Recent Posts - page 2

  • TSP Funds: War On, Risk Off

    And so much for “good friend.” I’ll assume affixing the “enemy” label to Xi Jinping denotes serious trade war escalation. The “We don’t need China and, frankly, would be far better off without them” is frighteningly delusional.

  • TSP Special Report – RISK OFF

    I’ve posted a special report on today’s market events and what they mean to our investment allocations for our members (all levels).

  • Doug Noland: Comeuppance

    I understand why market professionals, pundits and journalists focus on the conventional “recession risk” explanation for sinking Treasury yields and the inverted curve. For one, there is insufficient awareness as to the deep structural impairments that today permeate global finance.

  • TSP Funds: Wake Up Time

    Don’t be fooled by short-term pops in price due to plunging interest rates. We it comes to fixed income funds, past performance can no longer be achieved again. We are simply accelerating to the point of no returns in the US bond market.

  • Wall Street decimates US National Security

    Matt Stoller is trying to wake up America to another crisis already baked into the cake. After reading his article (excerpts below) my view is simple, wall street greed is guilty of treason.

  • TSP Charts: Quicklook August 3rd 2019

    There is nothing like another “raising tariffs” tweet during a global industrial recession and busted interest rate expectations all in the same week to push the market off the top of its price channel. Let us hope speculators don’t start… Read More ›

  • Doug Noland: China Tariff Tweets

    There is ample justification for gold’s runup – experimental activist monetary policy, a world of debt, a historic global securities Bubble, and a troubling geopolitical backdrop.

  • Doug Noland: Fanning the Flames

    Playing a dangerous game, the Fed is now moving from accommodating this Bubble to actively stimulating it – from pushing back against a tightening of financial conditions to pushing forward already extraordinarily loose conditions.

  • Back to Zero

    It’s always the same: Everyone is happy to ignore bubbles when they’re inflating. Bubble analysis, by its nature, will appear foolish for a while. But bubbles inevitably burst. There is no doubt that China’s historic bubble will burst, and I expect this will prove the catalyst for faltering bubbles across the globe – including here in the U.S.

  • TSP Charts: “Unthinkable Harm” (Updated)

    Inquiring minds are asking why the Fed is considering an interest rate cut when the SP500 is sitting at an all-time high, unemployment is near an historical low, wage growth is solid and of course we keep hearing we are in “the greatest economy ever”.