Monthly Archives: February 2016

Raising Cycle Dynamic Systems Allocation

Static or Dynamic Allocation? Financial System instability as central bank policy fails. Stephen Roach David Stockman “The Most obvious “Black Swan” ever! ” – Mark Spitznagel Global policy failure also means extreme economic instability. 2 branches of the Fed flash recession warning! Even as the … Continue reading

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United States Policy – No “Gas In The Tank”

Are you paying attention? US industrial production leaves little doubt about recession risks Japanese Trade Data Collapses, Crushes “Devalue Our Way To Prosperity” Dreams Data strongly suggest global recession Banking is not fixed Federal Reserve is lost and self-contradictory, failed … Continue reading

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Dr. Lacy Hunt Shreds Federal Reserve Policy, Reviews Remaining Options.

It should no longer be a mystery what the outcome has been of the Federal Reserve’s policies since 2007. Very few economists have the stature and track record of Dr. Lacy Hunt. In this 30 minute interview he brakes down the policies … Continue reading

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Central Bank Policy Humiliation. NIRP “Hail Mary”. Two 5 year trend breaks?

Fed’s Interest rate rise wiped out within 2 months New BOJ NIRP policy backfires in 2 days How did Japanese QE work out? Fail. ECB QE Plus NIRP Failing Too! Even sovereign credit risk is deteriorating at a rapid rate. … Continue reading

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Gold. The Big Reset.

35 years of exponential debt growth and lower interest rates Markets wipe away the Fed’s December interest rate rise Gold reversing trend relative to the S&P 500? Fed can’t cut interest rates by 5% this time! “Major advanced economies are … Continue reading

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