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A new Martenson Report is ready for subscribers.  In it, I describe the worst and best case scenarios that I see possible in the next few years, highlight China’s concerns, examine the global trade deficit, and conclude that the bottom is not in.

As I’ve been writing about in the Martenson Reports over time, including the last one, one of the next shoes to drop is going to be a pension disaster. This too will be more easily measured in trillions than billions.

I am expecting a public pension wreck based on “management” so flawed as to cross over into gross negligence or worse.

This new Martenson Report is ready for subscribers.

In it, I make the case the the recent action in the stock prices of banks, insurance companies and GE (really a financial company when you get right down to it) speak of a predicament that may be "Too Big to Save".

For the record, I think Obama seems a decent man and I am thrilled to have a president that can speak in complete sentences and does not have Dick Cheney as a vice president. All of these things are good and hopeful signs.

And it is good to finally see some heated debate erupt into this conversation about bailouts. It’s about time! If you are not taken aback by what is happening, you are not paying attention. A good, vigorous debate is exactly what is needed. Passions should be riled here.

There’s one thing in this discussion that I would like to set the record straight about. I have been a consistent and vocal critic of the bailout every step of the way. This spans a republican and now a democratic administration and you will not be able to detect any difference in how I approach my analysis of the policies of these adminstrations because that’s not how I work.

Folks, this is just not a partisan issue.

I don’t see this as a matter of “left vs. right”, but rather “right vs. wrong.”

A new Martenson Report is ready for subscribers.  It explores the connection between baby boomers, the stock market returns of the 1990’s, bonds, and the trade deficit to make the claim that even if we somehow "fix" the economy here and now, significant headwinds probably remain that will prevent a full return to "how things were."

Here’s part of the conclusion:

Most people cannot imagine a future any different from the present. For many people, the coming changes will bring unexpected shock, inconvenience, trauma, or worse. By thinking about these possibilities now and reshaping your expectations of the future, you will be far better prepared for the ride. Some people are already experiencing unexpected and perhaps unwelcome challenges in their lives due to the economic transition that is already beginning to play out. At this point, not many are expecting change to be imposed upon them, and even fewer have thought about where this change will carry them. But some have thought about it, and making even simple changes to how you think about the future can be…well, a sound investment.

There’s another Martenson Report ready.  I meant to have it posted and sent on Friday, but a technical snafu intervened and I was out of contact at Rowe so there it sat in the outbox…

At any rate, here it is.

The subtitle to this article is Bringing a Hose to a Flood

I’ll be honest, I was equal parts hopeful and doubtful that anything new would come out of Washington because, well, I’ve been watching the situation for a long time and nothing really “new” comes out of there very often.