Bond Market Vigilantes hold Upper hand over Central banks
With bearish forces working against the Bond Market, how can the Fed prevent an upward spiral in interest rates that could deal a knockout blow to the US economy, and burst the stock market bubble?
View ArticleMarkets Have Priced In A Taper Lite, But What If We Get A Taper Zero?
The Federal Reserve's big day is finally here but what if Chairman Ben Bernanke gets cold feet? It would catch people by surprise, spark a bout of volatility in financial markets and the bond market...
View ArticleFed’s Bullard Urges Investors To Sell Bonds (But Not Stocks)
Given the market's rapid surge to dismissing The Fed's stock-selling recommendations, we are stunned by the silence of "market defenders" as once again the Fed takes to the airwaves to demand investors...
View ArticleIt Can’t Be A Bubble! Does One Actually Exist Or Not?
Ultimately the question is whether brisk money supply growth will be maintained and whether the economy's real pool of funding is still large enough to allow for additional diversions of scarce...
View ArticleAre Capital Inflows Propping Up U.S. Markets?
Nobody really believes the official narrative that the "recovery" is powering the remarkable strength of U.S. stocks, bonds & real estate. While capital inflows into U.S. stocks are difficult to...
View ArticleAdditional Chinese Stimulus Risks Global Financial Stability: Goldman
The soft July data have once again generated expectations of monetary easing from China. Goldman believes that a combination of sectoral policies aimed at easing financial stress and structural...
View Article‘Helicopter Yellen’ Sends Stocks, Gold, Silver Soaring
Gold, silver and stocks surged overnight after the Fed maintained their ultra dovish monetary policy stance. The risk to markets of an early hike in U.S. interest rates eased leading to a fall in the...
View Article10 Key Events That Preceded Last Financial Crisis, Are Happening AGAIN
History literally appears to be repeating, but most Americans seem absolutely oblivious to what is going on. Signs that another massive financial crisis is on the horizon are everywhere. All you have...
View ArticleCiti Warns – Central Banks Grip On The World Economy Is Waning
Not only are central bank policies having a disappointing effect on business sentiment and investment; they are failing even to revive inflation expectations. Despite having growing doubts as to...
View ArticleAre Central Banks Creating Deflation?
The unintended consequences of continuing to delve deeper into the new paranormal are making the game ever more dangerous as we now have central banks accidentally creating deflation while...
View ArticleThe End of the Debt Cycle
Tokyo’s debts have grown so large that 43% of tax receipts are required just to service its debt, to say nothing of the amounts needed for current and future deficits. Try living on 57% of what you...
View ArticleEurope, China Stocks & Commodities Crashing – Are U.S. Stocks Next?
European stocks are crashing, Chinese stocks are crashing, and commodities are crashing. And guess what? All of those things happened before U.S. stocks crashed in the fall of 2008 too. In so many...
View ArticleInvestors Not Believing Economic Data, Still Prefer Gold
I think there is some disbelief in the recent slew of better-than-expected U.S. economic data, which could be supporting gold prices. Lower U.S. Treasury yields are increasing the attractiveness of...
View ArticlePension Fund Deficits Stand at Record Levels – Can Gold Ameliorate the...
The result is pension fund deficits today stand at record levels, even after a doubling of equity markets over the last five years. Goodness knows how bad it must be for pension funds in countries...
View ArticleNow It’s The Japanese Savers That Are Flooding Into Gold Bullion
Individual investors drove a 60% jump in sales of gold in June from May at Tanaka Holdings, the operator of Japan’s largest bullion retailer. Why the surge into gold? The yen’s appreciation in spite of...
View ArticleRevealing the Real Rate of Inflation Would Crash the System
The grim reality is that real rate of inflation is 7+% per year, and this reality must be hidden behind bogus official calculations of inflation as this reality would collapse the entire status quo....
View ArticleEmerging Markets and Gold – Right Concoction for a Balanced Portfolio
We can look at emerging markets with strong domestic spending such as India, the Philippines, other parts of Southeast Asia & Latin America where their growth patterns are independent of what's...
View ArticleWhat Are Gold Prices and Bond Yields Telling Us?
A positive relationship between gold and the dollar has reemerged over the last few trading sessions & needs to be watched carefully. That is doubly true right now, while bonds are rising and bond...
View ArticleWhat’s keeping a lid on Gold Prices? Seems just a Play to Distract Investors
You will see higher gold prices next year on the back of low interest rates, no matter who the new Federal Reserve Chair is. A global debt crisis is building and that will be a long-term factor for...
View ArticleGold Rally Continuation Assured on High Debt & Low Yields – Both at Record...
Central banks have deployed nearly everything in their arsenal, including zero, negative interest rates & QE. The last stage could very well be extreme currency debasement. Rates would need to be...
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