Recent Posts - page 3
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TSPsmart: SP500 Quicklook 17 March
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TSP Smart: The US UnBalanced Sheet
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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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TSP Smart: Wars and Markets
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TSP Smart: I don’t think WWIII will be good for the Markets
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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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TSP Quicklook: 18 February 2022
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Doug Noland: Lost Control
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Doug Noland: A Changing World