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
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
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
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
