Monthly Archives: November 2015
Policy Ease Or Recession.
How many US recession signals? How many global recession signals? “Bubble right in front of our faces” If we don’t change the way money is created. 9 challenges for the world economic system Nomi Prins “Entirely rigged political/financial system” Conclusions —————————————- … Continue reading
How Investors Win As Policy Defies The Economic Cycle
Continuing economic down cycle. Offset by yet more debt. But take a look! Extreme long term return-to-risk condition. Conviction the key to a winning strategy. Bubbles can be beaten and with very low volatility. ————————————————- As investors face at least the third major bubble … Continue reading
Decaying Control System.
Markets Disassociate. Look under the hood. No real equity bull market. Fed is compounding dysfunction. Unavoidable Conversation Now. Even on Bloomberg. “Collapse begins when real reform becomes impossible”. 8 reasons why the Fed is wrong. Investment implications. ————————————- Markets Disassociate The header … Continue reading