Country Garden now paying 118% on its debt Equities spike up in dangerous bear market rally When does the shoe drop on the real estate market? Xi Whiz – China’s Getting Scary November 2, 2022 “It is important to look at the enthusiasm in the U.S. markets

The bear in 3 acts, we’re in act 1 Average bear market loses 38% in 318 days Would you “buy the dip” in Russia in 1917? Buy The Dip? Not So Fast October 26, 2022 “For the patient investor, we are talking about a values realignment and th

China arrests 1.4 million since June Japanese Central Bank is losing control Is Putin the new Prince Vlad? Hardly China’s “New Era” Is Old Totalitarianism October 19, 2022 “Who is not subject to these same pressures? More money, more debt, more pleasure,

Brits reversal: 100 billion in “NOT QE” Biden scolded by Macron for his flippancy on nuclear threat No Bid Markets: What if there were really NO buyers? QE or NOT QT? That is the Question October 12, 2022 “We know that quantitative tightening is a tempora

Bank of England shifts from QT to QE Sweden & Finland measured 2 explosions on Nord Stream Pipeline – Sabotage? Would China actually, purposefully devalue? GILTy? Bank of England’s Big Pivot October 5, 2022 “We’re in a new stage of instability.

Desperate Putin keeps talking about Nukes Safe Money? 10-year Treasury down 15% YoY Dollar, at 20 year high, is choking the world Pound Collapse: “I Just Can’t Wait to Be King” September 28, 2022 “This week is unbelievable. Uncertainty. What the fol

German Producer Price Inflation up 45% World Bank warns of devastating recession if rates go too high 30 Year Treasury purchased in 2020 now down 40% Hoping For A Less Worse Tragedy September  21, 2022 “What is clear in my mind is that uncertainty is a fa

Efficient Market Hypothesis is just wrong A crash worse than 2008? A new, better, testable, economic model Andrew Smithers: Look Out! Bad Models Equal Bad Outcomes September 14, 2022 “But I must say I welcome any qualified economist who has the guts to sa

UK faces 18% inflation You can’t fix inflation harm with deflation Choose your executioner, Greek or Italian From Russia With Love: Europe’s Energy Catastrophe September 7, 2022 “European stress is increasing as financial stress increases. You’re re

Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year   The Dollar Is Temporarily the Best Horse (In the Glue Factory) August 31, 2022 “Europe, and Germany in particular, is exp