Trump Trade Will Accelerate Historic Credit Bust
The biggest credit boom in history US corporate cash flow/debt collapses as CFOs leverage balance sheets While real investment collapses CFOs just focus on stock prices No Wonder S&P
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
The biggest credit boom in history US corporate cash flow/debt collapses as CFOs leverage balance sheets While real investment collapses CFOs just focus on stock prices No Wonder S&P
Mainstream out of touch again Now on to the Trump Bubble The repeating flaw in the narrative Charles Gave also weighs in on this idea, looking at the UK and France
“Reality in Politics”? Economic Reality Returns But the Federal Reserve still has a different narrative So … bizarre conditions where Stocks AND Bonds AND commodities trade down Cyclical downtrend continues. Health CPI +
Reaching a “Critical Point” in the complex financial system Reality Check from professor Kotlikoff – also a presidential candidate! Dr Lacy Hunt explains that debt AND growth are about to get
What Client’s Must Know: “Perception versus Reality” Stock market heaven or hell? Or now just different versions of economic depression? “Fed risks repeating Lehman blunder as US recession storm gathers”
“Literally a Lie” Here is Janet Yellen’s favorite composite labor market indicator. Or can you see a trend in aggregate hours worked over the last 2 years? “A Force For Lower Interest
Time for every investor to understand the investment predicament Central bank market dislocation Central bank policy failure Ray Dalio talks to the NY Fed. Time limit on the “Big Squeeze” And
“Now is the most treacherous time ever” Dangerous bubbles in plain sight “Federal Reserve Board are just dope dealers on speed-dial.” US GDP – according to the NY Fed –
John Oliver explains the key importance of the Fiduciary standard. Elizabeth Warren shreds the CEO of Wells Fargo “You should resign…You should be criminally investigated” Nomi Prins explains how bank
The biggest natural investment advantage you are likely to find Sometimes the most profound phenomena are simply hidden in plain sight. They have been there forever but almost no one sees it.
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