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Archive for the Commodities Category

We’ve Seen This Picture Before – Global Markets Down $13 Trillion Already – David Stockman’s Contra Corner 09-29-15

Salient to Investors: David Stockman writes: The global economy is drastically overbuilt on $225 trillion of debt. The 2008 collapse was quickly arrested by unprecedented central bank money printing, which is unavailable this time around because interest rates cannot go any lower and QE does not stimulate economies at peak debt, and only inflates financial

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Looking for the lifeboats – The Economist 09-19-15

Salient to Investors: Both equities and government bonds are overvalued but are unlikely to fall in tandem. Long-term investors should ignore short-term market declines because over the long-term, asset prices rise – US equities overcame the dotcom bubble and 2008 financial crisis to reach record highs in 2015. However, equities could be

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Petrostate Cash Crunch Continues Amid Oil Collapse, Proxy Wars – Zero Hedge 09-07-15

Salient to Investors: Tyler Durden writes: ZIRP has allowed insolvent US oil producers to stay in business and help keep oil prices low, and now Saudi Arabia and Qatar are also tapping the credit markets. Saudi Arabia needs crude at $100 to finance their budget deficit estimated to be 20%

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Forget The Dips, Sell The Rips – David Stockman’s Contra Corner 08-24-15

Salient to Investors: David Stockman writes: The S&P 500 has sliced through both the 50-day and 200-day moving averages. 2130 on the S&P 500 will prove to be a generational high.  CAT, China, European luxury brands, the NASDAQ Biotech Index are shorts. Expect the Fed to announce they are well short of

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Fareed Zakaria GPS – CNN 08-23-15

Salient to Investors: Fareed Zakaria said: The last time oil fell more than 50% in less than a year, in the 1980s, the Soviet Union collapsed. Saudi Arabia wants to put American shale and tight oil producers out of business, but they have survived using technology and smart business practices.

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The S&P’s 13th Trip Thru 2100 Since February 13th: Call It Monetary Rigor Mortis – The Bull Is Dead – David Stockman’s Contra Corner 08-19-15

Salient to Investors: David Stockman writes: The bull market is dead, yet stock option addicted corporate executives are buying their own drastically over-priced shares hand-over-fist. Corporate stock buybacks and dividends are back to late 2007 levels of all of net income, lured by 80 months of ZIRP and $3.5 trillion of debt monetization by

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Gross Sees Global Economy Dangerously Close to Deflation – BloombergBusiness 08-07-15

Salient to Investors: Bill Gross at Janus Capital said: The global economy is dangerously close to deflationary growth. Any whiff of deflation and things tend to reverse and go badly. The CRB Commodity Index is lower than in 2008 when Lehman went bankrupt.  Oil, metals and crops have plunged due to

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Hedge Fund Losses From Commodity Slump Sparking Investor Exodus – BloombergBusiness 08-06-15

Salient to Investors: Cargill, the world’s largest grain trader, shut its commodities hedge fund last month, a sign that commodity speculators are in trouble. Donald Steinbrugge at Agecroft Partners said hedge funds are supposed to make money in both bull and bear markets but managers bias towards rising prices. Steinbrugge

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Central Banks Have Shot Their Wad – Why The Casino Is In For A Rude Awakening, Part I – David Stockman’s Contra Corner 07-25-15

Salient to Investors: David Stockman writes: The central banks have shot their wad after increasing their aggregate balance sheet from $3 trillion to $22 trillion over the last 15 years, which falsified financial prices. The coming deflation will bring a plunge in corporate profits and collapsing prices of vastly inflated risk asset classes. The

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Commodities Collapsed Just Before The Last Stock Market Crash – So Guess What Is Happening Right Now? – The Economic Collapse 07-22-15

Salient to Investors: Michael Snyder writes: Global debt is at record highs, too big to fail banks have never been more reckless, and global financial markets have never been more primed for a collapse. Most people lack the patience to wait for long-term trends to play out so if the stock market is

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