by
Adam Taggart
equities
by
Adam Taggart
One of the most perplexing mysteries to us is that right as the Federal Reserve embarked on QE3 — which was a huge, enormous, $85 billion a month experiment — commodities began a multiyear decline within two weeks of that announcement. Concurrently, the world’s central banks plunged the world into steeply negative real interest rates, a condition that has almost always resulted in booming commodity prices — but not this time. Today, the ratio between commodity prices and equities is at one of, if not the most, extreme points in history.
To explain that gap, we talk this week with Brien Lundin, publisher of Gold Newsletter and producer of the New Orleans Investment Conference (where Chris and Adam are speaking on Oct 25-28):
Brien Lundin: If They Don’t Want You To Own It, You Probably Should
by Adam TaggartOne of the most perplexing mysteries to us is that right as the Federal Reserve embarked on QE3 — which was a huge, enormous, $85 billion a month experiment — commodities began a multiyear decline within two weeks of that announcement. Concurrently, the world’s central banks plunged the world into steeply negative real interest rates, a condition that has almost always resulted in booming commodity prices — but not this time. Today, the ratio between commodity prices and equities is at one of, if not the most, extreme points in history.
To explain that gap, we talk this week with Brien Lundin, publisher of Gold Newsletter and producer of the New Orleans Investment Conference (where Chris and Adam are speaking on Oct 25-28):
by
Adam Taggart
In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss:
- The Unsinkable Market
- No data is bad enough to stop its rise
- The Disappearance Of Volatility
- Gone, but for how long?
- Failing Pension Plans
- A truly massive crisis in the making
- Cash, Gold & Bitcoin
- The only places for capital to find safety?
During these doldrum days of summer, where no matter the news, today's "unsinkable" markets continue to march ever upwards, Mish shares his thoughts on what will finally cause asset prices to tank.
Click to listen to a sample of this Off the Cuff Podcast or Enroll today to access the full audio and other premium content today.
Off The Cuff: The Unsinkable(?) Market
PREVIEW by Adam TaggartIn this week's Off The Cuff podcast, Chris and Mish Shedlock discuss:
- The Unsinkable Market
- No data is bad enough to stop its rise
- The Disappearance Of Volatility
- Gone, but for how long?
- Failing Pension Plans
- A truly massive crisis in the making
- Cash, Gold & Bitcoin
- The only places for capital to find safety?
During these doldrum days of summer, where no matter the news, today's "unsinkable" markets continue to march ever upwards, Mish shares his thoughts on what will finally cause asset prices to tank.
Click to listen to a sample of this Off the Cuff Podcast or Enroll today to access the full audio and other premium content today.
by
David Collum
For those who enjoyed his encyclopedic 2015: Year In Review, this week we spend an hour with David Collum to ask: After processing through all of that information, what do you think the future is most likely to bring?
Perhaps it comes as little surprise that he sees the global economy headed back down into recession, one that will be deeper and more damaging than the 2008 crisis.
David Collum: The Next Recession Will Be A Barn-Burner
by David CollumFor those who enjoyed his encyclopedic 2015: Year In Review, this week we spend an hour with David Collum to ask: After processing through all of that information, what do you think the future is most likely to bring?
Perhaps it comes as little surprise that he sees the global economy headed back down into recession, one that will be deeper and more damaging than the 2008 crisis.
by
Chris Martenson
Executive Summary
- Why stocks may average 0% return (!) for the next decade
- The depressing data in
- Retail sales
- Housing
- Manufacturing
- Consumer confidence
- Why the time to short the market is looking near
If you have not yet read The Stock Market's Shaky Foundation, available free to all readers, please click here to read it first.
To be sure, there is one piece of fundamental information that has supported equity prices; and that’s corporate earnings.
Those have vaulted to new highs, despite the weak economic recovery, on the back of ultra-cheap borrowing (which reduces interest costs which are deducted from earnings), government deficit spending, and low household savings:
While the parabolic rise in corporate earnings is quite impressive, they are also historically unprecedented and certainly unsustainable.
When we look at the same chart seen above but on a percent change yr/yr basis we see that they have been slowing down remarkably and aren't that far above the zero mark…
The Time For Shorting the Market Is Approaching
PREVIEW by Chris MartensonExecutive Summary
- Why stocks may average 0% return (!) for the next decade
- The depressing data in
- Retail sales
- Housing
- Manufacturing
- Consumer confidence
- Why the time to short the market is looking near
If you have not yet read The Stock Market's Shaky Foundation, available free to all readers, please click here to read it first.
To be sure, there is one piece of fundamental information that has supported equity prices; and that’s corporate earnings.
Those have vaulted to new highs, despite the weak economic recovery, on the back of ultra-cheap borrowing (which reduces interest costs which are deducted from earnings), government deficit spending, and low household savings:
While the parabolic rise in corporate earnings is quite impressive, they are also historically unprecedented and certainly unsustainable.
When we look at the same chart seen above but on a percent change yr/yr basis we see that they have been slowing down remarkably and aren't that far above the zero mark…
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