As far as the ideology part of that assessment goes, we believe that we will have a profound president-led ideological shift that is of a magnitude, and in more ways than one
Western gold community investors need to have a wee bit of patience. Gold is no longer vulnerable. It has entered a nice buying area. The $1225 - $1200 price zone […]
Jim Rickards discusses the possibility of another financial crisis with Bloomberg
The U.S. National Debt is a “train-wreck.” The official debt is nearly $20 trillion and the unfunded liabilities are $100 – $200 trillion, depending on who is counting.
Dave Gonigam hits hard questions with reality check answers on gold, inflation and what is to come under a Trump market. Read the full scoop here...
More spending…more stimulus…more inflation. Buenos Aires, here we come! Or maybe even Harare. Inflation could become hyperinflation.
Jeffrey Gundlach’s DoubleLine Asset Allocation webcast slides.
where they finally begin to work on fixing the global monetary (banking) system; or these cycles continue to reduce until the social & political strain of them forces more radical and unpredictable changes (not always for the better), something like a trapped animal fighting for its survival.
Do you believe Janet Yellen is now going to become “Super Hawk” and rally her subordinates into a raising of rates when A: In her last meeting there were fewer dissenters than the previous? Ornd…
Moody's sees a growing dose of risk in sovereign debt, and not only in emerging markets.
“Everything about recent experience,” Paul Krugman says, “suggests that the world desperately needs fiscal expansion to boost demand and … that ...
Analysts are locating the cause for the recent rise in the dollar on investors now pricing in President-Elect Trump’s fiscal stimulus plans. Investors are betting Trump’s plans to cut taxes, expand infrastructure, immigration reform, and deficit spending as being pro-inflation. "If you block immigrants, or even illegal immigrants working in the states, wages will rise … if you block Chinese exports to the US prices will rise," Tai Hui, chief Asia market strategist at JPMorgan Asset Management told CNBC.
The American middle class has suffered from painfully low wage growth since The Great Recession. In fact, 82% of Americans of suffering through the worst wage recovery since 1965. It was the first post-recession wage since 1965 without a single month above 2.7% YoY wage (or earnings) growth. With shockingly low wage growth (particularly since 2008),…
Importantly, while the Dow hit new “all-time” highs this past week, other major indices did not.
Washington will go bankrupt, right along with the U.S. Federal Reserve, which is stuck with more than $4.5 trillion of U.S. notes and bonds.
In the post-election markets, investors are preparing for the potential for higher growth—and inflation. Russ discusses the implications for investors.
Downing Street "wholeheartedly" rejects a leaked memo describing cabinet "divisions" over Brexit.
A 1970s “whip inflation now” button. The only thing that was actually needed to “whip inflation” was for the Federal Reserve to stop printing money in ever greater quantities (or to stop supporting rapid money creation by the commercial banking system).
Europe’s most distressed bank has announced it will increase efforts to secure a last gasp of €5bn recapitalisation and securitisation. As reported by The Financial Times, the board members of Italy’s Monte dei Paschi di Siena have approved the terms of an offer for retail and institutional investors including Italy’s Generali and US hedge funds
In the slump of a cycle, businesses that were thriving begin to experience difficulties or go under. They do so not because of firm-specific entrepreneurial errors but rather in tandem with whole sectors of the economy.