Is Bank Lending Finally Normalizing?
Submitted by Taps Coogan on the 30th of November to The Sounding Line. Back in February of 2016 we published an article which argued, amongst other things, that the experimental […]
Interview on Italian Constitutional Referendum
While it has largely been overshadowed by the British EU Referendum and the US Presidential election, one of the most important geopolitical events this year is set to take place […]
Rick Santelli and Andrew Johnson on Widening Credit Spreads
One of the most evident trends to emerge in financial markets since the US Presidential Election has been climbing rates on US treasuries and widening credit spreads with increased term […]
Dissecting Global Motor Vehicle Production
…the overwhelming majority of all production growth since 2009 can be attributed to China, which surpassed the EU in 2011 to become the world’s largest producer. Since 2009 China has increased its automotive production by an amount larger than the entire 2015 production of the US, Japan, and Mexico combined…
The US Oil Breakeven Price – Why it Matters
…Yet one major underlying uncertainty remains when attempting to determine the future for oil prices: What is the breakeven price for US oil producers?…
Warren Buffet – The US Economy is Softer than People Think
Warren Buffet, business magnate, frequent ‘world’s wealthiest man’, and CEO of Berkshire Hathaway, just recently gave an interview to CNN in the wake of the recent US presidential election. Mr. […]
Stanley Druckenmiller – Quite Optimistic About the Economy
Legendary Investor Stanley Druckenmiller, gives his post election outlook on the US economy, monetary policy, and how he is positioning his portfolio in an interview with CNBC (four parts): First, […]
James Rickards on US Election Market Impact
James Rickards, bestselling author and market commentator, recently sat down for an interview with the Oxford Radio Club. For those who don’t know Mr. Rickards, he was the principal negotiator […]
Congress: The Art of Incumbency – Part II
Submitted by Taps Coogan on the 4th of November 2016 to The Sounding Line. In our recent article, Congress – The Art of Incumbency Part I, we reflected on the very […]
Henry Kissinger on China, the Philippines, and the US
Former Secretary of State Dr. Henry Kissinger recently gave a wide ranging interview with the National Counsel on US China Relations. Dr. Henry Kissinger was the chief architecture of the […]