Economic, Financial and Political Analysis

Investing

A Reasonable Discussion About Gold

A Reasonable Discussion About Gold

By on June 18, 2013 in gold, gold with 0 Comments

I routinely feature Gordon T. Long and his Macroanalytics presentations here frequently. His analysis is generally excellent and actionable. This recent audio/slideshow includes Ty Andros, a regular with Mr. Long, and David Chapman, a newcomer to Long’s site and someone new to me. Mr. Chapman is a cycle theorist, something I have never been comfortable [...]

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Market Punditry As Astrology

Market Punditry As Astrology

By on June 17, 2013 in Investing Thoughts with 2 Comments

Is recent market behavior the beginning of a market turndown? No one knows, although it is easy to find people providing “answers.” The value of these predictions approach those of astrologers and fortune-tellers. What follows are some thoughts regarding markets. History and Markets History is a summary of what historians consider relevant. Selectivity of a limited [...]

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Some Commentary On Inflation

Some Commentary On Inflation

An often asked question goes something like this: “How is it possible for the Fed to expand the money supply without inflation showing up?” There are two answers to this question. One pertains to the real rate of inflation versus the reported rate of inflation. Government continues to manipulate and change CPI calculations in ways [...]

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Market Commentary

Market Commentary

By on June 10, 2013 in Investing Thoughts with 0 Comments

This information was published on my Trading To Armageddon site. It contains some commentary that might be useful to readers of this site. When trading in front of a suspected correction, always use stop-loss protections. This writer believes a massive market correction is likely. It will probably be triggered by one of the following two [...]

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Government’s War On Savers and Investors

Government’s War On Savers and Investors

Caution is the watchword for markets. May ended with some serious volatility and we now enter the summer months. According to Wall Street wisdom, you are supposed to have “sold in May and gone away.” If there is upside left in markets, and for the life of me I cannot understand why there would be, it [...]

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Do Not Use The Stock Market To Claim An Economic Recovery

Do Not Use The Stock Market To Claim An Economic Recovery

By on June 3, 2013 in economy, Investing Thoughts with 8 Comments

How often have we been told that the economy is recovering? By my count we are now in our fourth “Recovery Summer.” The recession was officially (and mistakenly) declared over in June 09. Yet, no data series in economics not influenced drastically by liquidity and a zero interest rate policy (e.g., stock prices and home [...]

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Stock Market Texture Weakening

Stock Market Texture Weakening

By on May 29, 2013 in Investing Thoughts with 0 Comments

As of this date, market internals as reflected in the ETF momentum rankings have weakened. SPY is the strongest of the eleven basic asset classes that the system ranks. SHY, the cash equivalent, is ranked second highest. Generally, anything weaker than SHY is ruled out by the selection process. If the selection choice were only [...]

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Is This The Right Advice Now?

Is This The Right Advice Now?

By on May 27, 2013 in gold, Investing Series with 4 Comments

Want some simple and straightforward advice? Here it is from Lord Monckton: If you thought the crash of 2008 was bad, think again. The crash that is coming –I cannot put a date on it, but it is not far away now – will be orders of magnitude worse. So, what should you do to [...]

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Economics and Investing Are Subject To The Laws of Mathematics

Economics and Investing Are Subject To The Laws of Mathematics

Mathematics, rightly viewed, possesses not only truth, but supreme beauty — a beauty cold and austere … Bertrand Russell Regular readers of this site know that I believe the economy and the stock market are little more than smoke and mirrors. Both are overrated, overstated and likely to collapse. On numerous occasions I have discussed reasons [...]

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Catherine Austin Fitts

Catherine Austin Fitts

By on May 22, 2013 in gold, gold, Government with 0 Comments

Catherine Austin Fitts provides excellent analysis of our current scene both for those who want to understand what is happening and what is coming. The podcast is an excellent one for investors as well. Gold and currencies are discussed. Everything is put into the context of the political manipulations necessary to keep the system going. [...]

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