Category Archive: 5) Global Macro

As dollar woes get worse, why don’t the Fed’s swap lines work? Let’s answer that question.

China, India, emerging markets. Suddenly the UK, but everyone incorrectly presumes the pound's problems start in London. Well, they do, all of it does.

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Everything’s Fixed–Except What’s Broken

Everything's fixed except what's no longer profitable to plunder. Underfunded, ignored, mismanaged by incompetents, it breaks. Everything's fixed--except what's broken. Hmm. Maybe we need to read that again.

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It’s Time to Tackle the Year-End Financial Checklist

Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh, that’s not on your list? Well, let’s put it there because financial issues cannot be on automatic pilot. Things change and you need to keep current. Here are 16 items you need to review before the end of the year.

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Weekly Market Pulse: The Real Reason The Fed Should Pause

The Federal Reserve has been on a mission lately to make sure everyone knows they are serious about killing the inflation they created. Over the last two weeks, Federal Reserve officials delivered 37 speeches, all of the speakers competing to see who could be the most hawkish.

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‘Quiet Quitting’ Isn’t Just About Jobs; It’s About a Crumbling Economy

The unraveling of hyper-Globalization and hyper-Financialization will generate consequences few conventional analysts and pundits anticipate.

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Market Currents: Don’t Listen to Buy and Hold Investing Advice

For decades a Buy and Hold strategy was a staple of financial advice. But should it be? Alhambra CEO separates myth and reality.

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How the Mexican cartels are making profits now

Mexican cartels and criminals are the leading producers of illegal synthetic drugs. This shift is fuelling the latest phase in America’s opioid crisis. 00:00 - The growing market of illicit synthetic drugs 01:05 - Mexico’s booming production of illegal fentanyl 02:22 - The third wave of America's opioid crisis 03:56 - What are the costs of illicit fentanyl production? 04:53 - How is illegal fentanyl manufactured? 05:33 - What is China’s role?...

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Banks had warned, SOFR doesn’t work and that’s a huge problem (in case you hadn’t noticed).

LIBOR was called a crime of the century when its real crime was exposing the truth. Money is eurodollars, not dollars. But in the guilty bureaucrats' push to cover all this up by replacing LIBOR with SOFR, they refused to understand how SOFR is not a suitable alternative. Now it's breaking down just the way authorities had been warned; at the worst possible time, too.

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Zelensky decree rules out Ukraine talks with Putin as ‘impossible’ | Latest World News | WION

Ukrainian President Volodymyr Zelensky has signed a decree which formerly declares the prospect of any talks with Vladimir Putin impossible. Zelensky stated that he would be ready for dialogue with Russia but with another Russian President.

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Why did the chicken…get so big? #facts #food #shorts

Full video: People eat 65 billion chickens every year. It is the fastest-growing meat product. Yet pound for pound the price of chicken has fallen sharply. How has this happened? #facts #food #shorts

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Devil’s Advocates are Investors’ Best Friends

If those on the opposite side of the trade are viewed as threats rather than friends, it's time to revise the analysis. Of the many self-generated dangers investors face, few are more dangerous than confirmation bias, the comfort we experience seeking out views that confirm our own positions and our resistance to studying opposing views.

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Weekly Market Pulse (VIDEO)

Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.

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Weekly Market Pulse: Peak Pessimism?

Goodbye and good riddance to the third quarter of 2022. That was one of the wildest 3 months I’ve experienced in my 40 years of trading and investing. The quarter started off great with the S&P 500 rising 14% from July 1 to August 16 but ended with a 17% swan dive into the end of the quarter. And we closed on the low of the year.

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Brazil’s elections: The Economist interviews Lula

Luiz Inácio Lula da Silva, commonly known as Lula, is the former leftist president of Brazil and the man taking on Jair Bolsonaro, the right-wing incumbent, in the country’s upcoming presidential election. In an exclusive interview with The Economist, Lula discusses his campaign and his plans for Brazil. 00:00 - The man taking on Bolsonaro 00:55 - Violence during the election 02:50 - Lula’s plans to pacify Bolsonaristas 03:46 - Lula on corruption...

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Charles Hugh Smith on Self Reliance in the 21st Century

Support us on Patreon - https://www.patreon.com/roundtableinsight http://financialrepressionauthority.com/2022/09/30/the-roundtable-insight-charles-hugh-smith-on-self-reliance-in-the-21st-century/

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Medicare Part B Premiums Will Go Down in 2023

In a world where the price of everything is going up, Medicare recipients get a price cut beginning January 1, 2023. The Centers for Medicare and Medicaid Services (CMS) just announced that the monthly premium for Medicare Part B, which covers doctor visits, diagnostic tests, and other outpatient services, is decreasing $5.20 per month to $164.90.

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UK economy: is there worse to come?

The British pound has tanked, markets are in crisis and economists worldwide are panicking. What’s happening to the British economy? 00:00 - Britain’s economy is in crisis 00:58 - What happened? 01:31 - What does this mean? 01:51 - How do they fix it? To read more about Britain's economic crisis: https://econ.st/3Rh3o7m For our most recent coverage on Britain’s economy: https://econ.st/3UMZCFG Sign up to The Economist’s daily newsletter:...

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Breaking Britain. I Am The One Who Knocks. Say My Name (it isn’t Jay).

Sure, the pound is down but what's going on with gilts? Like Walter White, the eurodollar isn't some mild-mannered, middle-aged nothing wasting away with terminal cancer counting down the days, it is Heisenberg creating mayhem, causing destruction, and leaving behind heartache.

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Market Currents: Impact of Fed Tightening on Home Prices

What impact does Fed tightening really have on home prices? Doug Terry, Alhambra’s Head of Investment Research, explains.

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Who Is Xi Jinping?

This year Xi Jinping is expected to begin a historic third term as president, cementing his status as China’s strongest leader since Mao. The future of China's 1.4 billion people—and perhaps world peace—now depend to a large extent on the mind of one man. So who is President Xi, and what is his vision for China and its place in the world? 00:00 - Who is Xi Jinping? 01:56 - The “princelings” 03:08 - Purge of the CCP 05:33 - Life in Liangjiahe 09:06...

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