Here’s The Financial Plan …. Here’s The Investment Management Problem

“The entire status quo is based on the delusion that rapidly rising debt will never generate any negative consequences.”

Central banks are completely committed to this delusion. Asset purchases accelerate to $300bn a month!

​”Necessary” as US economy now in permanent recession X Federal Debt

Central Banks are buying up all global bonds

Federal Government is increasingly supporting Consumer Credit Too!

The economy must be made to look good!

“since 2008, over 93% of the total 6.7 million net jobs “created” in the past decade, have been statistical

Private sector loan growth continues to collapse

Investors are as delusional as the central banks if they are committed to the the central bank plan.

long term reward free risk

If there were a practical investment alternative would you be interested in hearing about it?

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“The entire status quo is based on the delusion that rapidly rising debt will never generate any negative consequences.”

http://www.oftwominds.com/blogjune17/skeptical6-17.html
Central banks are completely committed to this delusion. Asset purchases accelerate to $300bn a month!

 

 

 

 

 

 

 

 

 

 

http://www.zerohedge.com/news/2017-06-09/nothing-else-matters-central-banks-have-bought-record-15-trillion-assets-2017
​”Necessary” as US economy now in permanent recession X Federal Debt

The money has to come from somewhere even if its from printing press.

 

 

 

 

 

 

 

 

 

 

https://econimica.blogspot.com/2017/06/gdp-growth-is-in-deep-shit-or-why-4-gdp.html

Central Banks are buying up all global bonds

 

 

 

 

 

 

 

 

 

 

 

 

 

http://www.zerohedge.com/news/2017-06-04/central-banks-now-own-third-entire-54-trillion-global-bond-market

Federal Government is increasingly supporting Consumer Credit Too!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The economy must be made to look good!

“since 2008, over 93% of the total 6.7 million net jobs “created” in the past decade, have been statistical, existing simply inside an excel model somewhere in the US Department of Labor, as a result of the BLS’ favorite fudge factor, the Birth/Death adjustment.”

http://www.zerohedge.com/news/2017-06-04/us-jobs-market-much-worse-official-data-suggest-full-story

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Private sector loan growth continues to collapse

 

 

 

 

 

 

 

 

 

http://www.zerohedge.com/news/2017-06-10/us-weeks-away-recession-according-latest-loan-data
Investors are as delusional as the central banks if they are committed to the central bank plan.

With long term risk as high as it has ever been the markets currently represent something close to long term reward free risk, according to Buffett’s yardstick. Buffet currently has the highest cash position ever at 85bn!


If There Was Ever An Example Of ‘Reward-Free Risk’ This Is It

If there were a practical investment alternative would you be interested in hearing about it?

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