Something Wicked This Way Comes

BY JOHN MAULDIN 01/11/2019 For a couple of years now, the economic narrative has shown a comparatively strong US against weakness in Europe and some of Asia (NOT China). The US, we are told, will stay on top. I agree with that, as far as it goes... but I’m not convinced the “top” will be so great. Americans like to think we are insulated from the [...] Read more

Spreading Sour Not Soar

By Jeffrey P. Snider| 01/14/2019 We are starting to get a better sense of what happened to turn everything so drastically in December. Not that we hadn’t suspected while it was all taking place, but more and more in January the economic data for the last couple months of 2018 backs up the market action. These were no speculators looking to break [...] Read more

Understanding Market Cycles

By Lance Roberts 01/14/2019 I was digging through some old charts over the weekend and stumbled across this gem from AlphaTrends which explains the “best time to buy stocks.” “Is it possible to time the market cycle to capture big gains? Like many controversial topics in investing, there is no real professional consensus on market timing. [...] Read more

Collapse In Global M1 Signals A Worldwide Recession Has Arrived

By Tyler Durden Mon, 01/14/2019 By now everyone has seen some iteration of this chart showing that the annual change in central bank liquidity is now negative. Another way to visualize just the Fed's balance sheet contraction is courtesy of this chart from Morgan Stanley which shows specifically which assets - Treasurys and MBS - are declining on [...] Read more

In a difficult situation, Trump was able to demonstrate his hospitality

By Bledso 01/15/2019 US President Donald Trump was the victim of ridicule in social networks because of the reception at the White House, which he had arranged on the eve in honor of the American football team Clemson Tigers. Because of budget disputes and related problems with financing government spending and civil servants' wages, Trump was on [...] Read more

All that we have left is the consequences

All that we have left is the consequences

By Paranoid Bull 01/15/2019 Looping over short-term trends is a cancer that has infected how businesses operate, how people consume information, and now how our central banks are trying to control the System. By definition, short-term trends are subject to noise. In a short period of time, nothing happens ... In the real world, for some [...] Read more

Gold and commodities set to soar in 2019

By Frank Holmes - U.S. Global Investors 01/15/2019 Summary: An update to the Periodic Table of Commodity Returns. Goldman Sachs issues an overweight recommendation for gold and commodities. Paradigm Capital says royalty companies are the “best bet” in metals and mining. Our ever-popular Periodic Table of Commodity Returns has been updated for 2018 [...] Read more

Instead of Bad News: Polar Bear Meets Russian Submarine

By Hal Turner 01/15/2019 An Inquisitive polar bear has been pictured stepping from the ice onto a Russian nuclear submarine while searching for food in the Arctic. The Delta IV class sub is thought to have been north of the Norwegian islands of Svalbard and Jan Mayen when its crew decided to surface to get rid of bags of rubbish. All 120 sailors [...] Read more

The Fed Dilemma

The Fed Dilemma

The Federal Reserve building is pictured in Washington, DC, U.S., August 22, 2018. (Chris Wattie/File Photo/File Photo/Reuters) By Valentin Schmid 01/10/ 2019 Updated: 01/13/ 2019 The Fed Dilemma Yes, it is responsible for market crashes, but the origin of the problem traces back to the very roots of the institution Commentary For the most part in [...] Read more

Russia Prepares To Buy Up To $10 Billion In Bitcoin To Evade US Sanctions

By Tyler Durden 01/14/2019 While the market has been increasingly focused on the rising headwinds in the global economy in general, and China's economic slowdown in particular, while the media is obsessing over daily revelations that Trump may or may not have colluded with Russia to get elected, a far more critical, if underreported, shift has [...] Read more

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