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Image | Off The Cuff: Over Our Skis
Off The Cuff: Over Our Skis
 PREVIEW
by Chris Martenson

In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss:

  • More & More Bad Data
    • Recent economic metrics are terrible
  • Over Our Skis
    • A return to recession is pretty much baked in the cake for 2016
  • Signs Of A Consumer Slowdown
    • Chris shares some intelligence from Amazon
  • The Big Short
    • A good reminder of the risks we're living under

 

 
Off The Cuff: Over Our Skis
 PREVIEW by Chris Martenson

In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss:

  • More & More Bad Data
    • Recent economic metrics are terrible
  • Over Our Skis
    • A return to recession is pretty much baked in the cake for 2016
  • Signs Of A Consumer Slowdown
    • Chris shares some intelligence from Amazon
  • The Big Short
    • A good reminder of the risks we're living under

 

 
Image | Dan Amerman: Financial Repression & The New Interest Rate Hike
Dan Amerman: Financial Repression & The New Interest Rate Hike
by Chris Martenson

Financial repression authority Daniel Amerman returns this week to discuss the ramifications of the Federal Reserve's first interest rate hike in nearly a decade.
Dan Amerman: Financial Repression & The New Interest Rate Hike
 by Chris Martenson

Financial repression authority Daniel Amerman returns this week to discuss the ramifications of the Federal Reserve's first interest rate hike in nearly a decade.
Image | Off The Cuff: Rate Hike!
Off The Cuff: Rate Hike!
 PREVIEW
by Chris Martenson

In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss: Rate Hike! The Fed raises interest rates for the 1st time in a decade Shock Wave Even a small rate increase can disrupt today's highly-leveraged economy The Beginning Of The End The 'Debt Is Good' Era May Finally Be Ending Modern Game…
Off The Cuff: Rate Hike!
 PREVIEW by Chris Martenson

In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss: Rate Hike! The Fed raises interest rates for the 1st time in a decade Shock Wave Even a small rate increase can disrupt today's highly-leveraged economy The Beginning Of The End The 'Debt Is Good' Era May Finally Be Ending Modern Game…
Image | Grant Williams: The End Of The Road
Grant Williams: The End Of The Road
by Chris Martenson

Grant Williams returns this week to set the context for this week's FOMC meeting, where the Federal Reserve is widely expected to hike interest rates for the first time in nearly a decade. To say he is very skeptical of the Fed's ability to continue to control market forces much longer is a gross understatement.

Grant Williams: The End Of The Road
 by Chris Martenson

Grant Williams returns this week to set the context for this week's FOMC meeting, where the Federal Reserve is widely expected to hike interest rates for the first time in nearly a decade. To say he is very skeptical of the Fed's ability to continue to control market forces much longer is a gross understatement.

Image | Pop! It’s Time.
Pop! It’s Time.
 PREVIEW
by Chris Martenson

The Federal Reserve is a serial bubble blower; and it has done it again. As we’ve been saying for a long time (too long, it seems), when this bubble comes apart, massive disruption and economic pain will follow.

Based on recent events, it seems that the time has finally arrived to say: This is it.

It’s done. Put a fork in it. It’s over.
Pop! It’s Time.
 PREVIEW by Chris Martenson

The Federal Reserve is a serial bubble blower; and it has done it again. As we’ve been saying for a long time (too long, it seems), when this bubble comes apart, massive disruption and economic pain will follow.

Based on recent events, it seems that the time has finally arrived to say: This is it.

It’s done. Put a fork in it. It’s over.
Image | Off The Cuff: Will She, Or Won’t She?
Off The Cuff: Will She, Or Won’t She?
 PREVIEW
by Chris Martenson

In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss: The Sins Of The Past We are approaching 2007 levels of instability Credit Spread Warnings Rising spreads are bad news for bonds Slowing GDP Weakness reigns in the face of the next Fed hike Will She Or Won't She? All eyes this week…
Off The Cuff: Will She, Or Won’t She?
 PREVIEW by Chris Martenson

In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss: The Sins Of The Past We are approaching 2007 levels of instability Credit Spread Warnings Rising spreads are bad news for bonds Slowing GDP Weakness reigns in the face of the next Fed hike Will She Or Won't She? All eyes this week…
Image | The Screaming Fundamentals For Owning Gold
The Screaming Fundamentals For Owning Gold
by Chris Martenson

Every year or two we update this report, which lays out the investment thesis for gold. Here is this year’s version.

Silver is touched upon only as necessary; as a separate report of equal scope is required for that precious metal.

Gold is one of the few investments that every investor should have in their portfolio. We are now at the dangerous end-game period of a very bold but very reckless & disappointing experiment with the world’s fiat (unbacked) currencies. If this experiment fails — and we observe it’s in the process of failing — gold will provide one of the best forms of wealth insurance. But like all insurance products, it only works if you buy it before you need to rely on it.
The Screaming Fundamentals For Owning Gold
 by Chris Martenson

Every year or two we update this report, which lays out the investment thesis for gold. Here is this year’s version.

Silver is touched upon only as necessary; as a separate report of equal scope is required for that precious metal.

Gold is one of the few investments that every investor should have in their portfolio. We are now at the dangerous end-game period of a very bold but very reckless & disappointing experiment with the world’s fiat (unbacked) currencies. If this experiment fails — and we observe it’s in the process of failing — gold will provide one of the best forms of wealth insurance. But like all insurance products, it only works if you buy it before you need to rely on it.
Image | Using Gold to Protect Yourself In Advance of the Greatest Wealth Transfer of Our Lifetime
Using Gold to Protect Yourself In Advance of the Greatest Wealth Transfer of Our Lifetime
 PREVIEW
by Chris Martenson

Executive Summary

  • Calculating the "floor" beneath which gold will likely not fall
  • The coming Great Wealth Transfer, which almost certainly will occur in our lifetime
  • How much to invest in gold
  • How to invest in gold
  • Exit strategies: when will it make sense to sell your holdings? And what should you exchange them for?

The Floor

The one place that I most like to buy something is as close to its replacement value as I can.  And the replacement value for gold is both below its current price of $1,080 and rising steadily. There’s a floor under the price of gold which, like any mined substance, is determined by the cost to get more of it out of the ground.

As has been true for all mining and oil production, the all-in costs of getting gold out of the ground have been rising, and rising sharply, for many years.  Currently the all-in cost to produce gold, across the whole industry, is more than $1,200 per ounce.

 

Today we're seeing lots of signs of obvious distress among gold producers because the price of gold is below their cost of production.  This will cause supply to…
Using Gold to Protect Yourself In Advance of the Greatest Wealth Transfer of Our Lifetime
 PREVIEW by Chris Martenson

Executive Summary

  • Calculating the "floor" beneath which gold will likely not fall
  • The coming Great Wealth Transfer, which almost certainly will occur in our lifetime
  • How much to invest in gold
  • How to invest in gold
  • Exit strategies: when will it make sense to sell your holdings? And what should you exchange them for?

The Floor

The one place that I most like to buy something is as close to its replacement value as I can.  And the replacement value for gold is both below its current price of $1,080 and rising steadily. There’s a floor under the price of gold which, like any mined substance, is determined by the cost to get more of it out of the ground.

As has been true for all mining and oil production, the all-in costs of getting gold out of the ground have been rising, and rising sharply, for many years.  Currently the all-in cost to produce gold, across the whole industry, is more than $1,200 per ounce.

 

Today we're seeing lots of signs of obvious distress among gold producers because the price of gold is below their cost of production.  This will cause supply to…
Image | Off the Cuff: The Fed Is Scared
Off the Cuff: The Fed Is Scared
 PREVIEW
by Chris Martenson

In this week's Off The Cuff podcast, Chris and Nomi Prins discuss: Rumor-Driven Markets All that matters now is what folks think the central banks will do The Fed Is Scared Out of ideas and increasingly out of options The Trump Card The weakening economy will eventually trump delusional markets Anxiety Builds Lots of signs…
Off the Cuff: The Fed Is Scared
 PREVIEW by Chris Martenson

In this week's Off The Cuff podcast, Chris and Nomi Prins discuss: Rumor-Driven Markets All that matters now is what folks think the central banks will do The Fed Is Scared Out of ideas and increasingly out of options The Trump Card The weakening economy will eventually trump delusional markets Anxiety Builds Lots of signs…
Image | How Much Higher Can The U.S. Dollar Go?
How Much Higher Can The U.S. Dollar Go?
by charleshughsmith

Our first observation is that trends in the USD tend to last for some time, so if this rally follows the pattern of previous rallies, it’s unlikely to have run its course in one year.

Secondly, previous rallies paused for a multi-month consolidation period before launching upward for the second leg of the long-term rally.

Thirdly, the USD rose sharply to previous peaks and then round-tripped back to the 80 level.

This raises the question: How high could the dollar rise in this rally?

 

 

 
How Much Higher Can The U.S. Dollar Go?
 by charleshughsmith

Our first observation is that trends in the USD tend to last for some time, so if this rally follows the pattern of previous rallies, it’s unlikely to have run its course in one year.

Secondly, previous rallies paused for a multi-month consolidation period before launching upward for the second leg of the long-term rally.

Thirdly, the USD rose sharply to previous peaks and then round-tripped back to the 80 level.

This raises the question: How high could the dollar rise in this rally?

 

 

 
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