Category Archive: 5.) Charles Hugh Smith

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Could the Coronavirus Epidemic Be the Tipping Point in the Supply Chain Leaving China?

2020-01-30

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2020-01-30

China Share of World Exports, 2000-2018
Everyone expecting a quick resolution to the epidemic and a rapid return to pre-epidemic conditions would be well-served by looking beyond first-order effects. While the media naturally focuses on the immediate effects of the coronavirus epidemic, the possible second-order effects receive little attention: first order, every action has a consequence. Second order, every consequence has its own consequence.

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Charles Hugh Smith on the Emerging Repo Crisis

2020-01-28

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Charles Hugh Smith on the Emerging Repo Crisis http://financialrepressionauthority.com/2020/01/27/the-roundtable-insight-charles-hugh-smith-on-the-emerging-repo-crisis/

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The Future of What’s Called “Capitalism”

2020-01-25

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2020-01-25

The psychotic instability will resolve itself when the illusory officially sanctioned "capitalism" implodes. Whatever definition of capitalism you use, the current system isn't it so let's call it "capitalism" in quotes to indicate it's called "capitalism" but isn't actually classical capitalism.

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Calling Things by Their Real Names

2020-01-22

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2020-01-22

One does not need money to convey one's thoughts, but what money does allow is the drowning out of speech of those without money by those with a lot of money. In last week's explanation of why the Federal Reserve is evil, I invoked the principle of calling things by their real names, a concept that drew an insightful commentary from longtime correspondent Chad D.:

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WTF: What The Fed?! Mike Maloney, Chris Martenson, Grant Williams & Charles Hugh Smith

2020-01-17

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Get the bonus video here: https://www.peakprosperity.com/wtf-what-the-fed-insights-from-advisers-sign-up “The plain truth is… we are in the middle of QE4 right now” – Grant Williams during WTF: What the Fed. The Federal Reserve looks to be pumping a healthy patient of full of drugs… Something is not adding up. And Mike Maloney agrees… He recently recorded a free …

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Instability Rising: Why 2020 Will Be Different

2020-01-16

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2020-01-16

Shares of Gross Domestic Income, 1960-2019
In 2020, increasing monetary and fiscal stimulus will be the equivalent of spraying gasoline on a fire to extinguish it. Economically, the 11 years since the Global Financial Crisis of 2008-09 have been one relatively coherent era of modest growth, rising wealth/income inequality and coordinated central bank stimulus every time a crisis threatened to disrupt the domestic or global economy.

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Just a Friendly Heads-Up, Bulls: The Fed Just Slashed its Balance Sheet

2020-01-14

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2020-01-14

Assets: Total Assets, 2019-2020
Perhaps even PhD economists notice that manic-mania bubbles always burst--always. Just a friendly heads-up to all the Bulls bowing and murmuring prayers to the Golden Idol of the Federal Reserve: the Fed just slashed its balance sheet--yes, reduced its assets. After panic-printing $410 billion in a few months, a $24 billion decline isn't much, but it does suggest the Fed might finally be worrying about the reckless, insane bubble it inflated:

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The Fed Can’t Reverse the Decline of Financialization and Globalization

2020-01-10

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2020-01-10

Student Loans Owned and Securitized, 2008-2018
The global economy and financial system are both running on the last toxic fumes of financialization and globalization. For two generations, globalization and financialization have been the two engines of global growth and soaring assets. Globalization can mean many things, but its beating heart is the arbitraging of the labor of the powerless, and commodity, environmental and tax costs by the powerful to increase their profits and wealth.

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WTF: What The Fed?! – Mike Maloney, Chris Martenson, Grant Williams, Charles Hugh Smith, A. Taggart

2020-01-06

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Watch the full event free at https://www.peakprosperity.com/wtf-what-the-fed/ “The plain truth is… we are in the middle of QE4 right now” – Grant Williams during WTF: What the Fed. The Federal Reserve looks to be pumping a healthy patient of full of drugs… Something is not adding up. And Mike Maloney agrees… He recently recorded a …

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Is This “The Top”?

2020-01-06

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2020-01-06

Apple, Operating income, 2006-2019
Parabolic moves end when the confidence that the parabolic move can't end becomes the consensus. The consensus seems to be that the stock market is on its way to much higher levels, and soon. The near-term targets for the S&P 500 (SPX, currently around 3,235) range from 3,500 to 4,000, with longer-term targets reaching "the sky's the limit."

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The Two Charts You Need to Ignore or Rationalize Away in 2020 (Unless You’re a Bear)

2020-01-03

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2020-01-03

Fed monthly vs US Stock Market
If you believe you've front-run the herd, you're now in mid-air along with the rest of the herd that has thundered off the cliff. We're awash in financial charts, but only a few crystallize an entire year. Here are the two charts that sum up everything you need to know about the stock market in 2020.

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CHARLES HUGH SMITH – Huge Globalization Cycle Is Ending

2020-01-02

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SUBSCRIBE For The Latest Issues About ; #FINANCIAL CRISIS #OIL PRICE #PETROL #GLOBAL ECONOMIC COLLAPSE #DOLLAR COLLAPSE #GOLD #SILVER #BITCOIN #ETHERIUM #CRYPTOCURRENCY #LITECOIN #FINANCIAL CRASH #GLOBAL RESET #FINANCIAL CRISIS #ECONOMIC COLLAPSE #NYSE #NASDAQ

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The Fed’s “Not-QE” and the $33 Trillion Stock Market in Three Charts

2020-01-02

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2020-01-02

U.S. Stock Market
One day the stock market 'falcon' will no longer hear the Fed 'falconer', and the Pavlovian magical thinking will break down as the market goes bidless. The past decade has shown that when the Federal Reserve creates trillions of dollars out of thin air (QE), U.S. stocks rise accordingly. The correlation is very nearly perfect.

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X22Report: The People Are Waking Up, The Elite Are No Longer In Control:Charles Hugh Smith 12-31-19

2020-01-01

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https://www.youtube.com/watch?v=czEeVi1Laec

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The People Are Waking Up, The Elite Are No Longer In Control:Charles Hugh Smith

2020-01-01

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Prepare Today And Save $70 On A 2-Week Emergency Food Kit My Patriot Supply http://preparewithx22.com Today’s Guest: Charles Hugh Smith Website: Of Two Minds http://oftwominds.com Most of artwork that are included with these videos have been created by X22 Report and they are used as a representation of the subject matter. The representative artwork included …

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The Hour Is Getting Late

2019-12-31

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2019-12-31

Total Assets, 2015-2019
After 11 years of "the Fed is the market" expansion, the Fed has now reduced its bloated balance sheet by 6.7%. This is normal, right? So here we are in Year 11 of the longest economic expansion/ stock market bubble in recent history, and by any measure, the hour is getting late, to quote Mr. Dylan: So let us not talk falsely nowthe hour is getting lateBob Dylan, "All Along the Watchtower"

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Is Social Media the New Tobacco?

2019-12-28

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2019-12-28

Smartphone Addiction Tightens Its Global Grip
If we set out to design a highly addictive platform that optimized the most toxic, destructive aspects of human nature, we'd eventually come up with social media.

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Welcome to the Era of Intensifying Chaos and New Weapons of Conflict

2019-12-25

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2019-12-25

Geopolitics has moved from a slow-moving, relatively predictable chess match to rapidly evolving 3-D chess in which the rules keep changing in unpredictable ways. A declining standard of living in the developed world, declining growth for the developed world and geopolitical jockeying for control of resources make for a highly combustible mix awaiting a spark: welcome to the era of intensifying chaos and the rapid advance of new weapons of conflict...

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Our Fragmentation Accelerates

2019-12-22

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2019-12-22

As our fragmentation accelerates, shared economic interests are ignored in favor of divisive warring camps that share no common interests. That our society and economy are fragmenting is self-evident. This fragmentation is accelerating rapidly, as middle ground vanishes and competing camps harden their positions to solidify the loyalty of the "tribe." 

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MACRO ANALYTICS – 12 19 19 – The New Weapons of Conflict w/ Charles Hugh Smith

2019-12-20

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NOTE: THIS IS NOT AN INTERVIEW BUT RATHER AN ONGOING MONTHLY EXCHANGE BETWEEN CHARLES AND GORDON WHICH IS MADE AVAILABLE TO THE PUBLIC AS A PUBLIC SERVICE. VIDEO NOTIFICATION SIGN-UP: http://bit.ly/2y63PvX-Sign-Up VIDEO ABSTRACT: http://charleshughsmith.blogspot.com/2019/12/welcome-to-era-of-intensifying-chaos.html NEWSLETTER: 04-01-20 https://conta.cc/2X0WFWx Thank you to all Macro Analytics/Gordon T Long YouTube followers. I will continue to add...

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