Category Archive: 5.) Charles Hugh Smith

Macro Analytics 02-02-13 – RIP: Our Expansionist Central State – w/Charles Hugh Smith

Like the sun coming up in the morning, Central State planning and expansion predictably leads to state spending exceeding the rate of the real growth of the state’s economy. The US Central State has been no exception and has been relentlessly expanding faster than GDP since the 1950s with only two notable exceptions. The dot.com …

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01-05-13 Macro Analytics – 2013 THEMES – Charles Hugh Smith

THE FOLLOWING ARE EXPLORED Rising SYSTEMIC FRAGILITY is increasing the odds of an “unexpected” breakdown. it is now reaching a “Threshold of Vulnerability”. The FED LOSSES POLITICAL CAPITAL in 2013. We are witnessing a reduced impact of each QE version, Expect Hope to Turn to Fear when this occurs. ECONOMIC STAGNATION and PERMANENT ADOLESCENCE Using …

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12-22-12 Macro Analytics – RECAPPING 2012 Charles Hugh Smith

As a regular MACRO ANALYTICS Co-Host, Charles Hugh Smith has recorded over 20 session in 2012, each averaging close to 30 slides for over 600 slides and 8-10 hours of viewing. Selecting the highlights is a daunting task.Distilling it down, there are some central messages that are worth taking the time to reinforce. ALL OF …

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10-30-12 Macro Analytics – LESSONS FROM JAPAN – Charles Hugh Smith

Japan has experienced massive debt buildup, a growing interest payment burden, long term economic stagnation and now an emerging trade deficit. The question posed in this discussion between Gordon T Long and Charles High Smith is: “how has Japan avoided an economc death spiral?”. Japan has been a model and case study in stagnation and …

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10-27-12 Macro Analytics – CONSTITUTIONAL PRESSURES – Charles Hugh Smith

The importance of SOUND MONEY can not be overstated. The principle of sound money is a central pillar in the protection of the public’s constitutional rights, the control of relentless government spending and the restriction of political ‘reach’ and growth of socialist programs. This fundamental guiding tenet was well understood prior to the founding of …

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11-06-12 Macro Analytics – Triffin’s Paradox – Rule of Law – Charles Hugh Smith

The Triffin’s Paradox is a theory that when a national currency also serves as an international reserve currency, there could be conflicts of interest between short-term domestic and long-term international economic objectives. This dilemma was first identified by Belgian-American economist Robert Triffin in the 1960s, who pointed out that the country whose currency foreign nations …

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09 25 12 Macro Analytics Federal Reserve False Perceptions Part 2 Charles Hugh Smith

The Federal Reserve and its Monetary Malpractice is at the core of the American Dream becoming a myth for the vast majority of Americans. Jobs, disposable income and financial security are all under pressure, as the Federal Reserve continues its historic monetary gamble on unproven policies of Quantitative Easing and ZIRP. Charles Hugh Smith and …

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09-11-12-Macro Analytics – Marginal Return – Charles Hugh Smith

When risk factored returns are examined around the world, there is a very evident pattern. Without the application of excessive leverage, returns are consistently seen to be wanting. Unrecognized, ignored or ineffectively hedged risk is being increasingly being assumed to achieve marginal returns. Moral Hazard and Unintended Consequences due to Monetary Malpractice has left the …

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09-08-12-Macro Analytics – INEQUALITY Precedes SOCIAL UNREST – Charles Hugh Smith

Over the last decade the gap between the ‘have’s’ and ‘have nots’ has widened to levels not seen since the Gilded Age in America. History teaches us that the price of inequality is social unrest. Nobel Laureate Joseph Stiglitz in his new book “Freefall” outlines how the American Dream is now a myth. The middle …

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07-10-12 – CENTRAL PLANNING – Charles Hugh Smith – MACRO ANALYTICS

Gordon T Long and Charles Hugh Smith discuss the proven failure of Centralized Planning and why this lesson must be revisited today to avoid the authoritarian roadmap we appear to be presently on.

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07-03-12 – STATISM – Part I I – Charles Hugh Smith- MACRO ANALYTICS.wmv

In Part II of this 2 part series, Gordon T Long and Charles Hugh Smith discuss Statism and how the US has placed itself on a self reinforcing roadmap towards this increasingly likely destination point.

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07-03-12 – STATISM – Part I – Charles Hugh Smith – MACRO ANALYTICS

In Part I of this 2 part series, Gordon T Long and Charles Hugh Smith discuss Statism and how the US has placed itself on a self reinforcing roadmap towards this potential destructive destination.

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05-29-12 – PEAK EVERYTHING – Charles Hugh Smith – MACRO ANALYTICS.wmv

Charles Hugh Smith and Gordon T Long discuss how the financial markets are showing a mulitude of signs of clear peaks. Peaks across the board that are linked by cause and effect. Altogether, they can best be described as “PEAK EVERYTHING”.

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05-26-12 – CRONY CAPITALISM – Charles Hugh Smith – MACRO ANALYTICS.wmv

Charles Hugh Smith and Gordon T Long discuss Crony Capitalism. What is it, the central issues it is presently causing and what can and must be done to stop its insidious and relentless expansion in America.

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Charles Hugh Smith discusses the Global Neo-Liberal Capitalistic System

REFERENCE: http://vimeo.com/7743478 BROADCAST YEAR: 2011 ABOUT Charles Hugh Smith: http://www.financialsense.com/contributors/charles-hugh-smith Charles Hugh Smith Official Website: www.oftwominds.com Amazon.com Charles Hugh Smith: http://www.amazon.com/Charles-Hugh-Smith/e/B001K8B05U Charles Hugh Smith (related links): http://vimeo.com/28345594 (2011) http://youtu.be/G1zKe8UWlHo (2011) http://youtu.be/VTVIVfyNV4A (2012) http://youtu.be/81hcIhuBss8...

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05-05-12 DOOMED AMERICAN MIDDLE CLASS – Charles Hugh Smith – Macro Analytics – .wmv

Gordon T Long and Charles Hugh Smith debate the future of the American Middle Class.

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05-03-12 – US HOUSING: Shifting Perceptions and Demographics – Charles Hugh Smith.wmv

Gordon T Long and Charles Hugh Smith follow up on their “Generational Cycles” presentation and continue with a discussion on the shifitng perceptions and demographics which are now impacting the US Housing industry.

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05-01-12 – “GENERATIONAL CYCLES” – Charles Hugh Smith on MACRO ANALYTICS.wmv

Gordon T Long and Charles Hugh Smith discuss GENERATIONAL CYCLES in Economics and Financial Markets.

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Round Table with Charles Hugh Smith & Rick Ackerman–23.Apr.2012

http://www.FinancialSurvivalNetwork.com presents Charles Hugh Smith and Rick Ackerman joined us today for another investment roundtable, and what to do with your retirement investments was a big topic. Each day, the government gets more desperate in their frantic search for new revenues to keep the bankrupt system afloat. Therefore, the multi-trillion dollar pool of private retirement …

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Charles Hugh Smith on the Death of the Middle Class–17.Apr.2012

www.FinancialSurvivalNetwork.com presents Charles Hugh Smith is a published author who also has the blog OfTwoMindz. He has studied economic cycles and his prognosis for the country is not positive. But, he has developed a number of steps that you can take to avoid much of the brunt of the coming economic calamity. HisUnconventional Guide to …

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