Category: Financial Markets 2014
The analysis published under this category are as follows.Thursday, August 21, 2014
Meet Your Investment Manager / Stock-Markets / Financial Markets 2014
There is little else left in the asset-pricing world than central bankers. The redoubtable Ben Hunt, chief risk officer at Salient investment managers ($20 billion under management), wrote on David Stockman's Contra Corner: "I've spent the past few weeks meeting Salient clients and partners across the country.... When I had conversations [with clients and partners] six months ago, I would get a fair amount of resistance to the notion that narratives dominate markets and that we're in an Emperor's New Clothes world. Today, everyone believes that market price levels are largely driven by monetary policy and that we are being played by politicians and central bankers using their words for effect rather than direct communication. No one requires convincing that markets are unsupported by real world economic activity. Everyone believes that this will all end badly, and the only real question is when."
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Monday, August 18, 2014
Understand and Profit from Surging European Volatility / Stock-Markets / Financial Markets 2014
Peter Krauth writes: With the Ukraine conflict advancing to new and dangerous territory, Russia refuses to take Western sanctions lying down.
Led by autocrat Putin, the former Soviet nation is striking back, and as of mid-day Friday the blows remained primarily economic.
And that's where I want to focus today...
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Thursday, August 14, 2014
Gold, Silver, Dow and VIX Market Updates / Stock-Markets / Financial Markets 2014
Since my last report on gold and silver, both commodities have bounced from their lows. Does that mean the pullback low is in? Yes and no. Gold looks safe while silver looks shaky. Let’s examine both commodities price charts.
Let’s begin with gold.
Thursday, August 14, 2014
Dangerous Investor Choices - Black Swans on Final Approach / Stock-Markets / Financial Markets 2014
There are several potential disasters that could disrupt the financial and political status quo, much like what happened after an Archduke was shot 100 years ago.
Brutal Facts: From Simon Black regarding the experiences of US Navy Pilot James Stockdale in captivity in the "Hanoi Hilton" in the late 1960s.
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Wednesday, August 13, 2014
Japan Economic Collapse - GDP Plunges by 6.8%! / Stock-Markets / Financial Markets 2014
MORE FREE MONEY!!!
That's all this chart says to traders this morning, who are taking the European Markets up over half a point this morning and are goosing our Futures by half a point as well as bad news is good news and TERRIBLE news is even better in this Central Bank-sponsored market. v
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Wednesday, August 06, 2014
The Single Most Important Strategy Most Investors Ignore / Stock-Markets / Financial Markets 2014
“If I scare you this morning, and as a result you take action, then I will have accomplished my goal.” That’s what I told the audience at the Sprott Natural Resource Symposium in Vancouver two weeks ago.
But the reality is that I didn’t need to try to scare anyone. The evidence is overwhelming and has already alarmed most investors; our greatest risk is not a bad investment but our political exposure.
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Monday, August 04, 2014
Volatile Markets Shake U.S. Economy / Stock-Markets / Financial Markets 2014
Volatile markets are shaking the U.S. economy and geopolitical conflicts are intensifying. This is bad news.
Iraq is falling into civil war, like Syria did after the Arab Spring across North Africa; Israel is invading Gaza; a Malaysia airliner was shot down over Ukraine — by who knows whom; and two Ukrainian fighter jets were shot down by Russian rebels.
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Monday, August 04, 2014
Recession Safeguards Are Coming Under Heavy Attack / Stock-Markets / Financial Markets 2014
Shah Gilani writes: Lackluster economic growth in the U.S. has nothing to do with financial services regulatory overreach inherent in new Dodd-Frank rules - as some neo-conservatives would have the American public believe.
Let me say, I'm a staunch fiscal conservative. I am a dyed-in-the-wool free markets entrepreneur. But there's a world of difference between free markets and a free-for-all for financial services oligarchs and officers.
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Sunday, August 03, 2014
Jackson Hole Will Signal Hawkish Tone for Financial Markets / Stock-Markets / Financial Markets 2014
Jackson Hole Agenda
The annual Jackson Hole economic symposium, a three-day conference in Wyoming begins on Aug. 21 with the official topic of “Re-evaluating Labor Market Dynamics.” Sure, there will be debates from the Bullard camp who views that there isn`t near as much labor slack in the economy versus the Yellen camp who believes that the long-term unemployed will eventually come back to the economy once the job market tightens further. There will be interesting thoughts regarding the structural changes in the economy and how this effects full employment, and the mismatch between job requirements and candidate skillsets. There will be talk about wage inflation in the context of the largest addition of jobs since 1997 to the economy where even a bad employment number these days lands over the 200k a month level.
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Friday, August 01, 2014
What Russian Sanctions Mean for Your Money / Politics / Financial Markets 2014
Michael E. Lewitt writes: Vladimir Putin had a chance to back down from his aggression in the Ukraine after Russian separatists shot down a Malaysian passenger jet.
Unfortunately, he didn't.
With no answer to the charge that the Malaysian jet would not have been shot down but for the course of events he set in motion, Mr. Putin has also shown no indication that he plans to change course.
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Wednesday, July 30, 2014
Greenspan: U.S. Economy Running Out of Buffer; Stock Market to See Significant Correction / Stock-Markets / Financial Markets 2014
In an interview with Bloomberg's Betty Liu, former Federal Reserve Chair Dr. Alan Greenspan said the U.S. is "running out of buffer in economy," "lacks fiscal resources," and has "no way to find new revenues."
Greenspan said equity markets will see a decline at some point after surging for the past several years, "The stock market has recovered so sharply for so long, you have to assume somewhere along the line we will get a significant correction."
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Wednesday, July 30, 2014
What the “Steak Bandit” Says About Asset Values / Stock-Markets / Financial Markets 2014
Dr. Kent Moors writes: Just stay with me here. This is a story about energy – especially oil.
It begins last Saturday. On a trip to the local supermarket, I saw something you just don’t see every day.
You see, I always do the grocery run. It is one of several clauses that have appeared over time in my marriage contract (no doubt about it, this is one document you need to read before signing!).
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Tuesday, July 29, 2014
Will Crashing Commodities Crash the Stock Market? / Stock-Markets / Financial Markets 2014
There are some analysts out there who maintain that the precipitous decline in commodity prices this year bodes ill for the stock market.Witness for example the dramatic drop in the price of corn. Below is a chart of the Teucrium Corn Fund (CORN), a proxy for corn futures. As you can see, corn prices are at multi-year lows right now. This is ironic given that the mainstream media assured us earlier this year that higher ag commodity prices were on the way.
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Monday, July 28, 2014
Why We Should Fear the REPO / / Financial Markets 2014
All our times have comeHere but now they're gone
Seasons don't fear the reaper
Nor do the wind, the sun or the rain... we can be like they are
Come on baby... don't fear the reaper
Baby take my hand... don't fear the reaper
We'll be able to fly... don't fear the reaper
Baby I'm your man...
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Monday, July 28, 2014
$900 Billion in Capital Is About to Move / Stock-Markets / Financial Markets 2014
Michael E. Lewitt writes: Six years after the financial crisis, the SEC finally concluded a four-year battle with financial industry lobbyists to toughen regulations governing money market funds.
Readers may remember that a run at the $62.5 billion Reserve Primary Fund during the 2008 financial crisis brought the multi-trillion money market industry to a standstill.
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Thursday, July 24, 2014
Instability is the New Normal? / Stock-Markets / Financial Markets 2014
Once upon a time, there were safe havens in this world, places where investors could hide when the going got rough. If you believe this fairy tale world will persist, pinch yourself. In our assessment, not only are there no safe havens left, but instability may be the new normal. Is your portfolio ready?
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Monday, July 21, 2014
Last Chance Critical Financial Market Forecasts Special Total Access / Stock-Markets / Financial Markets 2014
On July 23-30, for 7 days only, we are “opening the doors” to our entire line of Pro Services -- free.
Last Chance Only 218 of 5000 seats remaining!
Pro Services are the most nimble, opportunity-rich, professional-grade forecasting services we have – covering 48 of the world’s top markets, some 24 hours a day, complete with detailed charts and analysis.
Friday, July 18, 2014
Financial Market Forecasts Special Event / Stock-Markets / Financial Markets 2014
We've never done this before.
On July 23-30, for 7 days only, we are “opening the doors” to our entire line of Pro Services -- free.
Pro Services are the most nimble, opportunity-rich, professional-grade forecasting services we have – covering 48 of the world’s top markets, some 24 hours a day, complete with detailed charts and analysis.
Friday, July 18, 2014
U.S. Housing Buyers Fools Paradise. Lying Spanish Banks... / Stock-Markets / Financial Markets 2014
There is no shortage of interesting items to choose from. The world is unraveling fast and the absurdities just keep piling up. Here are a few from the last week...
- The Wizards of LIBERTY Street
- Big Buyers in a fool's paradise
- Is the TOP in for European Banks?
- Spanish Banks, Lying with numbers.
- David Letterman's top 10 reasons to vote democrat
- Huckabee and the truth about the US border crisis
- The REAL cost Illegal Immigration
- Militarization of the UNITED STATES
- Honest Abe and three Benedict Arnolds
Wednesday, July 16, 2014
Stocks, Bonds, Currencies, Metals and Interest Rate Forecasts Special Event / Stock-Markets / Financial Markets 2014
We've never done this before.
On July 23-30, for 7 days only, we are “opening the doors” to our entire line of Pro Services -- free.
Pro Services are the most nimble, opportunity-rich, professional-grade forecasting services we have – covering 48 of the world’s top markets, some 24 hours a day, complete with detailed charts and analysis.