Why China Is Extremely Vulnerable Now PREVIEW by charleshughsmith Executive Summary Too much of China's wealth is tied up in housing The Obvious Risk: Declines in demand will crush prices The Less Obvious Risk: housing in China is very illiquid China's extraordinary vulnerability If you have not yet read Part 1: Is China’s “Black Box” Economy About to Come Apart? available free to all readers,… Why China Is Extremely Vulnerable Now PREVIEW by charleshughsmith Executive Summary Too much of China's wealth is tied up in housing The Obvious Risk: Declines in demand will crush prices The Less Obvious Risk: housing in China is very illiquid China's extraordinary vulnerability If you have not yet read Part 1: Is China’s “Black Box” Economy About to Come Apart? available free to all readers,…
Off the Cuff: 8-5-2015 PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss: B1 B2 B3 B4 Summary: Off the Cuff: 8-5-2015 PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss: B1 B2 B3 B4 Summary:
That Roaring Sound You Hear… PREVIEW by Chris Martenson Ok folks, the deflation we’ve been tracking is gathering steam. We're now seeing new signs on a daily basis. That Roaring Sound You Hear… PREVIEW by Chris Martenson Ok folks, the deflation we’ve been tracking is gathering steam. We're now seeing new signs on a daily basis.
Off The Cuff: The Fault-Ridden Fed PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and Mike "Mish" Shedlock discuss: The Fed's Faulty Fears The people running it are concerned about the wrong things Are We At A Market Top? Hard to call it, but it sure feel so Europe's Woes Are Worsening Capital is fleeing, while debts grow Our ""Markets" Nobody but central banks and bots buying these days Off The Cuff: The Fault-Ridden Fed PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and Mike "Mish" Shedlock discuss: The Fed's Faulty Fears The people running it are concerned about the wrong things Are We At A Market Top? Hard to call it, but it sure feel so Europe's Woes Are Worsening Capital is fleeing, while debts grow Our ""Markets" Nobody but central banks and bots buying these days
The China Syndrome – In Reverse PREVIEW by Chris Martenson The China Syndrome is alive and well. In todays' world, it just has more to do with nuclear levels of margin debt, not runaway radioactive decay. If China really gets into worse shape, we’ll see them panic and do everything from weakening their currency to support trade (which will export deflation via prices of manufactured goods), to imposing capital controls, to selling US Treasury bonds to pay for the rescue efforts. The China Syndrome – In Reverse PREVIEW by Chris Martenson The China Syndrome is alive and well. In todays' world, it just has more to do with nuclear levels of margin debt, not runaway radioactive decay. If China really gets into worse shape, we’ll see them panic and do everything from weakening their currency to support trade (which will export deflation via prices of manufactured goods), to imposing capital controls, to selling US Treasury bonds to pay for the rescue efforts.
Assume The Crash Position PREVIEW by Chris Martenson Executive Summary The entire commodity complex is breaking down What to expect next What will happen with gold What all this means for the future If you have not yet read Part 1: Deflation Is Winning – Beware! available free to all readers, please click here to read it first. Commodity Bust Copper 'Dr. Copper'… Assume The Crash Position PREVIEW by Chris Martenson Executive Summary The entire commodity complex is breaking down What to expect next What will happen with gold What all this means for the future If you have not yet read Part 1: Deflation Is Winning – Beware! available free to all readers, please click here to read it first. Commodity Bust Copper 'Dr. Copper'…
Off The Cuff: Why Commodities Are Getting Crushed PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and John Rubino discuss: The Commodity Beat-Down Why are gold, oil, etc so weak? Fluffed-Up Fakery Official economic reports are just pure fiction these days The End Of The Long Cycle The devastation when this bubble pops will be epic Stock market roll-over? It's increasingly looking like… Off The Cuff: Why Commodities Are Getting Crushed PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and John Rubino discuss: The Commodity Beat-Down Why are gold, oil, etc so weak? Fluffed-Up Fakery Official economic reports are just pure fiction these days The End Of The Long Cycle The devastation when this bubble pops will be epic Stock market roll-over? It's increasingly looking like…
Gold Assaulted (Again) PREVIEW by Chris Martenson Over and over again, and with increasing frequency, we’ve seen “”markets”” behave in ways that defy common sense but align perfectly with the goals of the central planners. Stocks up. Bonds stable. Commodities down. And especially: Gold down — practically every month since the commencement of QE3, the largest money printing operation in world history. Gold Assaulted (Again) PREVIEW by Chris Martenson Over and over again, and with increasing frequency, we’ve seen “”markets”” behave in ways that defy common sense but align perfectly with the goals of the central planners. Stocks up. Bonds stable. Commodities down. And especially: Gold down — practically every month since the commencement of QE3, the largest money printing operation in world history.
Off The Cuff: We Pledge Allegiance, To The Banks… PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss: We Live To Serve The Banks Greece is now a nation of slaves for the banking system Instability Risk Is Sky-High These Days When central planners lose control, it's going to be bedlam As Ever, Access To Resources Will Determine Everything We're seeing the resource-poor countries now faltering first Debt-based Money As long as we have it, we'll never be free Off The Cuff: We Pledge Allegiance, To The Banks… PREVIEW by Chris Martenson In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss: We Live To Serve The Banks Greece is now a nation of slaves for the banking system Instability Risk Is Sky-High These Days When central planners lose control, it's going to be bedlam As Ever, Access To Resources Will Determine Everything We're seeing the resource-poor countries now faltering first Debt-based Money As long as we have it, we'll never be free
Greece Humiliated PREVIEW by Chris Martenson Well, that went badly. For the Greeks in general and for Tsipras specifically. After many years and rumors and brinksmanship, and a powerful "No" referendum from the people of Greece, Tsipras managed to ‘secure’ for Greece a deal worse than any other offered to date. Greece Humiliated PREVIEW by Chris Martenson Well, that went badly. For the Greeks in general and for Tsipras specifically. After many years and rumors and brinksmanship, and a powerful "No" referendum from the people of Greece, Tsipras managed to ‘secure’ for Greece a deal worse than any other offered to date.