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Category Archive: 5) Global Macro

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Here’s How ‘Everything Bubbles’ Pop

2021-05-10

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2021-05-10

Dot-Com Bubble and Pop, 1994 - 2006
At long last, the moment you've been hoping for has arrived: you're pitching your screenplay to a producer. Your agent is cautious but you're confident nobody else has concocted a story as outlandish as yours. Your agent gives you the nod and you're off and running:

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Could digital currencies put banks out of business? | The Economist

2021-05-08

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Cryptocurrencies like Bitcoin have been billed as a major disruptor to finance. But digital currencies issued by governments might be even more radical—they may even threaten the future of traditional banking. Read our special report, “The Future of Banking” : https://econ.st/3tuTT8y Sign up to our newsletter to keep up to date: https://econ.st/3a6aZmv Read more of our coverage on Finance & Economics: https://econ.st/3b0g3cs Listen to...

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Hey Fed, Explain Again How Making Billionaires Richer Creates Jobs

2021-05-08

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2021-05-08

Despite their hollow bleatings about 'doing all we can to achieve full employment', the Fed's policies has been Kryptonite to employment, labor and the bottom 90%--and most especially to the bottom 50%, the working poor that one might imagine most deserve a leg up. As wealth and income inequality soar to new heights thanks to the Federal Reserve's policies of zero interest rates, money-printing and financial stimulus, the Fed says its goal...

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

2021-05-06

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Jeudi 6 mai 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Is Taiwan part of China? | The Economist

2021-04-29

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Taiwan’s sovereignty has been a disputed issue for centuries. Though the island sees itself as independent, China insists it is part of the People’s Republic and has not ruled out taking Taiwan by force. That could ignite an all-out war between American and China. Sign up to our newsletter to keep up to date: https://econ.st/3a6aZmv Read all of our Asia coverage: https://econ.st/2QDDDEJ Listen to Intelligence’s daily podcast “Scared strait:...

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Jeff Snider Just Emailed Me…(You Won’t Believe What He Said)

2021-04-29

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Jeff Snider Just Emailed Me...(You Won't Believe What He Said)

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What’s Yours Is Now Mine: America’s Era of Accelerating Expropriation

2021-04-28

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2021-04-28

The takeaway here is obvious: earn as little money as possible and invest your surplus labor in assets that can't be expropriated. Expropriation: dispossessing the populace of property and property rights, via the legal and financial over-reach of monetary and political authorities.

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Alexei Navalny: will the West stand up to Russia? | The Economist

2021-04-23

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Alexei Navalny’s hunger strike has prompted widespread international support. Vladimir Putin has warned that any country meddling in Russia’s affairs will “regret their actions”. How should the West respond to a tyrant like Putin? Chapters 00:00 - What’s happening in Russia? 00:54 - What does Navalny represent for Russia? 01:36 - How should America respond? 03:08 - Do sanctions work? 05:30 - Why were troops sent to the Ukranian border? 07:20 -...

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The Only Way to Get Ahead Now Is Crazy-Risky Speculation

2021-04-23

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2021-04-23

Security Brokers and Dealers, 1960-2020
It's all so pathetic, isn't it? The only way left to get ahead in America is to leverage up the riskiest gambles. It's painfully obvious that the only way left to get ahead in America is crazy-risky speculation, but nobody seems to even notice this stark and stunning reality. Why are people piling into crazy-risky bets on speculative vehicles like Gamestop and Dogecoin?

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

2021-04-22

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Jeudi 22 avril 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Charles Hugh Smith on the Terminally Ill Economy

2021-04-22

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Http://financialrepressionauthority.com/2021/04/22/the-roundtable-insight-charles-hugh-smith-on-the-terminally-ill-economy/

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If You Don’t See Any Risk, Ask Who Will “Buy the Dip” in a Freefall?

2021-04-20

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2021-04-20

Nobody thinks a euphoric rally could ever go bidless, but as Greenspan belatedly admitted, liquidity is not guaranteed. The current market melt-up is taken as nearly risk-free because the Fed has our back, i.e. the Federal Reserve will intervene long before any market decline does any damage.

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Weekly Market Pulse: The Market Did What??!!

2021-04-19

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2021-04-19

One of the most common complaints I hear about the markets is that they are “divorced from reality”, that they aren’t acting as the current economic data would seem to dictate. I’ve been in this business for 30 years and I think I first heard that in year one. Or maybe even before I decided to lose my mind and start managing other people’s money. Because, of course, it has always been this way.

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America’s Fatal Synergies

2021-04-19

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2021-04-19

America's financial system and state are themselves the problems, yet neither system is capable of recognizing this or unwinding their fatal synergies. why do some systems/states emerge from crises stronger while similar systems/states collapse?

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Scottish independence: could Britain break up? | The Economist

2021-04-18

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The union between the nations of the United Kingdom is looking increasingly fragile, thanks to Brexit. If Scotland were to break away from Britain it would face an uncertain future—as would the rest of the union. Sign up to our newsletter to keep up to date: https://econ.st/3a6aZmv See all of our Britain coverage: https://econ.st/3e1cN15 How the pandemic has strengthened calls for Scottish independence: https://econ.st/3tqDZwL Scottish...

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What’s Taboo? Everything Except Greed

2021-04-16

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2021-04-16

OK, now I get it. Take a couple tabs of Euphorestra and Hopium, and stick to talking about making money in the market. Greed won't offend anyone. So I started to tell my buddy about my new screenplay idea: "There's a global pandemic, and when they rush a bunch of vaccines to market, then...."

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

2021-04-15

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Jeudi 15 avril 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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The Middle Class Has Finally Been Suckered into the Casino

2021-04-15

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2021-04-15

The Fed's casino isn't just rigged; it's criminally unstable. The decay of America's middle class has been well documented and many commentators have explored the causal factors. The bottom line is that this decay isn't random; the income of the middle class isn't going to suddenly increase at 15 times the growth rate of the income of the top 0.1%. (see chart below) The income of the top 0.1% grew 15 times faster than the incomes of the bottom 90%...

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The “Helicopter Parent” Fed and the Fatal Crash of Risk

2021-04-14

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2021-04-14

Margin Accounts at Brokers and Dealers, 1960-2020
All the risks generated by gambling with trillions of borrowed and leveraged dollars didn't actually vanish; they were transferred by the Fed to the entire system. The Federal Reserve is the nation's Helicopter Parent, saving everyone from the consequences of their actions.

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Is a Cultural Revolution Brewing in America?

2021-04-13

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2021-04-13

The lesson of China's Cultural Revolution in my view is that once the lid blows off, everything that was linear (predictable) goes non-linear (unpredictable). There is a whiff of unease in the air as beneath the cheery veneer of free money for almost everyone, inequality and polarization are rapidly consuming what's left of common ground in America.

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