Category Archive: 5) Global Macro

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Devil’s Advocates are Investors’ Best Friends

2022-10-04

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2022-10-04

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)

2022-10-04

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2022-10-04

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?

2022-10-03

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2022-10-03

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

2022-09-30

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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

2022-09-30

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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

2022-09-30

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2022-09-30

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?

2022-09-29

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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).

2022-09-29

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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

2022-09-29

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2022-09-29

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?

2022-09-28

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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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The pound went down on “rapid external tightening” which had accelerated dramatically last week.

2022-09-28

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Several crucial thresholds were crossed in the week before the flash crash in Britain's pound. China's yuan and India's rupee, two countries with vastly different situations yet both sinking in the same ($) boat along with New Zealanders and also the Brits.

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Market Currents: Banks are Keeping Oil Prices High

2022-09-28

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2022-09-28

Who is really keeping oil prices high? Alhambra CEO Joe Calhoun says it’s the banks.

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Loonshots and Collapse

2022-09-28

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2022-09-28

The momentum of franchise success and centralization of power are fatal. Loonshots are like moonshots, only crazier and trickier to commercialize. Author Safi Bahcall titled his book on how to nurture change-the-world innovations Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries.

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World at War | Episode 21: Russia mobilises 300,000 reservists to fight the Ukraine war

2022-09-24

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Vladimir Putin threatens to unleash nuclear armageddon Iran rocked by protests against compulsory Hijab after the death of Mahsa Amini Over a 100 killed in border clashes between Kyrgyzstan & Tajikistan

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War in Ukraine: Putin’s speech analysed

2022-09-23

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On September 21st Vladimir Putin announced the partial mobilisation of 300,000 Russian reservists to strengthen his forces in Ukraine and warned he would use all weapons at his disposal—chillingly warning, "this is not a bluff". Our experts discuss how far he’s willing to go.

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Why hate is fuelling politics

2022-09-22

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Hate is fuelling politics in America and Britain, as arguments over racial justice, transgender rights and other issues become more polarised. These tribal "culture wars” spell bad news for democracy. Film supported by @Mishcon de Reya LLP 00:00 - Are we becoming more divided? 01:16 - Critical race theory 06:48 - What are culture wars? 11:32 - Transgender rights 17:14 - The effects of social media 19:42 - Policing vs democracy 23:46 - The...

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Market Currents – Is The Economy Contracting?

2022-09-21

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2022-09-21

Is the economy contracting? Alhambra’s Steve Brennan poses that question to CEO Joe Calhoun.

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22nd SCO Summit: Xi, Putin, Modi to meet under one roof | Trade, security and energy on agenda

2022-09-18

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It is day 2 of the SCO Summit and the world leaders have arrived at Samarkand, Uzbekistan for the meet. The leaders of the organisation are all set to discuss regional security challenges and energy supplies.

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The End of Cheap Food

2022-09-18

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2022-09-18

Global food production rests on soil and rain. Robots don't change that. Of all the modern-day miracles, the least appreciated is the incredible abundance of low cost food in the U.S. and other developed countries.The era of cheap food is ending, for a variety of mutually reinforcing reasons.

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SCO Summit 2022: First in-person meeting since the Ukraine invasion | Latest World News | WION

2022-09-17

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Russian President Vladimir Putin and Chinese President Xi Jinping met on the sidelines of the SCO summit. This is the first time the two leaders are holding in pass on talks since the war in Ukraine began. WION correspondents Susan Tehrani and Siddhant Sibbal bring details.

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