I’m here with a major warning — a warning about hidden signs of surging credit stress. In fact, I haven’t seen these kinds of dangerous credit market moves since the weeks and months leading up to the great credit crisis.
Read More »Search Results for: bubbles
Bill Holter: The Price Of Gold Vs Today’s Monetary Base Has Major Ramifications (+2K Views)
I knew the monetary base had grown wildly but did not realize the extent until seeing it in graph form [in an article by Peter Degraaf. It is truly the Chart of the Century]. While Peter spent just one paragraph on this, let's look at it in depth to get a better understanding of why it is so important and what it really means.
Read More »The 4 Stages of Monetary Madness Will End with Economic Chaos
There are four stages of fiat money printing that have been used by central banks throughout their horrific history of usurping the market-based value of money and borrowing costs. It is a destructive path that began with going off the gold standard and historically ends in hyperinflation and economic chaos.
Read More »Stocks Are In a Bubble By Virtually Every Reasonable Metric
While CNBC and other perma-bulls claim that the stock market is a great investment today, the smart money is already prepping for a disaster. Goldman Sachs has told its clients to “sell at the new high.” Credit Suisse just told its clients stocks “haven’t looked this worrisome since the tech bubble.” They’re correct. Stocks are in a bubble by virtually every reasonable metric.
Read More »“Crexit” Is Upon Us – Caution is Warranted
“Crexit:” a credit crunch brought about by plunging bond prices, soaring losses, an implosion in China’s high-risk debt markets, and a reversal of all the “yield chase” trades investors have flocked to in the last couple of years. That's what S&P's debt analysis team fears is about to unfold with the acceleration in corporate debt and That tells me there’s more going on beneath the surface – and that caution is still warranted when it comes to your investing strategy.
Read More »Bonds Are Pricing In Armageddon; Stocks Are Pricing In a New Golden Age For the American Economy – What Gives?
The economy and, more importantly, inflation really need to tank hard to justify current bond prices and economic growth, and earnings really need to soar to truly justify current stock market valuations. It's not hard to imagine a scenario in which both could be very wrong.
Read More »Central Bank Bubble Will Burst and Result In A Recession & Bear Market
The unwinding of the "Central Bank Bubble" will be worse than either the Dot.Com Bubble or the Housing Bubble. It seems like most investors continue to show apathy even with the warnings by us and quite a few others of the "unintended consequences" of the central banks doing things that have never been done before. Those investors are in good company because it appears to us that the leaders of the major central banks of the world do not have any idea of the "unintended consequences" either.
Read More »The Gold (and soybeans) Rally Is About to Run Out of Gas – Here’s Why
Our experience has shown that the huge imbalance in positions between the commercial producers selling forward production and the speculators’ buying of anticipation typically resolves itself in the fundamental direction of the commercial traders’ collective prediction. The gold and soybeans rallies are about to find themselves out of gas.
Read More »What Goes Up Exponentially Eventually Drops Like A Stone – Got Gold?
When growth becomes exponential the likelihood is that it won’t last and that there will a substantial move in the opposite direction. This article looks at the unsustainable trends in most asset classes, population numbers, inflation and credit growth and discusses the dire consequences that are most likely to unfold in the years to come as a result.
Read More »The U.S. Dollar Is Toast – Sell! Here’s Why
As I've argued several times, the dollar is simply toast....The signals continue to shout a clear "Sell!" Here's why.
Read More »