Category Archives: Economics

Dalio on Turkey, Argentina, and the Next Economic Downturn

Sep.12 — Ray Dalio, co-chairman and founder at Bridgewater Associates, examines the crises is Turkey and Argentina and explains his expectations for the next economic downturn. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Daybreak: Americas.”

Posted in Black Swan Watch, Economics, Uncategorized | Tagged , , | Leave a comment

Consequences Of Jack Asset Monetary Policy

You have to own assets to make it in the New Economy.   Pity the younger generations. Check out the growing wealth disparity in the below chart, which is clearly the result of monetary policy. The Fed’s increasing reliance  on the … Continue reading

Posted in Economics, Monetary Policy, Uncategorized | Tagged , | 38 Comments

Charts That Count: QE QED

Since the collapse of Lehman Brothers the story of the world’s attempts to stop the financial crisis turning into a Great Depression has been dominated by central banks’ balance sheets. John Authers describes how this averted total disaster and sparked … Continue reading

Posted in Economics, Interest Rates, Monetary Policy, Uncategorized | Tagged , , , | Leave a comment

Midterm Political Economy Rorschach Test

President Trump and President Obama were in a big pissing match over the weekend on who should get credit for the current healthy economy. Take our Rorschach Test by viewing the inkblots economic charts and you decide.   Then take the … Continue reading

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | Leave a comment

How Fibonacci Ratios Govern the Stock Market

The Fibonacci sequence provides the mathematical basis of the Wave Principle. The stock market’s price pattern builds fractally into similar patterns of increasing size. Familiarity with these patterns can prove highly useful to investors.  –  Elliott Wave International  

Posted in Economics, Equities, Uncategorized | Tagged | Leave a comment

Fading Fangs

Traditionally,  the generals are shot last. Untraditional  times as markets continue to rise to infinity and beyond, Buzz! Hat Tip:  Tom McClellan  @McClellanOsc  

Posted in Economics, Uncategorized | Tagged | Leave a comment

Event Risk Radar

Nice chart from Nomura on the event risk timeline. Why worry about event risk, the market goes up everyday?   Now more than ever. Hat Tip:  Chris Weston   @ChrisWeston_PS

Posted in Daily Risk Monitor, Economics, Uncategorized | Tagged , | 1 Comment

The United States-Mexico Trade Agreement

Another “Potemkin trade deal.” Nothing there and will not move the needle in bringing back jobs to the U.S., in our analysis. That is why, we believe,  the markets like it — little impact on profit margins and the prospect … Continue reading

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 12 Comments

How Experts and Analysts Reacted to the GDP Number | CNBC

Posted in Economics, Uncategorized | Tagged , | Leave a comment

Tweet of the Day: Double Yikes!

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading

Posted in China, Economics, Japan, Trade War, Uncategorized | Tagged , , , , , | 17 Comments