Monthly Archives: May 2014

Home sales boom for the 1%, while declining for the 99%

We now have to look at 2 different economies whenever new data comes out. This astonishing analysis shows that the 1% economy is now moving in an opposite direction from the 99%. This is the inevitable consequence of the special … Continue reading

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A Very Mean Reversion

Excellent video presentation by John Hussman, analyzing mean reversion, valuation and expected returns. article

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The Fraud We Call A Financial System

William Black’s no-nonsense simplification of the fraud that we call a financial system is both addictive in its clarity and stunningly concerning in its scale. article

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Jim Rickards World Bank Seminar and Q&A

This is an outstanding summary of the current state of the world economy, explained in the simplest possible terms. Jim Rickards is a current day financial Copernicus, amidst global institutions that seem unable to re-examine the underlying premise of our … Continue reading

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Janet Yellen’s Bathtub Economics

“S&P 500 earnings have barely grown by 10 percent since late 2011, notwithstanding more than a trillion dollars of share buybacks. So there are bubbles everywhere— even the broad market is up by nearly 50% without any justification accept that … Continue reading

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Credit Cracks & Mispriced Risks

Excellent video analysis of economic policy and its consequences. https://www.youtube.com/watch?v=iZ6cwJmI7sQ&feature=youtu.be

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S&P 500 Projected Annual Nominal Total Returns

The US stock market remains over owned, over leveraged and over valued. It is clear that most investors have not understood the enormous risk they are taking for inevitably poor long term returns. John Hussman provides a great service by … Continue reading

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