Author Archives
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Doug Noland: Day Nine [since WWIII went hot]
In simple terms, it doesn’t work in reverse. The current financial structure is viable only so long as the Bubble is inflating – only while credit, leverage and speculative flows are expanding. In the event of serious de-risking and deleveraging, markets are prone to illiquidity, dislocation and panic.
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Doug Noland: Honor
And if I were selling subscriptions or using an email list, this is where the cancellations come. Here it goes: I guess I’m a traditionalist. As Americans, during a crisis we would rally around the President. This is not the time – the era – to crave – to strive – for his failure. There’s no Honor in that. Most regrettably, we today have our own domestic “iron curtain” and “cold war” mentality. It will not serve us well.
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TSP Smart: Principles of Financial Bubbles & Today
I’m deeply concerned, and part of my anxiety comes from knowing people haven’t been paying attention. A Russian invasion of Ukraine has potential to be a highly destabilizing catalyst, slamming fragile global markets, exacerbating inflationary pressures, accelerating financial asset Bubble deflation…
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Doug Noland: Lost Control
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Doug Noland: A Changing World
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Doug Noland: The High-Wire Act Has Commenced
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Doug Noland: Market Structure in the Crosshairs
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Doug Noland: “You have to shock the markets”
Henry Kaufman was interviewed this week for an article by Bloomberg’s Erik Schatzker: “I don’t think this Federal Reserve and this leadership has the stamina to act decisively. They’ll act incrementally. In order to turn the market around to a more non-inflationary attitude, you have to shock the market. You can’t raise interest rates bit-by-bit.”
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TSP Smart: Truth Speaks
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Doug Noland: 2021 Ran Wild