Monthly Archives: January 2017

80% of central banks buying more stocks. Trumponomics Trade Contradiction.

“within a few years the world’s monetary authorities who are tasked with “financial stability”, will have acquired a majority of the world’s equity tranche, effectively nationalizing it.“   A narrowing of the trade deficit is clearly negatively correlated with rising … Continue reading

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Markets Break Away From Data

S&P 500 Throws Away The Earnings Connection   Total Tax Receipts Send A Message Last Seen In 2008   The Message Complicates Trump’s Growth Strategy   Junk Bonds Throw Away Default Rate Connection   ECRI Explains Why Trumponomics Is Almost … Continue reading

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Bubbles Impoverish Investors Who Can’t Resist Them. Examining The Debt Bubble

The 3000 biggest US companies have never been more leveraged. Just this fact alone should concern most investors, but, as we have shown in previous notes, its much worse than that because this leverage is happening at a time when: … Continue reading

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Trump. Trade And Growth Challenges.

The great problem with Trump’s trade policy is that it conflicts with his 4% growth target. Just on its own the 4% growth target will be challenging enough, as discussed below. However, it seems that there is confusion about the … Continue reading

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