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by Chris Martenson

Executive Summary

  • How our driven pursuit of “growth” is putting the entire system at risk
  • Why those running the system do NOT have our interests in mind
  • Why a correction risk is so high right now
  • Why our odds keep getting worse

If you have not yet read Part 1: The Federal Reserve Is Directly Monetizing US Debt , available free to all readers, please click here to read it first.

My main message here in Part 2 is to show you why, from my vantage point of following the economy and financial markets daily, things are serious right now.

I trust actions over words; and the Fed’s actions are consistent with a big problem happening somewhere deep in the shadow banking system.

Further, all of the global macro data I track closely is screaming that a slowdown is here.

On top of that, investor confidence in the Fed’s ability to push market prices ever higher is dangerously overextended.

Stock gains have zoomed way ahead of the Fed’s recent excess liquidity, as this chart shows… (Enroll now to continue reading)

 

Why The Risk Of A Correction Is So High Right Now
PREVIEW by Chris Martenson

Executive Summary

  • How our driven pursuit of “growth” is putting the entire system at risk
  • Why those running the system do NOT have our interests in mind
  • Why a correction risk is so high right now
  • Why our odds keep getting worse

If you have not yet read Part 1: The Federal Reserve Is Directly Monetizing US Debt , available free to all readers, please click here to read it first.

My main message here in Part 2 is to show you why, from my vantage point of following the economy and financial markets daily, things are serious right now.

I trust actions over words; and the Fed’s actions are consistent with a big problem happening somewhere deep in the shadow banking system.

Further, all of the global macro data I track closely is screaming that a slowdown is here.

On top of that, investor confidence in the Fed’s ability to push market prices ever higher is dangerously overextended.

Stock gains have zoomed way ahead of the Fed’s recent excess liquidity, as this chart shows… (Enroll now to continue reading)

 

by Chris Martenson

While at the New Orleans Investment Conference this past weekend, Chris and I had the great pleasure of sitting down with Grant Williams, publisher of the economic blog Things That Make You Go Hmmm and principal of Real Vision TV.

There will be no smooth transition back to sustained economic growth, he warns

Instead, the distortion of today’s excessive asset prices will require a systemic reset to fix. Either by a deflationary event that destroys the malinvestment, or by an inflationary event that destroys the currency.

Grant Williams: A Reset Of The System Is Inevitable
by Chris Martenson

While at the New Orleans Investment Conference this past weekend, Chris and I had the great pleasure of sitting down with Grant Williams, publisher of the economic blog Things That Make You Go Hmmm and principal of Real Vision TV.

There will be no smooth transition back to sustained economic growth, he warns

Instead, the distortion of today’s excessive asset prices will require a systemic reset to fix. Either by a deflationary event that destroys the malinvestment, or by an inflationary event that destroys the currency.

by Chris Martenson

Executive Summary

  • The debt bomb waiting to explode is truly staggering in size
  • Key warning signals we’re approaching a late cycle market crash
  • The Fed’s aggressive actions belie its fear that the system is extremely sick
  • How to use the time left to be on the right side of the coming wealth transfer

If you have not yet read Part 1: The End of Money , available free to all readers, please click here to read it first.

The Fed is now flat-out lying to us.

Jerome Powell insists that the Fed is not printing more money, is not engaging in QE, and is not directly intervening to make stocks go higher in price. But none of this is true.

In addition, the Fed has reversed course and is steadily cutting rates.  This even as the employment and wage data (if you believe them) have been strong of late.

So what gives? What could be causing this?

Hundreds of billions of dollars, printed and injected at a faster pace than in the depths of the Great Financial Crisis is not exactly a comforting sign.

I am quite certain that something very big is very broken in the background.

Deutsche Bank might be failing.  That’s a distinct possibility here.  Or it could be massive funding flow reversals from… (Enroll now to continue reading)

 

A Tower of Debt Begins to Lean
PREVIEW by Chris Martenson

Executive Summary

  • The debt bomb waiting to explode is truly staggering in size
  • Key warning signals we’re approaching a late cycle market crash
  • The Fed’s aggressive actions belie its fear that the system is extremely sick
  • How to use the time left to be on the right side of the coming wealth transfer

If you have not yet read Part 1: The End of Money , available free to all readers, please click here to read it first.

The Fed is now flat-out lying to us.

Jerome Powell insists that the Fed is not printing more money, is not engaging in QE, and is not directly intervening to make stocks go higher in price. But none of this is true.

In addition, the Fed has reversed course and is steadily cutting rates.  This even as the employment and wage data (if you believe them) have been strong of late.

So what gives? What could be causing this?

Hundreds of billions of dollars, printed and injected at a faster pace than in the depths of the Great Financial Crisis is not exactly a comforting sign.

I am quite certain that something very big is very broken in the background.

Deutsche Bank might be failing.  That’s a distinct possibility here.  Or it could be massive funding flow reversals from… (Enroll now to continue reading)

 

by Chris Martenson

Executive Summary

  • Why we know that something really BIG has the Fed freaking out
  • Why the risk of systemic breakdown is uncomfortably high
  • The key charts that tell the tale: recession ahead!
  • Why, this time, the Fed will fail

If you have not yet read Part 1: The Fed Is Lying To Us , available free to all readers, please click here to read it first.

Touring through the global and domestic US macro economic data, it’s easy to determine that mounting recessionary forces are in play.

Everything from sentiment, import/export data, (the lack of) credit growth, shipping rates — all are in alignment; the economy is weakening.

The responses of the Federal Reserve and Donald Trump are in alignment on one facet of the story; both desperately want the US stock markets to go higher. Trump applies strategic Tweets each day to that effect, and the Fed is printing $2 billion a day in their effort to cause stocks to go higher.

I think they fail this time. Adding up all the data and risks and I clearly see that…(Enroll now to continue reading)

 

Why The Fed Will Fail
PREVIEW by Chris Martenson

Executive Summary

  • Why we know that something really BIG has the Fed freaking out
  • Why the risk of systemic breakdown is uncomfortably high
  • The key charts that tell the tale: recession ahead!
  • Why, this time, the Fed will fail

If you have not yet read Part 1: The Fed Is Lying To Us , available free to all readers, please click here to read it first.

Touring through the global and domestic US macro economic data, it’s easy to determine that mounting recessionary forces are in play.

Everything from sentiment, import/export data, (the lack of) credit growth, shipping rates — all are in alignment; the economy is weakening.

The responses of the Federal Reserve and Donald Trump are in alignment on one facet of the story; both desperately want the US stock markets to go higher. Trump applies strategic Tweets each day to that effect, and the Fed is printing $2 billion a day in their effort to cause stocks to go higher.

I think they fail this time. Adding up all the data and risks and I clearly see that…(Enroll now to continue reading)

 

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