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Archive for the Global Economy Category

David Stockman Interview On Yahoo – The Fed Painted Itself Into A Corner, Confidence In The Casino Is Headed For A Fall – David Stockman’s Contra Corner 09-17-15

Salient to Investors: David Stockman said: The Fed is on a jihad against retirees and savers. 80 months of ZIRP has not helped the economy because we are at peak debt, with US business $12 trillion in debt, versus $10 trillion before the crisis. The massive money printing has all

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The Truly Stupid Case For More ZIRP – David Stockman’s Contra Corner 09-16-15

Salient to Investors: David Stockman writes: The global economy is transitioning into a deep deflation. Irving Kellner erroneously recommends the Fed delay its rate hike for reasons including the recent plunge in stock prices, the market’s dislike of an end to the easy money which has kept it afloat, and because all

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Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg Business 09-16-15

Salient to Investors: Viktor Shvets and Chetan Seth at Macquarie said: Emerging markets and economies are in a worse situation than in the 1997 Asian financial crisis because they now face far longer, more painful and insidious disease with limited or no cures or exits, punctuated by occasional significant flare-ups. The effect

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Fareed Zakaria GPS – CNN 09-13-15

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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Why Hedge Fund Hot Shots Finally Got Hammered – David Stockman’s Contra Corner 09-06-15

Salient to Investors: David Stockman writes: A growing chorus of investors blamed last week’s stock market sell-off on esoteric but increasingly influential trading strategies pioneered by hedge funds like Bridgewater. Hedge fund performance has benefited from broken capital markets rigged by the Fed. Thesecasino gamblers bought every one of the

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Fareed Zakaria GPS – CNN 09-06-15

Salient to Investors: Fareed Zakaria said: ITER says there is enough hydrogen in the ocean to power humanity with fusion for millions of years, with zero carbon emissions. China is making super conducting magnet cables, the US is building ITER’s largest magnet, India is making the steel structure that will surround the magnets.

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Bulls Set To Be Tasered Again By Severe Downleg – Clive Maund 09-06-15

Salient to Investors: In a bear market poised to plunge again. Markets drop twice as fast as they rise because fear is a stronger emotion than greed. Bearish technicals: Broken down from the 6-year bearish Rising Wedge pattern. First bearish moving average cross for 4 years Volume on the recent plunge

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This Is Not A Retest – Its A Live Bear! – David Stockman’s Contra Corner 09-03-15

Salient to Investors: David Stockman writes: US stocks are in a bear market. Honest financial markets would have sold off long ago, but for central bank falsification of asset prices. The S&P 500 is at 20 times trailing earnings as of June 2015: $97.32 per share versus $103.12 at the end of

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The US Economy Is Not Awesome And It’s Not Decoupled – David Stockman’s Contra Corner 09-01-15

Salient to Investors: David Stockman writes: Reliable signs of an economic recovery are few. Housing has not moved at all. Private construction spending is 7% below December 2007 levels, 43% below its early 2006 peak, at January 2002 levels nominally, and 1992 levels when adjusted for inflation. Spending is 2.1% of

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Fareed Zakaria GPS – CNN 08-30-15

Salient to Investors: Fareed Zakaria said: The US economy has recovered nicely. A 2014 UCLA study found that many black and Latino students face almost total isolation from white and Asian students and middle-class peers. Much more Saudi oil wealth has gone into pernicious causes over the last 30 years

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