Investing and Trading News, with a Contrarian, Sarcastic Twist!
I know that very few if any of us actually believe the worst is behind us. There are too many skeletons left in the closet – with massive sovereign debt being possibly the most ominous storm cloud on the horizon. In this guest article, our friend David Galland questions the logic of the mainstream financial […]
Perhaps a sign that we’re heading into a deflationary spiral – perhaps a clear sign of a bond bubble – or perhaps some mixture of both. From Bloomberg: The amount of money flowing into bond funds is poised to exceed the cash that went into stock funds during the Internet bubble, stoking concern fixed-income markets […]
Jim Puplava’s devoted a special show to financial conspiracy theories on this week’s Financial Sense Newshour. Each year, Jim and John take two weeks off in August – so they usually prerecord a couple of shows packed with interviews to give us “FS Junkies” our fix! It’s a little bit of a bizarre show – […]
One of my absolute favorite economic forecasters is Gerald Celente, who is the founder of the Trends Research Institute. Why is he my favorite? Because he’s freaking hilarious. Celente is an American classic – a hard nosed guy from the Bronx who despises most of what’s going on in America right now. If you haven’t […]
One question that always seems to surround Asian economies is: How much wealth is actually being created? GDP numbers can be misleading, as they focus on the total dollar value of transactions in the economy. And as you well know, there can be a big discrepancy between top line sales, and bottom line margins. In […]
Boston University economics professor Laurence Kotlikoff penned a great guest article for Bloomberg, where he takes a hard look at the fiscal gap in the US, concluding that our country is basically bankrupt. Based on the CBO’s data, I calculate a fiscal gap of $202 trillion, which is more than 15 times the official debt. This […]
There’s not much to like about the prospects for “old school” publishers like newspapers and magazines these days. With the internet giving legs to anyone with something to write, blogging platforms like WordPress that enable you to get started at almost no cost, and search engines like Google sending readers your way, I can’t see […]
If this is true – it sure is classic Goldman! ZeroHedge reports: In the latest Perspectives from Goldman Sachs Asset Management (intended FOR BROKER-DEALER, FINANCIAL INSTITUTION, OR INSTITUTIONAL INVESTOR USE ONLY. NOT FOR DISTRIBUTION TO CLIENTS OR THE GENERAL PUBLIC), in addition to summarizing all the other recent actions presented by the firm’s key departments, […]
Our unofficial “Deflation Chancellor”, David Rosenberg, penned an excellent rebuttal to a WSJ Op-Ed piece by Jeremy Siegel and Jeremy Schwartz entitled The Great American Bond Bubble. Rosenberg dispels a lot of “common wisdom” with regards to what drives interest rates and the bond market. His analysis, as always, is superb. You can read his […]
Since it feels like we may be at a major turning point in the markets, I thought it’d be useful to review our current outlook with regards to the various key markets. As always, please take these musings with a grain of salt – I’m just an armchair trader and blogger, after all! The Dollar […]
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