reserve “Resigned” To Blowing Bubbles
    After raising interest rates and getting slapped around by the markets last year, the Fed now appears to accept that future monetary policy can only be easy, even at the cost of ever larger and more destabilizing financial bubbles. On one hand this i…
    - 2 days ago 23 Apr 19, 5:01pm -
  • Gold: Seasonality Bearish, Futures Turning Bullish
    Early 2019 looked like a great set-up for gold, but failed to live up to its billing. A nice December-through-March run took the price back to the $1,350 resistance that had repelled it four times in the past five years. And that was that. No penetra…
    - 3 days ago 22 Apr 19, 8:30pm -
  • Top Ten Videos — April 21
    Rick Rule: “We’ll inflate away our obligations to the benefit of gold” … Mike Maloney on the “death of the dollar standard” … Max Keiser: Fiat currencies are “global toxic waste” … Gerald Celente – Trump will win in 2020 … Dan…
    - 5 days ago 21 Apr 19, 12:15am -
  • China’s Fake Numbers And The Risk They Pose For The Rest Of The World
    Not so long ago, London Telegraph’s Ambrose Evans-Pritchard was one of the handful of must-read financial journalists. He probably still is, but since he disappeared behind the Telegraph’s pay wall his work is invisible to non-subscribers, only e…
    - 6 days ago 19 Apr 19, 4:44pm -
  • Central Banks Soften Us Up For Higher Inflation
    There was a time when “price stability” – that is, money that buys the same amount of stuff every year – was considered a good thing. But as debts began to pile up around the world, it became clear to policymakers that managing that debt requ…
    - 9 days ago 16 Apr 19, 5:28pm -
  • Things That Seem Normal But Definitely Aren’t, Part 1: Soaring Chinese Debt
    The era of fiat currencies and central bank printing presses has desensitized us to massive leverage and its implications. So when it is reported, for instance, that China‘s private sector borrowing has risen to levels that are unprecedented in fin…
    - 11 days ago 14 Apr 19, 9:40pm -
  • Stuff We Can’t Afford, Part 1: Paying People To Live On Flood Plains
    Everyone has been there: Times are good for a while and it starts to seem reasonable to buy – or agree to – things you want but don’t need. Later on, when money gets a little tighter, you start prioritizing and realize you really didn’t need…
    - 13 days ago 12 Apr 19, 6:50pm -
  • What Went Wrong With Pensions — And Why The Whole World Should Be Worried
    The past decade was a uniquely smooth stretch of financial highway. Pretty much every major asset class – stocks, bonds, real estate, fine art, you name it – did well, making it hard for conventional investors to lose money and easy for them to e…
    - 14 days ago 11 Apr 19, 6:09pm -
  • The End Of The Bull Market, In Three Charts
    Stocks have completely recovered from their flash bear market of late 2018. But now they face a hard question: Can already record high prices continue to rise in the face of falling corporate profits? Let’s start with the “falling corporate profi…
    - 22 days ago 3 Apr 19, 9:19pm -

ClusterStock

Money Game

Max Keiser

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

  • newHow to buy a gorgeous property in Europe for 50% off
    When Hugh Hefner finally sold one of the most famous homes in the world back in 2016– the Playboy Mansion– the market was a bit slow. And Hefner had to settle for about half of his original $200 million asking price. But in exchange, the then-90-…
    - 9 hours ago 25 Apr 19, 2:26pm -
  • This is a rare win-win offer from the government that won’t last long
    I’m not used to seeing the government offer taxpayers a win-win. But a little known provision snuck into Trump’s 2017 tax reform law is possibly the best tax-advantaged investment strategy offered in decades. And it will help some of the poorest…
    - 1 day ago 24 Apr 19, 4:37pm -
  • Here’s an easy way to tell if your bank is actually safe
    March 15, 2013 was a pretty normal day in Cyprus. It was a Friday, and most people were looking forward to a relaxing weekend. The next morning the entire nation woke up in horror. Their politicians had been up all night, negotiating with internation…
    - 2 days ago 23 Apr 19, 2:57pm -
  • Just released: Social Security earned a pitiful 2.8% on your money last year
    Hot off the presses: The Board of Trustees for the Social Security and Medicare programs in the United States just released their annual report a few minutes ago. And if you want to read all of its gory detail, check it out for yourself here. Both of…
    - 3 days ago 22 Apr 19, 4:49pm -
  • Are you descended from the Visigoths? Get ready to pay up!
    Each Friday we highlight a number of important, and often bizarre stories from around the world that my team and I are closely following: Cory Booker introduces reparations bill Get ready for a slippery slope, because because Cory Booker just introdu…
    - 6 days ago 19 Apr 19, 4:07pm -
  • Netflix’s unbelievable cash burn just got 60% worse
    If you’re a big fan of shows like Narcos, Stranger Things, House of Cards, or Orange is the New Black, you might want to think about sending a fruit basket to anyone you know who is a Netflix shareholder. Netflix reported its quarterly earnings aga…
    - 8 days ago 17 Apr 19, 5:46pm -
  • Astonishing opportunities in one of the oldest cities in the world
    By the time Alexander the Great and his Macedonian army conquered the city of Samarkand in 329 BC, the city had already existed for centuries. Samarkand had been a prominent, vibrant regional capital in the Persian Empire prior to the Macedonians’…
    - 9 days ago 16 Apr 19, 4:01pm -
  • Even Elizabeth Warren is maximizing her tax deductions
    On September 11, 1791, sixteen men disguised themselves as women and waited patiently in a forest outside of Pittsburgh, Pennsylvania for the local tax collector. The tax collector’s name was Robert Johnson. And he was tasked with collecting the ne…
    - 10 days ago 15 Apr 19, 3:33pm -
  • Elizabeth Warren wants to end “beyond a reasonable doubt” for criminal convictions
    Each Friday we highlight a number of important, and often bizarre stories from around the world that my team and I are closely following: Elizabeth Warren wants to destroy centuries of legal standards To take your freedom requires more evidence than…
    - 13 days ago 12 Apr 19, 3:27pm -
  • How to take advantage of the best tax deal ever, before it’s too late
    You’ve heard me mention Puerto Rico’s amazing tax incentives about a million times by now. Here I am, living in a beautiful place that’s part of the United States… yet I pay ZERO US federal income tax, only a 4% corporate tax for my businesse…
    - 14 days ago 11 Apr 19, 4:37pm -

Investment Watch

International Business Times

Financial Survival

Daily Reckoning

  • newWhat Really Caused the Student Loan Bubble

    What Really Caused the Student Loan Bubble

    This post What Really Caused the Student Loan Bubble appeared first on Daily Reckoning.In case you missed part I yesterday, I was talking about Elizabeth Warren’s new plan to erase outstanding college debts for roughly 45 million Americans and the…
    - 6 hours ago 25 Apr 19, 5:33pm -
  • newAir Canada Should’ve Been Buffett’s #1 Pick – Not America’s “Big 4”

    Air Canada Should’ve Been Buffett’s #1 Pick – Not America’s “Big 4”

    This post Air Canada Should’ve Been Buffett’s #1 Pick – Not America’s “Big 4” appeared first on Daily Reckoning.Today, Jody Chudley explains why it’s not too late for Warren Buffet (and you) to buy Air Canada…The post Air Canada Sho…
    - 11 hours ago 25 Apr 19, 12:30pm -
  • Free College? Not Really…

    Free College? Not Really…

    This post Free College? Not Really… appeared first on Daily Reckoning.Free college tuition. It became famous as one of Bernie Sanders’ biggest campaign promises last time around. And now the same idea is starting to rear its head again ahead of…
    - 1 day ago 24 Apr 19, 1:58pm -
  • URGENT: If You’ve Missed the Rally — Read This

    URGENT: If You’ve Missed the Rally — Read This

    This post URGENT: If You’ve Missed the Rally — Read This appeared first on Daily Reckoning.Today, Zach Scheidt explains how to play the most recent rally in oil prices, and uses a real-life story to explain his reasoning…The post URGENT: If Y…
    - 1 day ago 24 Apr 19, 12:30pm -
  • The Fight For 2020 Has Begun

    The Fight For 2020 Has Begun

    This post The Fight For 2020 Has Begun appeared first on Daily Reckoning.“Essentially, the difference between no recession and a recession over the next 18 months is also the difference between Trump’s re-election and the election of a Democrat…
    - 2 days ago 23 Apr 19, 8:31pm -
  • Will Trump Nominate Gold Standard Advocate to Fed?

    Will Trump Nominate Gold Standard Advocate to Fed?

    This post Will Trump Nominate Gold Standard Advocate to Fed? appeared first on Daily Reckoning.Is Trump preparing to nominate a pro-gold standard economist to the Federal Reserve?... Goldman Sachs joins Jim Rickards in predicting a Trump victory nex…
    - 2 days ago 23 Apr 19, 8:29pm -
  • A Nasty Tax Surprise for Baby Boomers…

    A Nasty Tax Surprise for Baby Boomers…

    This post A Nasty Tax Surprise for Baby Boomers… appeared first on Daily Reckoning.So is there anything you can do to avoid having Social Security payments taxed?The post A Nasty Tax Surprise for Baby Boomers… appeared first on Daily Reckoning.
    - 2 days ago 23 Apr 19, 3:58pm -
  • Uber v.s. Taxi: Which Saves You More?

    Uber v.s. Taxi: Which Saves You More?

    This post Uber v.s. Taxi: Which Saves You More? appeared first on Daily Reckoning.If you live in a mid-to-large-sized city, there’s a good chance you’ve tried Uber or Lyft. But even if you haven’t, it’s worth knowing the true cost if you eve…
    - 3 days ago 22 Apr 19, 4:53pm -
  • What Separates the Rich from the Poor

    What Separates the Rich from the Poor

    This post What Separates the Rich from the Poor appeared first on Daily Reckoning.It’s no secret the rich tend to stay rich and the poor rarely find their way out of money-grubbing. The chances of someone of little means finding his or her way to…
    - 5 days ago 20 Apr 19, 1:00pm -
  • 10 Reasons Why Cash Is Still King

    10 Reasons Why Cash Is Still King

    This post 10 Reasons Why Cash Is Still King appeared first on Daily Reckoning.I’ll happily argue that plastic, mobile payments, and traditional investments haven’t dethroned the king yet. In fact, I can think of 10 reasons why you still want to…
    - 7 days ago 18 Apr 19, 3:57pm -

Jim Rogers Blog

  • Korea doesn’t want foreigners to invest
    “You (foreigners) cannot transfer shares from one broker to another. I just don’t like investing in South Korea because the stock exchange is so absurd,” Rogers told The Korea News Plus in a recent telephone interview.“I have invested in 5…
    - 36 days ago 21 Mar 19, 12:36am -
  • Jim Rogers says cannabis will be a 'great investment'
    The cannabis industry has been caught up in a sharp increase in market and media interest from investors amid the shift towards legalisation of marijuana in Canada and the US. World-renowned investor and chairman of Rogers Holdings, Jim Rogers says c…
    - 52 days ago 5 Mar 19, 8:37am -
  • Jim Rogers denies visiting North Korea on Kim’s invitation
    By Zhang Ni Source:Global Times Published: 2019/2/15 http://www.globaltimes.cn/content/1138978.shtmlJim Rogers, renowned investor and chairman of Rogers Holdings, denies he will visit North Korea in March at the invitation of the country's le…
    - 68 days ago 16 Feb 19, 2:16pm -
  • Jim Rogers - Gigantic Short Position in Gold & Silver Right Now
    World renowned investor, Jim Rogers, sat down with SBTV at The Safe House and shared his thoughts on the changing fortunes of the US, the coming global financial collapse and the state of the gold & silver markets. Discussed in this interview: 02:02…
    - 4 Oct 18, 7:49pm -
  • JIM ROGERS - 16 Sep 2018 - Invest In Russia, China, Japan, Gold under 1K. Avoid US especially Tech
    JIM ROGERS - 16 Sep 2018 - Invest In Russia, China, Japan, Gold under 1K. Avoid US especially TechJim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros befo…
    - 1 Oct 18, 11:57pm -
  • Jim Rogers -- If you want get Rich, don't diversify
    Jim Rogers -- If you want get Rich, don't diversifyJim 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 multi millionaire at the age of…
    - 19 Sep 18, 11:22pm -
  • Jim Rogers : The Next Bear Market Will Be The Worst Of His Lifetime
    Love Jim’s simplicity of investment and how he acts as though he doesn’t know 😉 Boy Jim your hints are so big but can’t believe how the blind remain blinded. Yes the academics do seem to believe everything occurres within a box and they are…
    - 1 Sep 18, 3:22pm -
  • Jim Rogers Calls to Stop the Trade War
    Jim Rogers : "The ones subject to tariffs are already seeing price hikes and slower business; but this is just starting. Higher prices, less demand at least partly because of uncertainty.""There is no evidence that any trade war has ever succeeded…
    - 16 Aug 18, 6:31pm -
  • Jim Rogers US Dollar Safe Haven Status Under Threat
    Another clip from our upcoming Episode of the Goldnomics Podcast with the legendary investor and adventure capitalist Jim Rogers. Jim is an American businessman, investor, traveler, financial commentator and author. He is the Chairman of Rogers Holdi…
    - 11 Aug 18, 8:54pm -
  • JIM ROGERS - 21 May 2018 - There May Be No One To Sell To In The Next Crisis!
    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 multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,…
    - 27 Jun 18, 7:54pm -

of two minds

  • newThe Feedback Loop of Doom: When Mobile Creatives and Capital Abandon Unaffordable, Dysfunctional Cities
    When the 4% who generate the jobs and tax revenues have had enough and leave, the effects quickly impact the 64%.At the end of any trend, everyone's a true believer: this trend is so enduring, so broad-based, so based on unchanging fundamentals that…
    - 19 hours ago 25 Apr 19, 4:12am -
  • If "Getting Ahead" Depends on Asset Bubbles, It's Not "Getting Ahead," It's Gambling
    Given that the economy is now totally and completely dependent on inflating asset bubbles, it makes no sense to invest for the long-term.Beneath the endlessly hyped expansion in gross domestic product (GDP) of the past two decades, the economy has ch…
    - 2 days ago 24 Apr 19, 3:25am -
  • America's Forced Financial Flight: Fleeing Unaffordable and Dysfunctional Cities
    The forced flight from unaffordable and dysfunctional urban regions is as yet a trickle, but watch what happens when a recession causes widespread layoffs in high-wage sectors.For hundreds of years, rural poverty has driven people to urban areas: ci…
    - 4 days ago 22 Apr 19, 3:26am -
  • How Empires Fall: Moral Decay
    There is a name for this institutionalized, commoditized fraud: moral decay.Moral decay is an interesting phenomenon: we spot it easily in our partisan-politics opponents and BAU (business as usual) government/private-sector dealings (are those $3…
    - 6 days ago 20 Apr 19, 3:52am -
  • The Next Financial Crisis Won't Be Caused by Fraud: This Time Will Be Different
    Extreme levels of debt and overvaluation characterize the entire global economy, and are not limited to any one nation or sector.Financial crises come in two flavors: fraud and credit-valuation over-reach.Fraud-based financial crises may differ in pa…
    - 8 days ago 18 Apr 19, 1:13am -
  • The World's Hypocritical Silence as China Imprisons its Ethnic Muslims En Masse
    The entire world's ruling elites are silent because they're terrified that even mild murmurings might limit the blood-soaked billions they want to reap from trade with China.Imagine the reaction in the global Muslim community if a western nation impr…
    - 9 days ago 17 Apr 19, 2:45am -
  • Notre Dame and the Identity of France
    These are not matters solely of politics and finance; they are manifestations of the elite war on the identity of France.As rationalists, we're supposed to take the dramatic and profoundly tragic fire at Notre Dame Cathedral in Paris as random chance…
    - 10 days ago 16 Apr 19, 4:21am -
  • No Fix for Recession: Without a Financial Crisis, There's No Central Bank Policy Fix
    There are no extreme "fixes" to secular declines in sales, profits, employment, tax revenues and asset prices.The saying "never let a crisis go to waste" embodies several truths worth pondering as the stock market nears new highs. One truth is that…
    - 11 days ago 15 Apr 19, 2:38am -
  • Fitness without the Long, Grueling Workout
    Pondering what Nature selected as advantageous in our long existence as hunter-gatherers helps us understand why walking and occasional short bursts of intensive exercise together yield the vast majority of the benefits of exercise/fitness.What if th…
    - 13 days ago 13 Apr 19, 3:09am -
  • Assange and the Unforgivable Sin of Disemboweling Official Narratives
    The entire global status quo is on the cusp of the S-Curve decline phase.There is really only one unforgivable sin in the political realm, and that's destroying the official narrative by revealing the facts of the matter. This is why whistleblowers…
    - 14 days ago 12 Apr 19, 2:32am -

The Big Picture

  • newDina Isola: Standing Up For Investors
    Dina Isola, a financial advisor at RWM, is an advocate for the protection of retail investors, no matter how much money they have or what level of sophistication they are considered.   Here’s what happened when a financial advisor stood up for inv…
    - 6 hours ago 25 Apr 19, 5:30pm -
  • newBBRG: Hedge Funds Keep Failing to Deliver on What They’re Selling
    Hedge Funds Keep Failing to Deliver on What They’re Selling They neither outperform in bull markets nor offer insurance against bear retreats. Bloomberg, April 25, 2019       The stark underperformance of hedge funds and others in the altern…
    - 11 hours ago 25 Apr 19, 1:00pm -
  • new10 Thursday AM Reads
    Happy Birthday Ella! My morning train reads: • How Twitter Users Compare to the General Public (Pew Research) • Tesla’s 2020 self-driving car promise sounds too good to be true because it is (Recode) • A History of the Influencer, from Shakes…
    - 11 hours ago 25 Apr 19, 12:30pm -
  • Is 3 & 30 the new 2 & 20?
    The rich get richer while the rest of us fall further behind. If that sounds like a complaint about income inequality from Alexandria Ocasio-Cortez, it’s not. Rather, it is a description of hedge fund managers – those once “Masters of the Unive…
    - 1 day ago 24 Apr 19, 2:00pm -
  • 10 Wednesday AM Reads
    My midweek morning train reads: • All the Stuff Bears Are Saying to Spoil the S&P 500 Record Party (Bloomberg) • Stocks are at an all-time high. Here’s what stopped the last 12 bull runs (CNN) • Will Netflix eventually monetize its user data?…
    - 1 day ago 24 Apr 19, 12:30pm -
  • MIB: From Fixing Brains to Managing Them
    Before he became a financial theorist, William J. Bernstein was a neurologist. He spent the first 25 years of his career working with people with neurological issues and the next 25 years working with people with financial ones. In our Masters in Bus…
    - 2 days ago 23 Apr 19, 5:00pm -
  • Alternative Minimum Tax for Corporations?
    Warren Has a Good Beginning for Ending Corporate-Tax Avoidance Something’s not right when the most profitable companies can avoid paying their share. Bloomberg, April 15, 2019       Each year, publicly traded corporations prepare two sets of boo…
    - 2 days ago 23 Apr 19, 1:00pm -
  • 10 Tuesday AM Reads
    My Two-for-Tuesday morning train reads: • Podcast wars: $100 million startup Luminary launches tomorrow without Reply All or The Daily (The Verge) see also Like most media, podcasting is pivoting to paid; with complications (Digiday) • Jeremy Gra…
    - 3 days ago 23 Apr 19, 11:17am -
  • How Much of Global GDP Faces Trade Risks?
    This continues to act as a drag on global economy: A wave of disruptions is rocking the world trading system. Britain’s divorce from the European Union has turned messy, while the U.S. trade war with China has investors on edge. The cost of such ri…
    - 3 days ago 23 Apr 19, 10:00am -
  • Every Company Disney Owns
    This has changed a bit since the last time we ran this almost a year ago (hat tip Brian Rosen):   Source: TitleMaxThe post Every Company Disney Owns appeared first on The Big Picture.
    - 3 days ago 22 Apr 19, 9:30pm -

Jesse's Cafe Americain

Angry Bear

  • newProjection is an Art, not a Science, especially for the SSA
    The scary headlines of the past few days have been well-discussed below by Dale Coberly and Barkley Rosser. Data, however, is only as good as its assumptions, and the overall trend is well worth a glance. (Note: I took the 2013-2017 data from BC prof…
    - 6 hours ago 25 Apr 19, 5:28pm -
  • newReposted from Jan. 2018: Social Security and conversation
    (Dan here…Social Security is an issue that seems to generate a lot of firm beliefs and passion, as witness recent threads.  It is rare that people refer to actuary material.  On the other sides of the issue are people like Andrew Biggs, who is kn…
    - 7 hours ago 25 Apr 19, 4:58pm -
  • newMedia Continues VSP Story On Social Security
    Media Continues VSP Story On Social Security Here we go again.  We have arrived at the time for the release of the annual Social Security Administration (SSA) report.  It got the usual headlines across the media, that the SSA will “run out of mon…
    - 10 hours ago 25 Apr 19, 1:46pm -
  • newNoah Smith, Mud Moats and the Two Paper Rule
    I think this one year old brilliant as usual post by Noah Smith is well worth another read. I googled [noah smith mud moats] when I ran into a mud moat in a comment section flame war. Click the link but I will attempt to summarize. First a very very…
    - 13 hours ago 25 Apr 19, 10:44am -
  • SOCIAL SECURITY TRUSTEES REPORT OUT TODAY… or was it yesterday?
    by Dale Coberly SOCIAL SECURITY TRUSTEES REPORT OUT TODAYor was it yesterday? Ho Hum.  The 2019 Social Security Trustees Report was released yesterday. The Committee for a Responsible Federal Budget published its usual half truths (also known as “…
    - 1 day ago 24 Apr 19, 5:02pm -
  • USMCA, the International Trade Commission, and Kevin Hassett
    USMCA, the International Trade Commission, and Kevin Hassett Tracey Samuelson of Market Place writes: USMCA would slightly boost U.S. economy, says ITC report – On Thursday, the International Trade Commission released its assessment of the project…
    - 3 days ago 23 Apr 19, 11:04am -
  • Nailed it!
    Nailed it! Three weeks ago I wrote No, the Meuller report ***DID NOT*** “find no collusion!” in which I lambasted and parsed Barr’s conclusory snippet of the Mueller report, to wit, that “[T]he investigation did not establish that members o…
    - 3 days ago 23 Apr 19, 9:08am -
  • Open thread April 23, 2019

    - 3 days ago 23 Apr 19, 7:45am -
  • A Woman’s Right to Safe Healthcare Outcomes
    Married male with children, who was asked to write on three different subjects concerning women’s healthcare by the ConsumerSafety.Org . Although I have worked in the healthcare product industry, I am not a doctor. All three of the healthcare issue…
    - 3 days ago 22 Apr 19, 1:00pm -
  • The Extreme Limits of Human Dishonesty and Stupidity
    This is a follow up on my post on joy and sorrow. I feel great joy at having found the ultimate abyss of idiocy, but I fear Monday, October 30, 2017 Mysterious Ways The competition for worst possible argument was provoked by the fact that former Whit…
    - 4 days ago 22 Apr 19, 11:16am -

The Burning Platform

  • newThe Decline of India
    Guest Post by Jayant Bhandari As I write these words, the 2019 general election for the next federal government of India is underway. This comes five years after a significant break from the past occurred in Indian politics. Now, for the first time s…
    - 3 hours ago 25 Apr 19, 8:35pm -
  • newContempt Of The People
    Guest Post by The Zman Outside of the various hives on the modern Left, it is generally assumed that the natural progression of democracy is toward some form of dictatorship. What starts as a sensible idea by sensible people leads to an expansion of…
    - 4 hours ago 25 Apr 19, 7:28pm -
  • newBannon And Bass: “China Is Most Significant Existential Threat The US Has Ever Faced”
    Via ZeroHedge Perhaps out of concern that his former boss might be pushing Robert Lighthizer and Steve Mnuchin to cave on enforcement, technology transfers and market access for the sake of securing a deal with Beijing, former White House Chief strat…
    - 5 hours ago 25 Apr 19, 6:26pm -
  • newMissed It By That Much: Hillary Clinton Almost Wins ‘Wheel Of Fortune’ But Then Shouts ‘Easter Worshiper’ Instead Of ‘Christian’
    Via The Babylon Bee Some people think Hillary Clinton is robotic and hard to sympathize with, but even our hearts went out to her on this one. On a special politicians’ episode of Wheel of Fortune, failed presidential candidate Hillary Clinton nea…
    - 6 hours ago 25 Apr 19, 5:58pm -
  • newRising Inflation May Absorb Your Social Security Raise
    From Birch Gold Group Long-term Social Security has a shortfall of $43 trillion (officially reported by the Board of Trustees), and an imminent benefit cut of 25% by 2034. Despite these sobering facts, Social Security raised benefits for 8 million re…
    - 6 hours ago 25 Apr 19, 5:11pm -
  • newWhen Is Capital Preservation Not Enough?
    Pundit Bill Bonner’s article about our growing government debt grabbed my attention. “…. When it comes to government debt, the borrower never pays; the feds have no money. The lenders – big banks, investment funds, well-heeled insiders – do…
    - 8 hours ago 25 Apr 19, 3:24pm -
  • newTESLA JUGGERNAUT
    Tesla Net Income, Millions…Q1 2019: -7022018: -9762017: -1,9612016: -6752015: -8892014: -2942013: -742012: -3962011: -2542010: -1542009: -562008: -822007: -78$TSLA — Charlie Bilello (@charliebilello) April 24, 2019
    - 11 hours ago 25 Apr 19, 12:42pm -
  • newJOE BIDEN’S CAMPAIGN ANNOUNCEMENT VIDEO
    Creepy @JoeBiden's Presidential Campaign Announcement video has leaked… Good call on cancelling it. pic.twitter.com/BbDplZxj2e — Carpe Donktum🔹 (@CarpeDonktum) April 24, 2019
    - 11 hours ago 25 Apr 19, 12:23pm -
  • newMAGA
    Trump Supporter kid gets 4-on-1 beating for saying Make America Great Again!!! pic.twitter.com/OB8ZnptlO6 — Deep State Exposed® ⭐⭐⭐⭐⭐ (@DeepStateExpose) April 25, 2019
    - 11 hours ago 25 Apr 19, 12:20pm -
  • newShe Wrote The Patriot Act. Her Next Job Is With Facebook
    Via ZeroHedge Facebook announced Monday that Jennifer Newstead, a Trump appointee who served in the Department of Justice (DoJ) under President Bush, will join the social media company as General Counsel, supervising its global legal functions. Newst…
    - 13 hours ago 25 Apr 19, 10:29am -

Silicon Valley Insider

The Wire

War Room

Naked Capitalism

Coyote Blog

Washington's Blog

  • newWestminster Abbey to Give Thanks for Nuclear Weapons

    Westminster Abbey to Give Thanks for Nuclear Weapons

    Last week I tweeted this: “The U.S. military wants to fly small nuclear power plants into wars in order to power the wars’ weaponry. Because there was some chance we might not all die fast enough if nothing this stupid … Continue reading →
    - 5 hours ago 25 Apr 19, 6:20pm -
  • newThe Feedback Loop of Doom: When Mobile Creatives and Capital Abandon Unaffordable, Dysfunctional Cities

    The Feedback Loop of Doom: When Mobile Creatives and Capital Abandon Unaffordable, Dysfunctional Cities

    At the end of any trend, everyone’s a true believer: this trend is so enduring, so broad-based, so based on unchanging fundamentals that it will never ever reverse. One such trend is the white-hot growth of housing, employment, tax revenues, etc.…
    - 9 hours ago 25 Apr 19, 3:08pm -
  • newThe Resistance Takes a Stand for Keeping Trump in Office
    I’m old enough to remember when Nancy Pelosi was telling us that Trump would impeach himself. Now, Trump’s “not worth it,” as if impeachment is a favor you bestow on those most worthy. Jerrold Nadler is proposing to fine Trump … Continue re…
    - 10 hours ago 25 Apr 19, 1:55pm -
  • Savagery and Its Promoters and Profiteers

    Savagery and Its Promoters and Profiteers

    Max Blumenthal’s new book, “The Management of Savagery: How America’s National Security State Fueled the Rise of Al Qaeda, ISIS, and Donald Trump,” is over 300 pages and wastes not a word. It also does far more than it claims. … Continue re…
    - 1 day ago 24 Apr 19, 8:39pm -
  • If “Getting Ahead” Depends on Asset Bubbles, It’s Not “Getting Ahead,” It’s Gambling

    If “Getting Ahead” Depends on Asset Bubbles, It’s Not “Getting Ahead,” It’s Gambling

    Beneath the endlessly hyped expansion in gross domestic product (GDP) of the past two decades, the economy has changed dramatically. The American Dream boils down to social and economic mobility, a.k.a. getting ahead through hard work, merit and w…
    - 1 day ago 24 Apr 19, 3:40pm -
  • Ukraine 2019 Election- Ukraine Rejects Maidan and Revolution

    Ukraine 2019 Election- Ukraine Rejects Maidan and Revolution

    “Most previous ODIHR and Council of Europe’s European Commission for Democracy through Law (Venice Commission) recommendations that would bring the legal framework further in line with international obligations and standards, as well as good prac…
    - 1 day ago 24 Apr 19, 12:29pm -
  • Talk Nation Radio: Greg Grandin on the End of the Myth

    Talk Nation Radio: Greg Grandin on the End of the Myth

    Greg Grandin is the author of a number of prize-winning books, including The Empire of Necessity: Slavery, Freedom, and Deception in the New World, which won the Bancroft Prize in American History, and Fordlandia: The Rise and Fall of Henry … Conti…
    - 2 days ago 23 Apr 19, 7:28pm -
  • America’s Forced Financial Flight: Fleeing Unaffordable and Dysfunctional Cities

    America’s Forced Financial Flight: Fleeing Unaffordable and Dysfunctional Cities

    For hundreds of years, rural poverty has driven people to urban areas: cities offer paying work and abundant opportunities to get ahead, and these financial incentives have transformed the human populace from largely rural to largely urban in the de…
    - 3 days ago 22 Apr 19, 7:43pm -
  • Pentagon Claims 1,100 High Schools Bar Recruiters; Peace Activists Offer $1,000 Award If Any Such School Can Be Found

    Pentagon Claims 1,100 High Schools Bar Recruiters; Peace Activists Offer $1,000 Award If Any Such School Can Be Found

    By David Swanson and Pat Elder According to statements in February by the Secretary of the Army, various U.S. high schools are barring military recruiters from access to students. The Secretary of the Navy this past December said that public … Cont…
    - 4 days ago 22 Apr 19, 10:46am -
  • The 20 Surest Paths to Impeachment
    Letting a ruler get away with power grabs and abuses guarantees that worse will come, from him or from his successors. This is the lesson of the failure to impeach recent U.S. presidents. For those who haven’t understood this yet, … Continue read…
    - 6 days ago 19 Apr 19, 1:26pm -

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

  • newEquities Waiver, the Dollar Does Not
    Overview:  After closing at record highs on Tuesday, the S&P 500 slipped yesterday, and the Dow Jones Stoxx 600 snapped an eight-session advance.  Asia followed suit, with the Shanghai Composite posting its biggest loss (~2.4%) in over a month.  I…
    - 13 hours ago 25 Apr 19, 10:13am -
  • Dollar Bloc in Focus, while Germany's IFO Disappoints
    Overview:  The record high close for the S&P 500 failed to lift global equities. Far East trading was mixed.  The Nikkei opened strong and closed weaker, while the Shanghai Composite began softer and closed firmly.  Australian shares and bonds ral…
    - 2 days ago 24 Apr 19, 10:08am -
  • Modest Thoughts on Central Bank Independence
    Indications that the Trump Administration is considering nominating Moore and Cain to the Board of Governors of the Federal Reserve has stirred up an international controversy over the independence of central banks. Cain withdrew his name from consi…
    - 2 days ago 23 Apr 19, 6:27pm -
  • Oil Extends Gains While Markets Await Fresh Incentives
    Overview: Financial centers that have been closed for the extended holiday have re-opened, but the news stream is light and market participants are digesting developments and positioning for this week's central bank meetings and the first look at Q1…
    - 3 days ago 23 Apr 19, 10:14am -
  • Cool Video: Discussion of the Deflationary Risks in Japan and Brexit
    I joined CNBC Asia's Amanda Drury and Sri Jegarajah via Skype earlier today as the new week was beginning in Asia.  In this three minute clip, we discuss the outlook for the BOJ and sterling.  Most of the rise in Japan's inflation is due to food a…
    - 3 days ago 22 Apr 19, 12:45pm -
  • Surge in Oil Punctures Holiday Markets
    Overview: With many centers closed for the extended holiday, the calm in the global capital markets has been punctuated by reports that the US is considering ending its exemption for eight countries to have bought Iranian oil over the past six months…
    - 4 days ago 22 Apr 19, 10:09am -
  • Six Events to Watch Next Week
    The divergence thesis that drives our constructive outlook for the dollar received more support last week than we expected.  A few hours after investors learned that Japan's flash PMI remained below the 50 boom/bust level, Europe reported disappoint…
    - 4 days ago 21 Apr 19, 1:36pm -
  • Be Careful of Playing for the Breakout
    The US dollar rose against all the major currencies but the Japanese yen.  Its net loss against the yen, less than 0.1% was a fluke.  The dollar was confined to a 40 tick range against the yen for the entire week.  It appears to be the among the n…
    - 4 days ago 21 Apr 19, 11:47am -
  • Cool Video: Trump Ahead in 2020?
    Goldman Sachs opined that President Trump had an edge to win the 2020 presidential election and Fox Business thought it was newsworthy and invited to me join the discussion.   First, I tried playing down the significance of Goldman's call.  The m…
    - 5 days ago 20 Apr 19, 4:17pm -
  • Holiday Note
    Overview:  Many financial centers are closed today.  These include Australia, India, most European markets, and the US.  In Asia, equity markets that were open moved higher.  The Nikkei, which gapped higher on Monday, rose 0.5% today for a 1.5% g…
    - 7 days ago 19 Apr 19, 10:07am -

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

  • newIs a Volatility Tsunami Imminent?
    Josh here – my friend Andrew Thrasher wrote this up at my request after sharing the below chart with me. Andrew focuses a lot on volatility, and what types of market conditions typically precede the sort of “volatility tsunamis” that appear fro…
    - 4 hours ago 25 Apr 19, 8:07pm -
  • Three Reasons You’re Never Satisfied
    Michael and Ben were talking about a new study they’d read at The Atlantic about how no one is happy with the amount of money they have, up and down the scale. The conclusion of the piece is that pretty much everyone says they’d be contented if t…
    - 1 day ago 24 Apr 19, 12:00pm -
  • The Investment Management Tool Advisors Love
    Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they're answering a client question, creating a blog post or seeking to prove or disprove...
    - 2 days ago 23 Apr 19, 2:00pm -
  • The Crucible
    I don't think I would ever invest money with someone who isn't on Twitter....
    - 3 days ago 22 Apr 19, 12:00pm -
  • Investing in the Real World – Not a Backtest!
    This scenario is just one of a million things that happens to investors in the real world...
    - 5 days ago 20 Apr 19, 1:00pm -
  • This Week on TRB
    These were the most read posts on the site this week, in case you missed it: ...
    - 6 days ago 19 Apr 19, 12:44pm -
  • Clips From Today’s Halftime Report
    Microsoft gets a target boost at Wedbush from CNBC. This is the year we’ll find out if we’re mid or late-cycle, says Fundstrat’s Tom Lee from CNBC. Markets will continue to tick higher unless something catastrophic happens, says expert from CNB…
    - 7 days ago 18 Apr 19, 10:30pm -
  • Total Return S&P 500 – Welcome to new highs
    On an all new What Are Your Thoughts? with Michael Batnick and Downtown Josh Brown......
    - 8 days ago 17 Apr 19, 6:00pm -
  • My first ever Twitter Live Q&A for @CNBC
    New show! ...
    - 8 days ago 17 Apr 19, 2:05pm -
  • Facebook is Harvesting Your Organs!
    Video from this morning's hit on MSNBC...
    - 9 days ago 16 Apr 19, 3:41pm -

Shadow Stats

  • No. 983b: Updated ALERT, Economic and Financial Market Review
    (SGS Subscription required) • UPDATED ALERT: As U.S. Economic Activity Turns Increasingly Negative, So Too Will the Stock Market and the U.S. Dollar • February Real Median Household Income and March Real Hourly Earnings Declined; Excessive FOMC…
    - 4 days ago 22 Apr 19, 8:33am -
  • Bullet Edition No. 6
    (SGS Subscription required) • PENDING DOWNTURN IN ECONOMIC EXPECTATIONS • New Recession Should Be Timed from November/Fourth-Quarter 2018 Peak; Fourth-Quarter 2018 GDP Faces Still Further Downside Revision; First- and Second-Quarter 2019 Real GD…
    - 16 days ago 9 Apr 19, 6:27pm -
  • Bullet Edition No. 5
    (SGS Subscription required) • Reporting-Quality Issues Mount With Shutdown Catch-Up Data • Fourth-Quarter 2018 GDP Growth Slowed Sharply, With Further Downside Adjustments Pending in July 26th Benchmarking • Industrial Production Benchmark Re…
    - 26 days ago 30 Mar 19, 7:40pm -
  • Bullet Edition No. 4
    (SGS Subscription required) • March 20th Federal Open Market Committee Held Interest Rates in Check, Indicating No Rate Hikes in 2019, in Line with Market Expectations • The Fed Slowed its Pace of Projected Balance Sheet Liquidation • The FOM…
    - 35 days ago 21 Mar 19, 8:43pm -
  • Bullet Edition No. 3
    (SGS Subscription required) • Consumption/Manufacturing Downturn Driven by Consumer Liquidity Woes • Weakening Industrial Production, Manufacturing and Capacity Utilization Were Consistent With a Pending Downside Revision to Fourth-Quarter 2018…
    - 40 days ago 16 Mar 19, 3:18pm -
  • Bullet Edition No. 2
    (SGS Subscription required) • Latest Retail Sales, Employment and Monetary Base Show Increasingly Negative Economic Trends • January 2019 Retail Sales Signaled a Downside Revision to Fourth-Quarter 2018 GDP, Along With an Early Indication for a…
    - 45 days ago 12 Mar 19, 12:48am -
  • Bullet Edition No. 1
    (SGS Subscription required) • Some Observations on a Sharply Deteriorating Trade Deficit • Real Merchandise Trade Deficit Just Hit Its Worst Level Ever; Annual and Fourth-Quarter 2018 Deficits Were Deepest in History • Unfolding Trends Have H…
    - 49 days ago 7 Mar 19, 5:43pm -
  • No. 983a: Updated ALERT, Advance Economic and Financial-Market 2018-2019 Review and Preview

    - 64 days ago 20 Feb 19, 10:45pm -
  • No. 982: Stock Market, December 2018 Employment and Unemployment, Monetary Conditions
    • One Cannot Fool Main Street, U.S.A., With Media Hype; Average Person Has a Stable, Solid Opinion as to How He or She Is Doing • Federal Reserve Has Not Eased Its Tightening Policies, and the Economy Continues to Turn to the Downside, Sinking A…
    - 8 Jan 19, 1:36am -
  • No. 981: Retail Sales, Production, New Orders, Residential Construction, GDP and Stocks
    • FOMC-Driven Consumer Slowdown Signals Onset of a New Recession, as Nominal Monetary Base Drops to a Five-Year Low • Effects of Ongoing Federal Reserve Tightening Increasingly Have Pummeled Real Retail Sales, Production and Construction Activit…
    - 3 Jan 19, 8:59pm -

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