Jeffrey P. Snider

Jeffrey Snider

Jeffrey P. Snider is the head of Global Investment Research of Alhambra Investment Partners (AIP). Jeffrey was 12 years at Atlantic Capital Management where he anticipated the financial crisis with critical research. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP

Videos by Jeffrey Snider

We really can’t afford for this to fail.

China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story – the important parts – get left out for the narrative. The reopening impulse just isn’t there, and we can verify that it isn’t just by doing the full money math.

View more

This is what always happens before falling through the floor.

US GDP data was solidly – recessionary. There’s no soft landing here; on the contrary it is following the established pattern. The economy isn’t rebounding, it is highly unstable in the same way as what happened just prior to previous recessions. Looking into the report’s details confirms the interpretation.

View more

There is no mistaking these signals; that’s the bad news.

You really, *really* need to understand what market curves are telling you – and why. To get the best sense, let’s go through the fundamentals, make what might seem a startling comparison, and then see if all that matches what we’re just now seeing come up in the data.

View more

Info not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive.

A negative swap spread sounds like total nonsense – at first. But in a ledger money, fictive currency system what matters is the capacities of those who collectively keep track of the distributed ledger. This is where that nonsense isn’t just useful, it is extremely valuable. Swaps are the ledger and they are saying there is a very real and worsening problem on it. Global (euro)Dollar Shortage.

View more