Category Archive: 5) Global Macro

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Weekly Market Pulse (VIDEO)

2021-06-15

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2021-06-15

Weekly Market Pulse with Alhambra Investments, interview with Joe Calhoun.

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Seven Things Nobody Talks About that Will Eventually Matter–A Lot

2021-06-14

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2021-06-14

Diminishing Returns
Perhaps it shouldn't surprise us that everything that will eventually matter is ignored until it does matter--but by then it's too late. Here's a short list to start the discussion: 1. The Federal Reserve has transformed the American populace into a nation of dismayingly over-confident gamblers.

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Crypto: will the bitcoin dream succeed? | The Economist

2021-06-12

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Bitcoin and other cryptocurrencies set out to upend the financial order and replace conventional money. Bitcoin has certainly disrupted the global financial system, but can it ever live up to the hype? Read our latest report on cryptocurrency: https://econ.st/3wnYfRr Find The Economist’s latest finance and economics coverage: https://econ.st/3pCKsnp Sign up to The Economist’s daily newsletter to keep up to date with our latest coverage:...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-06-10

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Jeudi 10 juin 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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The Inflation Emotion(s)

2021-06-10

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2021-06-10

The Real GDP Problem, Jan 1988 - 2021
Inflation is more than just any old touchy subject in an age overflowing with crude, visceral debates up and down the spectrum reaching into every corner of life. It is about life itself, and not just quality. When the prices of the goods (or services) you absolutely depend upon go up, your entire world becomes that much more difficult.

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The Sources of Rip-Your-Face-Off Inflation Few Dare Discuss

2021-06-09

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2021-06-09

Job Openings, 2006 - 2021
Inflation will be transitory, blah-blah-blah--I beg to differ, for these reasons. There are numerous structural sources of inflation, which I define as prices rise while the quality and quantity of goods and services remain the same or diminish.

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Post-Pandemic Metamorphosis: Never Going Back

2021-06-07

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2021-06-07

People caught on that the returns on the frenzied hamster wheel of "normal" have been diminishing for decades, but everyone was too busy to notice. The superficial "return to normal" narrative focuses solely on first order effects: now that people can dispense with masks and social distancing, they are resuming their pre-pandemic spending orgy with a vengeance, which augurs great profits for Corporate America and higher tax revenues.

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Can Brazil Survive Bolsonaro? | The Economist

2021-06-04

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Since coming to power President Jair Bolsonaro has shaken democracy, accelerated deforestation in the Amazon and played down the danger of the coronavirus pandemic, with calamitous results. Could Brazil survive another four years of his leadership? Read the special report here: https://econ.st/3fPue6S Find all of our coverage of the Americas: https://econ.st/3g4gLXZ Read all of coronavirus coverage here: https://econ.st/3vMo6BU How Jair...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-06-03

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Jeudi 3 juin 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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(Not) Living Large on Social Security

2021-06-03

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2021-06-03

Social Security, 1960 - 2020
How many retired workers are getting less than $1,000 per month in Social Security benefits? The question came up and I was curious enough to find the answer, and download the data into an Excel spreadsheet which I saved as a

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Increasingly Chaotic Volatility Ahead–The New Normal Few Think Possible

2021-05-31

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2021-05-31

The standard debate about the future of the economy is: which will we get, high inflation or a deflationary collapse of defaults and asset bubbles popping? The debate goes round and round in widening circles of complexity as analysts delve into every nuance of the debate.

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Why hunting animals could be good for conservation | The Economist

2021-05-29

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Trophy hunting sparks outrage around the world. But the highly controversial sport can actually help to protect some of Africa's most endangered big animals. Here's how. Find The Economist’s latest coverage of Africa: https://econ.st/3bTxaNw Sign up to The Economist’s daily newsletter to keep up to date with our latest coverage: https://econ.st/3l79OHi Read more about airlines banning trophy hunting: https://econ.st/3bVs6by Does conservation...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-05-27

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Jeudi 27 mai 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Systemic Risks Abound

2021-05-27

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2021-05-27

Summary of Recent Warning Re Intermediate Trend In Equities
For the past 22 years, every time the stock market whimpered, wheezed or whined, the Federal Reserve rushed to soothe the spoiled crybaby. There are two consequential results of the Fed as savior: The Fed has perfected moral hazard. Organic (i.e. non-manipulated) market forces have been extinguished.

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FOMO Is Loco

2021-05-26

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2021-05-26

We can also posit a general rule that those who inherit wealth and succumb to FOMO are eventually less wealthy while those who are wealthy and take a pass on FOMO / hoarding at the top of the manic frenzy increase their wealth.

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Fed to Treasury Dealers and Congress: We Can’t Count On You, We’re Taking Charge

2021-05-25

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2021-05-25

Total Assets: Wednesday Level, 2005-2021
The Fed sees itself as trapped by the incompetence and greed of the other players and by its own policy extremes that were little more than expedient "saves" of a system that is unraveling due to its fragility and brittleness.

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How covid-19 exposes systemic racism in America | The Economist

2021-05-24

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Black people in America are twice as likely to die from covid-19 as white people. This highlights the country’s ongoing struggle with structural racism, as our experts explain Sign up to our weekly American politics newsletter “Checks and Balance,” to keep up to date: https://econ.st/3vlemOX Read our special report on race in America: https://econ.st/2QOtjKs George Floyd’s legacy, a year since his murder: https://econ.st/3oKjx8A How...

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Charles Hugh Smith on the Era of Accelerating Expropriations

2021-05-21

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Http://financialrepressionauthority.com/2021/05/20/the-roundtable-insight-charles-hugh-smith-on-the-era-of-accelerating-expropriations/

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How to deal with big tech | The Economist

2021-05-21

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Senator Amy Klobuchar is leading a crusade against big-tech giants such as Apple, Amazon, Microsoft, Facebook and Google. These companies dominate the S&P 500 and wield a huge amount of influence. Should they be broken up? Read more here: https://econ.st/3bK8w1U 00:00 - Problems with big tech 01:07 - The effect of business monopolies 02:28 - How to rein in big tech firms 04:45 - Could regulation harm consumers? 06:45 - Epic Games v Apple...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-05-20

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Jeudi 20 mai 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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