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  • With Tech Tanking, Can Anything Save The System?
    By on May 6, 2016 | No Comments  Comments
    First it was the banks reporting horrendous numbers — largely, we were told, because of their exposure to recently-cratered energy companies. Now it’s Big Tech, which is a much harder thing to explain. The FAANGs (Facebook, Apple, Amazon, Netflix and Google) own their niches and not so long ago ...
  • April 20-27 (Free Event): 50+ Global Markets. 100R...
    By on April 20, 2016 | No Comments  Comments
    Starting at 9 a.m. ET Wednesday, April 20, our friends at Elliott Wave International are “opening the doors” to their entire line of trader-focused Pro Services — free for 7 days — during: Pro Services Open House. EWI Pro Services bring you opportunity-rich, professional-grad...
  • The Panama Papers: Consequences of Centralized Money ...
    By on April 6, 2016 | No Comments  Comments
    Technologies such as the blockchain are enabling alternative ways of creating and distributing money outside central banks and states. If we don’t change the way money is created and distributed, we will never change anything. This is the core message of my book A Radically Beneficial World: A...
  • Brace Yourself: Latest Look At Student Debt
    By on March 23, 2016 | No Comments  Comments
    College Tuition and Fees constitute one of the biggest threats to our economic outlook. Here is a chart of data from the relevant Consumer Price Index sub-component reaching back to 1978, the earliest year Uncle Sam provides a breakout for College Tuition and Fees. As an interesting sidebar, we̵...
  • The Great Unicorn Die-Off: Tech (Sort-Of) Crashes, Mu...
    By on March 10, 2016 | No Comments  Comments
    In good times, Silicon Valley is the kind of place we all fantasize about: Shiny new buildings full of genius techies rollerblading down the halls, eating free gourmet food and growing richer with each financing round. But in bad times it resembles that Florida housing subdivision in The Big Short, ...
  • Epic Battle: Hedge Funds vs China
    By on February 3, 2016 | No Comments  Comments
    George Soros’ successful bet against the British pound back in 1992 remains one of financial history’s epic tales. The short version of the story begins with Britain linking its currency, the pound, to the German deutschmark via the European Exchange Rate Mechanism (ERM). But Britain’s inflati...
  • Major Stock Bear Awakening
    By on January 18, 2016 | No Comments  Comments
    The US stock markets have suffered their worst early-year losses in history in young 2016, an ominous proof that a major trend change is underway.  The Fed’s new tightening cycle is already slaying recent years’ extraordinary easy-Fed-fueled stock-market levitation.  Unfortunately the only pos...
  • Technically Speaking: 5 Signs Of A Naughty Market!
    By on December 14, 2015 | No Comments  Comments
    It is hard to believe that Christmas is just TWO Friday’s away as the year seems to have slipped by in blur. This brings two primary issues into focus. The first is that I have not done any shopping as of yet. The second is that despite the hopes of a stronger economy and earnings environment at t...
  • Fed’s US Debt Bomb
    By on October 31, 2015 | No Comments  Comments
    With the Federal Reserve’s first rate-hike cycle in nearly a decade looming, traders are working overtime trying to divine its timing and impact on the markets.  They are closely monitoring the same employment and inflation data the Fed will use to start tightening.  But there’s another little...
  • 3 Things: 1998, NIM, and Dumb Money
    By on October 30, 2015 | No Comments  Comments
    I recently quoted the importance of the current profits “recession” as it relates to potential market outcomes for investors. “To me, the pre-conditions for this profits recession speak to downside risk, both for risk assets and for the real economy. None of the data speaks to rec...
  • 3 Things: Why The Fed Is Screwed…
    By on October 16, 2015 | No Comments  Comments
    In May of 2014, the Federal Reserve began discussing a newly designed labor market index to help support their claim that employment conditions in the U.S were improving. This was an important facility for the Fed which needed support to raise interest rates. My good friend Doug Short has a complete...
  • 4 Important Warnings: Why You Should Pay Attention
    By on October 13, 2015 | No Comments  Comments
    When I was growing up my father, probably much like yours, had pearls of wisdom that he would drop along the way. It wasn’t until much later in life that I learned that such knowledge did not come from books, but through experience. One of my favorite pieces of “wisdom” was: ̶...
  • Technically Speaking: The Real Correction Is Still Co...
    By on October 7, 2015 | No Comments  Comments
    In last week’s update, I discussed the short-term oversold condition that existed at that time. To wit: “As you will notice, the reflexive rally, and subsequent failure, have tracked the original predictions very closely up to the point. With the market once again very oversold on a sho...
  • Groundhog Day at the Fed
    By on September 22, 2015 | No Comments  Comments
    Every dictator knows that a continuous state of emergency is the best means to justify tyrannical policies. The trick is to keep the fictitious emergency from breeding so much paranoia that routine activities come to a halt. Many have discovered that its best to make the threat external, intangib...
  • Investors Bet on Housing Again (Just in Time for Anot...
    By on September 22, 2015 | No Comments  Comments
    The U.S. housing market may be about to implode — again. Before I get into the “why,” know that the residential real estate market never fully recovered. Annualized new home sales this past July stood at 507,000, vs. the July 2005 peak of 1.39 million. The chart and commentary from...
  • Higher Interest Rates? Not Next Month, Not Even Next ...
    By on September 19, 2015 | No Comments  Comments
    Not only did the Fed vote to keep interest rates stable yesterday, it did so overwhelmingly — with just as many members apparently favoring lower rates as higher. Now all the people who bought the “rate normalization” promise/threat are backtracking. From today’s Bloomberg: Expecting a Fed ...

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