Being a true contrarian investor isn’t just about investing in unloved sectors of the market or specific stocks. It’s also about conducting research and discovering indicators that the crowd doesn’t follow — indicators that can help give clues as to the next probable direction of risk assets. I’m always on the lookout for such indicators, and have compiled many of them over my years of trading and investing. [Here's just one that bares scrutiny. Take a look.] Words: 610
Read More »This Will NOT End Well – Enjoy It While It Lasts – Here’s Why (+5K Views)
...The US Government and its catastrophic fiscal morass are now viewed by the world as a ‘safe haven’. This would easily qualify for a comedy shtick if it weren’t so serious....[but] the establishment is thrilled with these developments because it helps maintain the status quo of the dollar standard era. However, there are some serious ramifications that few are paying attention to and are getting almost zero coverage from traditional media. [Let me explain what they are.] Words: 1150
Read More »Austerity or Growth: Which is the Solution to the Plight of the Developed World?
With 10 year Treasuries yielding 1.6% in the United States, some argue that higher deficits are warranted. As the discussion below shows, the logic behind that view is fundamentally flawed, if not reckless. Words: 1238
Read More »David Rosenberg: These 51 Charts Show the Economy to be a Total Disaster
The U.S. economic recovery has been weak and the looming fiscal cliff threatens to act as a further drag on the economy. Europe is imploding with the chances of a 'Grexit' increasing, and Spain's economy deteriorating and risking contagion. David Rosenberg looks at the state of the U.S. and global economy via 51 depressing charts.
Read More »Nouriel Roubini: Economic Clouds Are Rolling In From Every Direction – Batten Down the Hatches! (+2K Views)
Dark...financial and economic clouds are, it seems, rolling in from every direction: the eurozone, the United States, China, and elsewhere. Indeed, the global economy in 2013 could be a very difficult environment in which to find shelter.
Read More »Jim Sinclair: ‘The End Is Not Near, It Is Here and Now’ (+2K Views)
Jim Sinclair is now warning... that ‘The end is not near, it is here and now’ in reference to the global financial system...[and] reiterating his long held view that there will be “QE to infinity” despite the denials of Bernanke and other central bankers. [He also has some interesting things to say about gold and alarming things to say about the euro. Read on.] Words: 305
Read More »Goldman Sachs Suggests Investors Increase Positions in Commodities – Here's Why
Goldman Sachs recommends “stepping back into the markets” in its latest Commodity Watch. Goldman is anticipating a 29% return for the S&P GSCI Enhanced Commodity Index over the next 12 months and suggests investors might want to increase their position in commodities. Here's why. Words: 755
Read More »Embry: Global Financial Crisis II is Coming – and It Will Be Even Worse! Here’s Why (+2K Views)
"Either you take the debt clean-out right away, and that means a very hard deflationary depression, or you do what I suspect they will try to do and that is keep pumping money into the system to keep the whole banking (system), derivatives and economies afloat [and] that will lead to some sort of monetary distress that could end in hyperinflation. I think that’s the worst outcome, but there is no good outcome.”
Read More »The Eurozone Crisis: A Quick Guide to Key Dates, Developments and Investment Implications
Follow the eurozone crisis as it unfolds with this quick guide to key dates, developments, and investment implications.
Read More »America’s Derivative Market is Unbelievably Huge & Totally Unregulated – Take a Look at Which Banks Own How Much (+3K Views)
The derivative market has blown a galactic bubble...and since there is literally no economist in the world who knows exactly how the derivative money flows or how the system works,...we really don't know what will trigger the crash, or when it will happen, but considering the global financial crisis this system is in for tough times. [If, and when, it happens it] will be catastrophic for the world financial system. If you ever wanted a tool to help yourself or others visualize the staggering magnitude of US debt and derivatives, the infographic below is a good one to share. It visualizes who those 9 too-big-fail banks are, what their derivative exposures are, and what scandals they've been lately involved in. Words: 1915
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