Category Archive: 5) Global Macro

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Charles Hugh Smith–The Emperor Of Lies Has No Clothes #2525

2015-03-03

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Charles Hugh Smith has written about the we are living in An Empire of Lies. We discuss what that means and why it must eventually end. The surprising thing is how long it has lasted. This is why it’s so important to go back to the local investing and keep the money in your community … Continue reading...

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2014 Posts on Global Macro

11 10 14 – MACRO ANALYTICS – Following Japan’s Failed Economic Model w/Charles Hugh Smith

2014-11-10

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Charles Hugh Smith: Wealth Inequality by the Fed Now Mainstream Issue

2014-11-04

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Nov 4 – Cris Sheridan welcomes Charles Hugh Smith, author of the Of Two Minds blog. Charles notes that the Federal Reserve has been seen as all-powerful, but believes that perception is now waning. http://www.financialsense.com/subscribe

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Place of Birth of New Ukrainian Leaders Cement the Country’s Move to the West and the EU

2014-10-27

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2014-10-27

ukraine languages candidates
The place of birth of the Ukrainian leaders give us hints where the country is headed. Most of them come from the very West of Ukraine, from places that formerly were part of the Austrian-Hungarian empire, of Poland or Romania.

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Charles Hugh Smith–Central Bankers Have Reached A Fork In The Road-They Should Take It #2313

2014-10-24

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Never before have quasi-omnipotent financial gods had so few powers. A lot is being written about central bank policies now as the Federal Reserve ends its primary quantitative easing (QE) program and the limitations of central bank easing become increasingly apparent in Europe and Japan. Markets across the globe are in utter turmoil. Oil is …

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10 03 14 – Macro Analytics – America’s Terminal Political Dysfunction – w/ Charles Hugh Smith

2014-10-03

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The Dollar, the ISM, Buy American and Irrational Exuberance

2014-09-09

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2014-09-09

retail sales emerging
In this Cross Asset Global Macro Analysis we name our reasons for the current dollar strength. The main causes are ECB’s euro “downtalk”, tight monetary policy in Emerging Markets, rising savings of the aging populations. This leads to weak global spending and growth. With the help of Fed-financed higher asset prices and falling gasoline prices, …

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Stock Indices and Exposure to Emerging Markets

ftse evenues em
Monetary policy is and remains tight in Emerging Markets, in particular since many of their currencies collapsed in summer 2013. This created inflation and led to lower spending. We want to find out which stock indices in the developed world have which exposure to Emerging Markets.

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The Best Contrarian Macro Investment: Russia?

2014-08-09

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2014-08-09

russian bonds
We name thirteen macro-economic reasons why Russia is currently the best place for contrarian investments.

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Can Sanctions Stop Putin? Russian Resource Rent versus Declining Oil Price



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Malaysian MH17: Ukrainian&Western Propaganda against Russian Propaganda. Who is Best?

2014-07-19

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2014-07-19

MH 17 flight
strong suspicion that Ukrainian air control deliberately facilitated and enabled the shot-down. Combining Western and Ukrainian propaganda with pro-Russian propaganda helps. In each piece of "manufactured or exaggerated news" there might be a bit of truth. Still there is only one party to this conflict that has to gain from a deliberate blowing up of MH17, this is not Russia or the so-called "Donezk People's Republic".

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Charles-Hugh-Smith-Getting-Career-Job-Today’s-Economy

2014-07-18

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Of Two Minds blogger, prolific author, and pundit Charles Hugh Smith in an impromptu coffeehouse promo for his latest book Get a Job, Build a Real Career and Defy a Bewildering Economy. http://www.amazon.com/gp/product/B00JJX2KZM/ref=as_li_qf_sp_asin_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=B00JJX2KZM&linkCode=as2&tag=charleshughsm-20

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Charles-Hugh-Smith-Get- Job, Build- Real Career-Defy-Bewildering -Economy

2014-07-18

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Economist, author, and pundit #CharlesHughSmith talks about his latest book: Get a Job, Build a Real Career and Defy a Bewildering Economy Get Charles book here: http://www.amazon.com/gp/product/B00JJX2KZM/ref=as_li_qf_sp_asin_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=B00JJX2KZM&linkCode=as2&tag=charleshughsm-20 I asked Charles Hugh Smith what he would do with $10,000 cash. He explains what he personally would do with...

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Charles Hugh Smith–Era Of The Lawless Presidency 20.Jun.14

2014-06-22

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Charles Hugh Smith has written recently about the two Most Destructive Presidencies in U.S. History: George W. Bush and Barack H. Obama. Powers once granted are almost impossible to take back. After 13.5 years, there is more than enough evidence for reasonable people to conclude that the presidencies of George W. Bush and Barack H. …

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Global Inflation Spikes Up, Are You Sure About What You Are Doing Mr Draghi?

2014-06-04

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2014-06-04

global inflation
  The European Central Bank (ECB) has the habit of reacting late. As seen in July 2008 and July 2011, the ECB is often the last major central bank to hike rates. They hike rates at the moment when others prepare for a recession or a significant slowing. Currently we are witnessing the opposite movement: The world is getting … Continue...

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Labor Participation Rates: Falling in the Ageing U.S., Rising in Ageing Germany and Crisis-Hit Italy

The most effective ways of measuring employment is by looking at the Labor Participation Rate. We compare the participation rates of the United States, Canada, the U.K., Germany and Italy.

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Charles Hugh Smith: Entrepreneur Skills A Must for Any Job

2014-05-25

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Jason Burack of Wall St for Main St interviewed economic blogger and author Charles Hugh Smith from the popular blog Of Two Minds http://www.oftwominds.com/blog.html . Charles’ blog was voted as the #7 best alternative financial blog websites by CNBC. Charles also has a new book out about entrepreneurship, jobs and careers called, Get a Job, …

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Stagnating Salaries as Main Reason for the British Home Price Boom

2014-05-21

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2014-05-21

earnings uk
The major reason for rising British and American home prices is for us the relatively new phenomenon that they are to able to finance at cheap rates. Swiss or Germans have seen relatively low mortgage rates for more than three decades (with a short exception in the mid 1990s after the German reunification). The main driver of low rates …

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