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Guest Post: 2011 Tipping Points
By Gordon T. Long of Tipping Points 2011 Tipping Points (pdf) Throughout my 2010 article series "Extend & Pretend" and "Sultans of Swap" I stressed that we were rapidly moving from the Financial...
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Guest Post: Debt Saturation And Money Illusion
From Gordon T. Long of Tipping Points Debt Saturation & Money Illusion Most of the clearly evident financial problems that surround us today stem from one cause - Debt Saturation. Most,...
View ArticleThe Chinese Domino Has Fallen... Or Has It? And Why No Power, May Really Mean...
Earlier today SocGen came out with a report that is a must read for everyone who has an even passing fancy in global monetary policy, as the currently rampant inflation in China, and the approaches...
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Guest Post: Three Charts That Blow The Doors Off Any Hope Of A 2012 Rally
Submitted by Charles Hugh Smith from Of Two Minds Three Charts That Blow The Doors Off Any Hope Of A 2012 Rally The centrally-managed rally of March 2009 is over; reality is finally intruding on the...
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Guest Post: The Nightmare After Christmas
By Detlev Schlichter of The Cobden Center The Nightmare After Christmas The pathetic state of the global financial system was again on display this week. Stocks around the world go up when a major...
View ArticleEuropean Companies Are Now Funding European Banks And The ECB - Is...
While hardly news to those who have been following our coverage of the shadow banking system over the past two years, today Reuters has a curious angle on the European "repo" problem: namely, it...
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This Is Where "The Money" Really Is - Be Careful What You Wish For
We have long shown that "investors" whatever that term means in the New Normal - those gullible enough to put their money in Bennie Madoff, pardon Bennie Bernanke Asset Management? - have been not only...
View ArticleChinese Business Media Cautions Japanese Bond Bubble Is Ready To Burst,...
It is a fact that when it comes to the oddly resilient Japanese hyperlevered economic model, the bodies of those screaming for the end of the JGB bubble litter the sides of central planning's tungsten...
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Artemis On Volatility At World's End: Deflation, Hyperinflation And The...
For nearly 3 years our underlying thesis in viewing artificial capital markets (because what we have today are not normal markets) and the increasing central banker intervention therein, has been that,...
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Guest Post: Shhhh… It’s Even Worse Than The Great Depression
Submitted by Mark McHugh from Across the Street Shhhh…It’s Even Worse Than The Great Depression According to Wikipedia, Narcissistic personality disorder (NPD) affects one percent of the population and...
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Have the Last 5 Years Been Worse than the Great Depression?
What Do Economic Indicators Say? We’ve repeatedly pointed out that there are many indicators which show that the last 5 years have been worse than the Great Depression of the 1930s, including: The...
View ArticleIs A Gold Standard Possible?
From Deutsche Bank's Daniel Brebner: A Future Gold Standard? A common theme in discussing the gold market is the prospect for a new gold standard in the future. That such a topic is now common says...
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Guest Post: Why QE Won't Create Inflation Quite As Expected
Submitted by Charles Hugh-Smith of OfTwoMinds blog, The Fed can create money but if it doesn't end up as household income it is "dead money." In the consensus view, the Federal Reserve's unlimited...
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Guest Post: Explaining Hyperinflation
Submitted by John Aziz of Azizonomics Explaining Hyperinflation This is a post in three sections. First I want to outline my conception of the price level phenomena inflation and deflation. Second, I...
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Reality Check: Is the US Housing Market Really Recovering? Part II
"Looking at an REO-to-rental strategy, and while a rental strategy is very important, we decided it wasn't the best solution for the FHA, servicers, borrowers and their communities." Carol Galante...
View ArticleGuest Post: Where To From Here?
Originally posted by Gerardo Coco at The Cobden Centre,We face one of the deepest crises in history. A prognosis for the economic future requires a deepening of the concepts of inflation and deflation....
View ArticleHyperinflation Started On The 25th Of July 2012 !
Gold’s recent move down is tracking our forecast.We saw an initial shock to gold as the pressure of higher rates moved through the system. What is perhaps lost on most market observers is the slowing...
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The Trends to Watch in 2013
Submitted by Charles Hugh-Smith via Peak Prosperity blog,Rather than attempt to predict the unpredictable – that is, specific events and price levels – let’s look instead for key dynamics that will...
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Guest Post: Money Velocity Free-Fall And Federal Deficit Spending
Submitted by Charles Hugh-Smith of OfTwoMinds blog,The velocity of money is in free-fall, and borrowing, squandering and printing trillions of dollars to prop up a diminishing-return Status Quo won't...
View ArticleView From The Bridge: Moral Hazard Or Paranoia?
Submitted by Clive Hale of View From The BridgeMoral Hazard Or Paranoia?The Bank of England has purchased 50% of the gilts issued since 2009 and owns 32% of the whole gilt issuance currently in...
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