Tag Archive: Financial crisis

What lies ahead for gold in 2020

2020-01-28

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2020-01-28

Over the last few months, gold’s performance has been remarkable. Many market observers and mainstream analysts have pointed to various geopolitical developments in their efforts to explain away the bullishness as a reaction to whatever happens to be in the headlines at the time.

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The ECB’s “mea culpa”

2019-12-05

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2019-12-05

Economists, conservative investors and market observers have been issuing stern warnings for years regarding the severe impact of the current monetary policy direction. In a recent statement, ECB Vice President Luis de Guindos warned of potential side effects and risks to the economy resulting directly from the central bank’s policies.

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A turning point in the bond market?

2019-10-02

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2019-10-02

Yield curve inversions typically precede recessions, 1980-2015
We’ve recently seen a lot of coverage and even more “expert analyses” on the state of the bond market, to the extent that the average investor, or the average citizen for that matter, is likely to be overwhelmed and very confused about what it all means. Experts from the institutional side and defenders of the current monetary direction argue that it is all the result of policy choices, that’s it’s all under control and that we really shouldn’t...

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The Secret History Of The Banking Crisis

Accounts of the financial crisis leave out the story of the secretive deals between banks that kept the show on the road. How long can the system be propped up for? It is a decade since the first tremors of what would become the Great Financial Crisis began to convulse global markets. Across the world from China and South Korea, to Ukraine, Greece, Brexit Britain and Trump’s America it has shaken our economy, our society and latterly our politics.

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The VIX Will Be Over 100 due to Central Bank Created Tail Risk

2017-02-07

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2017-02-07

Switzerland Central Bank Balance Sheet
We discuss the manner in which Central Banks have destroyed financial markets, and have the stage for what I label as the Red Swan Event in this video. When the Swiss National Bank holds risky Tech stocks in its portfolio, we are in unchartered territory!

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Financial Crises in Comparison, This Time is Different



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Overlending and Global Imbalances in Current Accounts

Some extracts from BIS Working Papers No 419 Caveat creditor: The Bank for International Settlement stresses the importance of getting "overlending" under control.

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Italy: A Sustained US Recovery Will Make a Eurozone Split Up Possible

DOW-Gold Ratio1800 to Now
We reckon that a sustained US recovery will make it possible that the eurozone splits up. Today's Italian elections are maybe the start of an upcoming Italian euro exit.

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11) Monetary & Fiscal Policy



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