…because these discrepancies exist and because they are becoming larger in proportion to share prices, indices and composites are in increasingly unrepresentative of the average market participant’s experiences…
CNBC recently spoke with Mohamed El-Erian of Allianz on the subject of the sustainability of the current global bond and stock market rally. When asked, “Are we in a bond […]
…Yet it is difficult to reconcile these optimistic measures with more concrete measures of economic activity. Take for example, well… concrete itself. Cement production and consumption is a reasonably good indication of economic health in the area of construction…
Dr. Marc Faber spoke with Fox Business today and staked out a bold claim for markets and central bank policy in the second half of the year. Dr. Faber remarked […]
…the chart below provides a sense of how quickly the delinquency problem is accelerating. The year-over-year (YoY) rate of increase in the delinquencies is over 200% and higher than when the 2008 or 2001 recessions started….
…on that news, which should have investors extremely concerned about the fragility of the European financial system, markets rallied. Not only did Italian advance today, but so did every major market in the world…
Fox News spoke with Gloom Boom and Doom editor and legendary investor Marc Faber in the wake of the Brexit vote to discuss what that vote would mean for global […]
The Brexit vote is less than a day away at the time of writing, so for those looking for one last reflection on the decision at hand, we encourage our […]
CNBC recently spoke with legendary bond investor Bill Gross who warns listeners of a pending ‘supernova’ in the bond markets. Mr. Gross explained his analogy by saying “A supernova can […]
These charts reveal that, when accounting for inflation, the economic productivity of the average person in France, Italy, Spain and the Netherlands has been decreasing since 2007-2008, having never recovered from the global recession in 2008.