Category Archive: 5.) Charles Hugh Smith

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MACRO ANALYTICS – 04 07 17 – MILLENNIALS: A Menacing Metamorphosis – w/Charles Hugh Smith

2017-11-11

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ABSTRACT:

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09 06 14 – Macro Analytics – Why Crony Capitalism is Happening w/ Charles Hugh Smith

2017-11-11

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upw4t

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MACRO ANALYTICS – 06 16 17 – Robotics & Chronic Unemployment w/ Charles Hugh Smith

2017-11-11

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ejan3

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MACRO ANALYTICS – 10 02 15 – Helicopter Money w/Charles Hugh Smith

2017-11-11

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Video Content Abstract at: LINK Analytics.htm#Smith-10-02-15.

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MACRO ANALYTICS – 07 14 17 – The Road to Financialization w/ Charles Hugh Smith

2017-11-11

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Anyone interested in how we got to where we are today will enjoy this tutorial discussion of the chronology of US & Global Monetary Events regarding the

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02 09 15 – MACRO ANALYTICS – The Next Peg To Fall – w/ Charles Hugh Smith

2017-11-11

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Go to LINK: for supporting Interview abstract and slides.

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06 20 15 – MACRO ANALYTICS – Coming Era of Pension Poverity – w/ Charles Hugh Smith

2017-11-11

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Video Content Abstract at: LINK

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01 07 15 – MACRO ANALYTICS – 2015 Global Theme – DEFLATION – w/ Charles Hugh Smith

2017-11-11

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ri8r7

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03-05-13-Macro Analytics – The Global End Game – with Charles Hugh Smith

2017-11-11

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Charles Hugh Smith’s recent article The Global End Game in Fourteen Points is the basis for this discussion on the traditional Business Cycle, the Credit Cycle

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How Will Bitcoin React in a Financial Crisis Like 2008?

2017-11-09

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2017-11-09

Bitcoin Distribution
Whenever I raise the topic of bitcoin and cryptocurrencies, I feel like an agnostic in the 30 Years War between Catholics and Protestants. There is precious little neutral ground in the crypto-is-a-bubble battle; one side is absolutely confident that bitcoin and the other cryptocurrencies are in a tulip-bulb type bubble, while the other camp is equally confident that we ain't seen nuthin' yet in terms of bitcoin's future valuation.

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Let’s Clear Up One Confusion About Bitcoin

2017-11-09

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2017-11-09

Bitcoin One-year Chart, Jan - Oct 2017
If bitcoin can be converted into fiat currencies at a lower transaction cost than the fiat-to-fiat conversions made by banks and credit card companies, it's a superior means of exchange. One of the most common comments I hear from bitcoin skeptics goes something like this: Bitcoin isn't real money until I can buy a cup of coffee with it. In other words, bitcoin fails the first of the two core tests of "money": that it is a means of exchange and a...

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The Big Reversal: Inflation and Higher Interest Rates Are Coming Our Way

2017-11-07

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2017-11-07

Bank of Japan Balance Sheet, 1998 - 2016
This interaction will spark a runaway feedback loop that will smack asset valuations back to pre-bubble, pre-pyramid scheme levels. According to the conventional economic forecast, interest rates will stay near-zero essentially forever due to slow growth. And since growth is slow, inflation will also remain neutral.

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What’s Driving Social Discord: Russian Social Media Meddling or Soaring Wealth/Power Inequality?

2017-11-05

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2017-11-05

Boris Natasha
The nation's elites are desperate to misdirect us from the financial and power dividethat has enriched and empowered them at the expense of the unprotected many. There are two competing explanatory narratives battling for mind-share in the U.S.: 1. The nation's social discord is the direct result of Russian social media meddling-- what I call the Boris and Natasha Narrative of evil Russian masterminds controlling a vast conspiracy of social media...

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What the Kennedy Assassination Records Reveal: Uncontrollable Incompetence

2017-11-04

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2017-11-04

Propaganda Ministry 2017
One way to interpret the intelligence community's reluctance to let all the Kennedy assassination archives become public is that the archives contain evidence of a "smoking gun": that is, evidence that the intelligence agencies of the United States of America were complicit in the assassination of the President.

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Observations on Wealth-Income Inequality (from Federal Reserve Reports)

2017-11-03

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2017-11-03

Percent of Families with business equity, 1989 - 2016
There's a profound difference between assets that produce no income and those that produce net income. To those of us nutty enough to pore over dozens of pages of data on wealth and income in the U.S., the Federal Reserve's quarterly Z.1 reports and annual Survey of Consumer Finances (SCF) are treasure troves, as are I.R.S. tax and income reports.

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Where To Invest When (Almost) Everything’s in a Bubble

2017-11-02

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2017-11-02

S&P 500 and US Home Price Index, 1980 - 2017
Many things that are scarce and thus valuable cannot be bought on the global marketplace. Now that almost every asset class is in a bubble, the question of where to invest one's capital has become particularly vexing. The ashes of wealth consumed by the 2008-09 Global Financial Meltdown are still warm, at least to those who never recovered, and so buying assets at nosebleed valuations in the hopes of earning another 5% aren't very compelling to...

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12 08 14 – MACRO ANALYTICS – Oil-Drenched Black Swan w/Charles Hugh Smith

2017-11-02

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seldf

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What Could Pop The Everything Bubble?

2017-11-01

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2017-11-01

Selected Consumer Goods and Services Price Changes, 1996 - 2016
As central bank policies are increasingly fingered by the mainstream as the source of soaring wealth-income inequality, policies supporting credit/asset bubbles will either be limited or cut off, and at that point all the credit/asset bubbles will pop.

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Stagnation Nation: Middle Class Wealth Is Locked Up in Housing and Retirement Funds

2017-10-30

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2017-10-30

Percent of Total Assets and Liabilities
The majority of middle class wealth is locked up in unproductive assets or assets that only become available upon retirement or death. One of my points in Why Governments Will Not Ban Bitcoin was to highlight how few families had the financial wherewithal to invest in bitcoin or an alternative hedge such as precious metals.

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CHARLES HUGH SMITH Central Banks will close and Currency will change

2017-10-28

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and

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