Chris Martenson
John Hussman is highly respected for his prodigious use of data and adherence to what it tells him about the state of the financial markets. His regular weekly market commentary is widely regarded as one of the best-researched, best-articulated publications available to money managers.
John's public appearances are rare, so we're especially grateful he made time to speak with us yesterday about the precarious state in which he sees global markets. Based on historical norms and averages, he calculates that the ZIRP and QE policies of the Fed and other world central banks have led to an overvaluation in the stock market where prices are 2 times higher than they should be.
John Hussman: The Stock Market Is Overvalued By 100%
John Hussman is highly respected for his prodigious use of data and adherence to what it tells him about the state of the financial markets. His regular weekly market commentary is widely regarded as one of the best-researched, best-articulated publications available to money managers.
John's public appearances are rare, so we're especially grateful he made time to speak with us yesterday about the precarious state in which he sees global markets. Based on historical norms and averages, he calculates that the ZIRP and QE policies of the Fed and other world central banks have led to an overvaluation in the stock market where prices are 2 times higher than they should be.
The second part of our interview with John Hussman is available here for Peak Prosperity's enrolled members.
If you've not yet listened to Part 1, click here to do so.
In Part 2 of the interview, John provides more specificity around his valuation methodology, and how he sees things playing out from here in the financial markets.
To access Part 2 of this podcast, simply click the yellow button to enroll.
John Hussman Podcast – Part 2
PREVIEWThe second part of our interview with John Hussman is available here for Peak Prosperity's enrolled members.
If you've not yet listened to Part 1, click here to do so.
In Part 2 of the interview, John provides more specificity around his valuation methodology, and how he sees things playing out from here in the financial markets.
To access Part 2 of this podcast, simply click the yellow button to enroll.
Executive Summary
- The data that proves Japan is a ticking time bomb
- Why the yen may still fall a lot further from here
- How Japan's contagion can threaten world markets (and yes, the US)
- Why the contagion is now underway, and what you should do about it
If you have not yet read Central Planners Are In A State of Panic available free to all readers, please click here to read it first.
Japan, By The Numbers
I completely understand why the Japanese authorities are freaking out and taking enormous risks. It's because they have no good choices left. More fundamentally (and worse) they are in charge of a system that is destined to fail.
Exponential money systems have to eventually fail because all paper money is just a marker for real wealth, it is not real wealth itself, and therefore ever-increasing exponential paper claims being stacked up against a world of real wealth that is growing much less quickly (and someday reversing entirely) is a mathematical formula for a monetary accident.
But it's quite bizarre that Japan, of all places, cannot see through to this math predicament given their very publicly and often discussed demographic decline.
Having peaked at 128 million in 2005, Japan now has 127 million inhabitants and is on its way to 90 million by 2050, and 45 million by ~2100.
(Source)
This means that..
What Will Happen When Japan Breaks
PREVIEWExecutive Summary
- The data that proves Japan is a ticking time bomb
- Why the yen may still fall a lot further from here
- How Japan's contagion can threaten world markets (and yes, the US)
- Why the contagion is now underway, and what you should do about it
If you have not yet read Central Planners Are In A State of Panic available free to all readers, please click here to read it first.
Japan, By The Numbers
I completely understand why the Japanese authorities are freaking out and taking enormous risks. It's because they have no good choices left. More fundamentally (and worse) they are in charge of a system that is destined to fail.
Exponential money systems have to eventually fail because all paper money is just a marker for real wealth, it is not real wealth itself, and therefore ever-increasing exponential paper claims being stacked up against a world of real wealth that is growing much less quickly (and someday reversing entirely) is a mathematical formula for a monetary accident.
But it's quite bizarre that Japan, of all places, cannot see through to this math predicament given their very publicly and often discussed demographic decline.
Having peaked at 128 million in 2005, Japan now has 127 million inhabitants and is on its way to 90 million by 2050, and 45 million by ~2100.
(Source)
This means that..
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