Will Things Devolve Far Enough to Trigger The Great Taking? by Chris Martenson With the Strait of Hormuz still closed, possibly until Labor Day (Sept 7th) , and inflation picking up steam while the yen threatens to breach the 160 level, the chance of a financial accident is rising daily. One that could trigger the Great Taking legal machinery… Will Things Devolve Far Enough to Trigger The Great Taking? by Chris Martenson With the Strait of Hormuz still closed, possibly until Labor Day (Sept 7th) , and inflation picking up steam while the yen threatens to breach the 160 level, the chance of a financial accident is rising daily. One that could trigger the Great Taking legal machinery…
Surviving the Inflationary Money Flood by Chris Martenson The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and ‘did something about it.’ Now we’ve got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year’s time.. Surviving the Inflationary Money Flood by Chris Martenson The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and ‘did something about it.’ Now we’ve got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year’s time..
Sovereign Bonds Are Flashing an Urgent Warning by Chris Martenson Everybody should be paying close attention to the global bond rout. It’s happening for a variety of reasons the two main ones being (a) government fiscal recklessness and, (b) the return of inflation which is both rising and accelerating. Sovereign Bonds Are Flashing an Urgent Warning by Chris Martenson Everybody should be paying close attention to the global bond rout. It’s happening for a variety of reasons the two main ones being (a) government fiscal recklessness and, (b) the return of inflation which is both rising and accelerating.
The Commodity Bull Market Has Begun (But So Has Inflation) by Chris Martenson The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably. The Commodity Bull Market Has Begun (But So Has Inflation) by Chris Martenson The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably.
Markets Explode Higher on Imaginary Peace Deals by Chris Martenson Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode. Markets Explode Higher on Imaginary Peace Deals by Chris Martenson Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode.
Adam Rozencwajg: The Greatest Energy Shock in History Is Unfolding by Chris Martenson Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details. Adam Rozencwajg: The Greatest Energy Shock in History Is Unfolding by Chris Martenson Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.
Energy Prices Spike, Inflation Set to Roar, and Urgent Warnings About Credit Markets by Chris Martenson Urgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary shocks are being met with more money printing by the Fed. Energy Prices Spike, Inflation Set to Roar, and Urgent Warnings About Credit Markets by Chris Martenson Urgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary shocks are being met with more money printing by the Fed.
Who Will Win, The Money Printers Or Physics? by Chris Martenson Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG from global markets means that physics has entered the room. I should point out that physics remains undefeated. Who Will Win, The Money Printers Or Physics? by Chris Martenson Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG from global markets means that physics has entered the room. I should point out that physics remains undefeated.
Investing When Nothing Matters and Anything Goes by Chris Martenson We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and raw and intermediate products such as sulfur, aluminum, urea, helium, and ammonia. Investing When Nothing Matters and Anything Goes by Chris Martenson We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and raw and intermediate products such as sulfur, aluminum, urea, helium, and ammonia.
Are Markets Providing Signal or Noise? by Chris Martenson Time for our weekly Finance U episode with Paul Kiker. The “markets” are operating as if the largest energy shock in world history weren’t already unfolding and compounding by the day. Are Markets Providing Signal or Noise? by Chris Martenson Time for our weekly Finance U episode with Paul Kiker. The “markets” are operating as if the largest energy shock in world history weren’t already unfolding and compounding by the day.