Monthly Archives: November 2016

Obstacles to Trump’s ‘Growth’ Plans

In this article, with highlights taken from the article as a preface, former British diplomat Alastair Crooke here attempts to list some of the difficulties Donald Trump will face in executing the economic measures he promised to take in his campaign. Crooke … Continue reading

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Trump Trade Will Accelerate Historic Credit Bust

  The biggest credit boom in history US corporate cash flow/debt collapses as CFOs leverage balance sheets While real investment collapses CFOs just focus on stock prices No Wonder S&P credit downgrades explode this year The next bust period in … Continue reading

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The Trump Bubble Narrative. Mainstream Will Be Wrong Again.

Mainstream out of touch again Now on to the Trump Bubble The repeating flaw in the narrative Charles Gave also weighs in on this idea, looking at the UK and France In the meantime the downtrend in the real economy is … Continue reading

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Economic Reality Returns. Many investors going “passive” at a dangerous time.

“Reality in Politics”? Economic Reality Returns But the Federal Reserve still has a different narrative So … bizarre conditions where Stocks AND Bonds AND commodities trade down Cyclical downtrend continues. Health CPI + Rent CPI lead consumer discretionary stocks ADP Employment Sinks To … Continue reading

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