The March to $200+ Oil
Executive SummaryWhy pressures to the downside have less impact when the global economy is weakWhy oil's new floor is $80The 'upside risk' story for oil pricesWhy prices will march up to the $150-175...
View ArticleMixed Messages
We are surrounded by mixed messages. Is the economy recovering or stumbling? Are we are at the edge of a new energy bonanza or not?One of the particular difficulties about trying to make sense of...
View ArticleThe Trends to Watch in 2013
Rather than attempt to predict the unpredictable – that is, specific events and price levels – let’s look instead for key dynamics that will play out over the next two to three years. Though the...
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Have We Hit The Limits of Debt-Based Stimulus?
New US T-Shirt Slogan: "The Government Took on $300+ Billion in Debt, And All I Got Was Negative GDP"In Q4, $312 billion in new debt couldn't create postive GDP growth
View ArticleOff the Cuff: Negative Numbers
In this week's Off the Cuff podcast, Chris and Mish discuss:The GDP Surprise Is the economy stalling?Housing Is there reason for optimism?Chris and Mish weigh in on the surprising negative GDP growth...
View ArticleTime to Choose
Whether you're aware of it or not, a great battle is being waged around us.It is a war of two opposing narratives: the future of our economy and our standard of living.The dominant story, championed by...
View ArticleThe Real Reason the Economy Is Broken (and Will Stay That Way)
We are far enough and deep enough into the most heroic monetary and fiscal efforts ever undertaken to finally ask, why aren't these measures working?Or at least we should be. Oddly, many in DC, on...
View ArticleWarning: Stocks Likely to Crater from Here
I don't relish the job of constantly pointing out the risks to the equity markets. But since few on Wall Street seem willing (or able) to do this, I'm "making the call" for a market correction, as...
View ArticleEurope is Drowning Under Too Much Government
The Christmas and New Year's break, when Europe shuts down and stops thinking, is now well and truly over, and we are reawakening to the same old problems: Greece, Spain, Cyprus, Portugal, Italy,...
View ArticleDaily Digest 4/3 - Cypriots Cast Blame, Euro Unemployment At 12%
Greek recapitalisation delay predictedIMF Urges Denmark to Drop Risky Mortgages as Losses LoomUS Army accumulates $900 million in useless, obsolete partsCypriots Cast Blame as Meltdown Probe BeginsEuro...
View ArticleDaily Digest 5/2 - Running Out Of Planet To Exploit, What If We Never Run Out...
Federal Reserve Refuses to Submit to an Audit of Germany’s Gold Held in U.S. VaultsNeil Macdonald: The secretive world of printing moneyThe Unofficial Inflation RateLasers, microwave deployed in...
View ArticleDaily Digest 5/4 - NYC Adds Flood Evacuation Zones, Canada Wrestles With...
Housewives' gold rush keeps price from fallingChina arrests after rat, mink and fox sold as muttonVideo game league apologizes for Bitcoin scandalBusiness Investment Rebounds Even as Recovery...
View ArticleDaily Digest 6/20 - Priced Out Of Paris, Giving Employers What They Don't Want
Priced Out Of ParisThis Won't End Good: Iran Sending 4,000 Troops To Aid Assad Against The United States Marines On Syrian BorderGold Reserves Stored SecurelyGiving Employers What They Don't Really...
View ArticleEurope's Precarious Banks Will Determine the Future
Crying Wolf?It is easy to get the impression that the naysayers are wrong about Europe. After all of the predictions of Armageddon, ten-year government bond yields for Spain and Italy fell to the 4%...
View ArticleThe Dead Weight of Sluggish Global Growth
Global SlowdownThe U.S. economy weakened appreciably in the first quarter of 2013. But what if this weakness persists into the second quarter just completed, and worsens still in the second half of...
View ArticleOur "As You Wish" Markets Have Reached the Cliffs of Insanity
In the classic fantasy rom-com The Princess Bride, the beautiful maid Buttercup orders the farm boy Westley to perform numerous tasks to test his servitude. No matter the magnitude of the request,...
View ArticleDaily Digest 7/31 - India At Watershed, Detroit Has Bigger Problems Than...
Shipbuilders' losses seen wideningBank of Cyprus deposits raid boosts financesGreece sells state lotteries, clears way for OPAP saleUK Losing Fight Against E-Crime Amid Budget Cuts, Parliamentary...
View ArticleThe Fed Matters Much Less Than You Think
This lemming-like belief in the power of the Federal Reserve generates its own psychological force field, of course; the actual power of the Fed is superseded by the belief in its power. We can thus...
View ArticleOff the Cuff: Baffling with B(L)S
In this week's Off the Cuff podcast, Chris and Charles discuss:BLS B.S. Almost a century of GDP numbers revisedFed Fakeout Markets rise on non-news from the FedThe Next Fed Head What the Chairmanship...
View ArticleMichael Pettis: The Future of China
Is China destined to emerge as the dominant superpower that will drive the 21st century to new heights of prosperity? Or instead, might it collapse spectacularly under the weight of its own...
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