Forget about Fox News and MSNBC. The really interesting stuff is happening outside the echo chambers, as progressive journalists declare war on the corporatist wing of the Democrat party. Among their beefs: The obsessive focus of the past three years on Russiagate and then Ukrainegate drained all the progressive energy that would otherwise have gone […]
Top Ten Videos — May 15
Jim Sinclair: Debt jubilees everywhere … Nouriel Roubini: The debt crisis will become explosive … Marin Katusa: Dollar shortage is the big story going forward … Mike Maloney: The biggest event in world history … Emigrate While You Still Can – To Finca Bayano
Marcel Arsenault: Beware The “Lazy W”
Real estate investor Marcel Arsenault has racked up Warren Buffett-scale profits over the past few credit cycles by loading up on “empty buildings” at the bottom, filling them with paying tenants, and then selling at the top. In a recent message to investors, he warns that the current market is especially tricky. Here’s an excerpt: […]
Top Ten Videos — May 8
Dan Oliver: Inflation — good and hard … Comey grilled by Chris Wallace on the FBI’s criminal negligence (or maybe treason) … Gerald Celente: Welcome to the new ABnormal … McAlvany: Save the bankers! Sacrifice the currency … Rick Rule: Gold prices will be catching fire … Emigrate While You Still Can – To […]
Bankrupt Cities And States Get The National Disaster They’ve Been Hoping For
The people running states like New Jersey and cities like Chicago know they’re broke. Ridiculously generous public employee pensions – concocted by elected officials and union leaders who had to have understood that they were writing checks their taxpayers couldn’t cover – are bleeding them dry, with no political solution in sight. They also know […]
Top Ten Videos — May 2
Matt Taibbi: Expect tens of billions of dollars of fraud in these bailouts … Saagar Enjeti: Biden will put the usual Wall Street suspects in charge of the economy … Rick Ackerman – We have a deflationary abyss to cross … Alex Newman: The federal government cannot bail everybody out … Max Keiser: Anatomy of […]
Is The Government About To LBO The Private Sector?
So it’s early 2021 and we’ve bought back most of the extant Treasuries, a big chunk of investment-grade corporates and agency bonds, even a significant part of the junk market. And the damn economy is still flat on its back. Guess ten trillion dollars isn’t what it used to be! But giving up isn’t an […]
Will Airbnb’s Implosion Trigger A Housing Bust?
It seemed like such a good idea at the time. Airbnbs were the next wave in hospitality, taking market share from hotels and motels and backed by a tech network that made running a virtual bed and breakfast fun and easy. So you borrow a bunch of money, buy a couple of houses, and put […]
Lawrence Lepard: Global Margin Call For A Leveraged World
Lawrence Lepard, managing partner with Equity Management Associates, just published a quarterly report in which he explains — among many other things — why current US policy has created a “doom loop” and “a gold opportunity.” Here’s the summary page. For a PDF copy of the full 36-page report, email Lawrence at llepard@ema2.com FIRST QUARTER […]
Finally, It Matters What The Fed Can And Can’t Print
Sound money advocates have been proclaiming that “the Fed can’t print gold” pretty much since the end of the last gold standard in 1971. But no one outside our little echo chamber paid attention, fixating instead on what the Fed could print: trillions of dollars that were perfectly fine for buying anything a creditworthy person […]
Top Ten Videos — April 24
Martin Armstrong: This is gonna push the debt bubble over the cliff … Rick Rule: Silver bugs, be patient, your time is coming … Scott Adams: The 2020 election could be the biggest blow-out in history … Max Keiser on “the everything bubble bailout” … Emigrate While You Still Can – To Finca […]
Deep Recession + Boomer Downsizing = Plunging Home Prices
Harry Dent, a newsletter publisher who uses demographic trends to forecast market movements, believes that even before covid-19 blindsided the global economy, the US housing market was toast. From one of his recent interviews: Baby Boomers are now dying at unprecedented rates and will continue to do so into 2040. That takes the net demand […]
Top Ten Videos — April 18
Alasdair Macleod: Currency destruction is coming this year … Danielle DiMartino-Booth: Is the next Great Depression here? … Classic 2019 Matt Tiabbi on the Joe Rogan Show … McAlvany: Living in the long emergency … Max Keiser: The Fed can’t print a supply chain … Emigrate While You Still Can – To Finca […]
Now Comes The Real Crazy
A recurring theme of modern financial crises is the “temporary” nature of the extreme steps governments take to fix the system. Recall that the massive increase in the Fed’s balance sheet during its Great Recession asset-buying binge (which is another way of saying “currency printing binge”) was going to be reversed out. But a funny […]
What Happens When The Pandemic Ends?
Let’s assume that by the end of this year a combination of social distancing and some new and effective treatments convert covid-19 from existential threat to chronic nuisance and the economy starts to assume an air of normalcy. Which is to say that people go back to traveling and eating out and buying Chinese-made things […]
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