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Category Archive: 5) Global Macro

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The New Normal: Death Spirals and Speculative Frenzies

2023-02-13

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2023-02-13

There is an element of inevitability in play, but it isn't about central bank bailouts, it's about Death Spirals and the collapse of unsustainable systems. The vapid discussions about "soft" or "hard" landings for the economy are akin to asking if the Titanic'sencounter with the iceberg was "soft" or "hard:" either way, the ship was doomed, just as the global economy is doomed by The New Normal of Death Spirals and Speculative Frenzies.

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Weekly Market Pulse: Look Up In The Sky! It’s A UFO! Or Not!

2023-02-13

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2023-02-13

As I sit here writing this Sunday afternoon, the US has just shot down a third UFO in the last 3 days in addition to the Chinese “weather” balloon last week. I have no insight into what these things might be but I do wonder if we haven’t declared war on the National Weather Service. The federal government has become so sprawling that it could easily be the case that NORAD has no idea what the NWS has up in the air.

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Climate-change migrants: what can be done?

2023-02-09

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Climate change could force hundreds of millions to flee their homes in the coming years. What can countries do to prepare for this mass migration? Film supported by @mishcondereya 00:00 - Climate migration is on the rise 01:06 - How Louisiana is relocating its flood-victims 03:55 - How ‘managed retreat’ can resolve climate impacts 05:15 - Global warming spells trouble for the developing world 06:30 - How should governments handle mass climate...

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Prepare to Be Bled Dry by a Decade of Stagflation

2023-02-08

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2023-02-08

Our reliance on the endless expansion of credit, leverage and credit-asset bubbles will have its own high cost. The Great Moderation of low inflation and soaring assets has ended. Welcome to the death by a thousand cuts of stagflation.

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Weekly Market Pulse: Happy Days Are Here Again!

2023-02-07

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2023-02-07

Your cares and troubles are gone There’ll be no more from now on! Happy days are here again! The skies above are clear again Let us sing a song of cheer again Happy days are here again! Lyrics: Jack Yellen, Music: Milton Ager That’s certainly how it’s felt since the turn of the new year with the NASDAQ up nearly 15%, European stocks continuing to recover, emerging markets anticipating a Chinese recovery and a solid January for the S&P...

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Seven Points on Investing in Treacherous Waters

2023-02-03

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2023-02-03

What's truly valuable has no price and cannot be bought. If all investments are being cast into Treacherous Waters, our investment strategy must adapt accordingly. Once we set aside denial and magical thinking as strategies and accept that we're in treacherous waters, a prudent starting point is to discern the most consequential contexts of all decisions about where and how we invest our time, energy and capital.

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Russian President vows victory in Ukraine | World News | English News | Latest News | WON

2023-02-03

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Russian president drew parallels between the Soviet Union's fight in World War II and the ongoing Russia-Ukraine conflict. He compared the fighting to Nazi Germany's invasion and hinted that Moscow could use nuclear weapons.

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Russian President draws parallel between WWII, Ukraine War | World News | English News | WION

2023-02-03

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Russian president drew parallels between the Soviet Union's fight in World War II and the ongoing Russia-Ukraine conflict. He compared the fighting to Nazi Germany's invasion and hinted that Moscow could use nuclear weapons.

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Gravitas: Is Russia planning a new offensive?

2023-02-02

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Is Russia planning a new offensive? Ukraine's Defence Minister says Putin could launch a new offensive on February 24. Is there any credit to his claims? Molly Gambhir reports.

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Climate change: what is ocean acidification?

2023-02-02

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As carbon emissions change the chemistry of the seas, ocean acidification threatens marine life and human livelihoods. How worried should you be about climate change’s so-called “evil twin”? Film supported by @NipponFoundationPR 00:00 The other carbon problem 00:50 How does the ocean’s deepest point reveal its past? 02:55 Why are baby oysters dying? 04:08 Is the ocean acidic? 05:21 What is causing ocean acidification? 06:01 Why are corals...

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This wasn’t just expected, it has been practically inevitable.

2023-02-02

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What *was* behind the Fed's aggressive hawkishness from just a couple weeks ago? A whole lot of bad assumptions. What *is* behind the Fed's sudden conversion?

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What Goes Up Also Comes Down: The Heavy Hand of Bubble Symmetry

2023-02-01

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2023-02-01

Should bubble symmetry play out in the S&P 500, we can anticipate a steep 45% drop to pre-bubble levels, followed by another leg down as the speculative frenzy is slowly extinguished. Bubble symmetry is, well, interesting. The dot-com stock market bubble circa 1995-2003 offers a classic example of bubble symmetry, though there are many others as well.

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They jumped the gun on the soft landing, just as markets predicted.

2023-02-01

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Soft landing fever has spread around the world. There are three major reasons why, from US labor stats to China reopening then the idea Europe survived a major scare. On that last one, did it? Latest data from there has gotten as ugly as market curves when predicting that very ugliness.

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Weekly Market Pulse: First, Kill All The Speculators

2023-01-31

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2023-01-31

The Fed meets this week and is widely expected to raise the Fed Funds rate by 0.25% to a range of 4.5% – 4.75%. The market has factored in a small probability that they do nothing and leave rates alone, but they’ll probably do what’s expected because they’ve spent the last couple of months preparing the markets for exactly this outcome.

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You won’t believe what is really behind the Fed’s rate hikes & inflation rhetoric.

2023-01-31

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The FOMC meets again tomorrow and Wednesday to discuss policymakers' views of economic conditions and risks. And they are all based on garbage. This garbage.

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“The Fed lied. Now they’re doing it again,” Jeff Snider

2023-01-30

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Jeff Snider is Chief Strategist for Atlas Financial and co-host of the popular Eurodollar University podcast.

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Proofs Of Recession Are Already Here! – JEFFREY SNIDER

2023-01-30

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Educate my audience about free market economics and the principles and benefits of individual liberty, limited government and sound money. These are America's founding principles, guaranteed by the U.S.

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WION Fineprint: Germany rules out fighter jets demand of Ukraine | World News | English News | WION

2023-01-29

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Germany has announced it is ready to send 14 of its own tanks and to allow others to do so, in an U-turn from its previous position. The decision comes after weeks of pressure on Berlin from Western allies. #Germany #Ukraine #LeopardTanks

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Russia-Ukraine war: 3 killed, 14 injured in Russian strike on residential complex in East Ukraine

2023-01-29

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Three people have been killed and 14 others have been injured in a Russian strike in Eastern Ukraine city. Kiev said that Moscow targeted residential buildings as garages and civilian cars were damaged earlier in an alleged strike in a Ukrainian hospital.

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Self-Reliance in the 21st Century By Charles Hugh Smith, Chapter by Chapter Preview

2023-01-29

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Hear it Here - https://adbl.co/3iJOonl Just as no one was left unaffected by the rise of globalization, no one will be unaffected by its demise. The only response that reduces our vulnerability is self-reliance. When Ralph Waldo Emerson wrote his famous essay Self-Reliance in 1841, the economy was localized and households supplied many of their own essentials. In our hyper-globalized economy, we’re dependent on distant sources for our...

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