Economic, Financial and Political Analysis
At the risk of looking/sounding like some crazed religious fanatic usually seen carrying a sign or proclaiming: “Repent, the end is near,” I shall avoid the word “repent. To me, the rest of that proclamation appears accurate and reasonable, at least with regard to our economic condition. The US and world economy are near collapse. [...]
The coming economic collapse (Depression) is inevitable but the route taken to this ending is uncertain. The road has parallel routes: Deflationary Collapse Hyperinflationary Collapse Which route is taken depends upon government. In our highly regulated and manipulated economy, economics is important but generally takes a back seat to political considerations. As Axel Merk stated [...]
Here is another sign the Fed will act sooner rather than later regarding its next desperate action to cover up the failing economy. This one comes from Zerohedge, via Bloomberg. The comments are from Stephen Roach: “The Fed is flailing and has been flailing for the better part of the last three years. We had [...]
One simple chart makes a powerful case for additional QE (click to enlarge): The economy is dead in the water. QE provides some oxygen which appears to revive the economy until QE ends. As the election approaches, more oxygen will be supplied as incumbents from both parties want to remain in office. Look for an [...]
Is the Fed done easing? That is the question many investors would like answered. How one answers this question has important implications regarding the arrangement of a portfolio. If you believe the Fed will continue, then financial assets may hold their current range. If you believe the Fed will step aside, then financial assets are [...]
Brian Wilson: 
Marcy O'Rourke: 
RChavez: 
HappyinHowell: 
Mr Misno: 
Marsha: 
Brian Wilson: 
Steve: 
Larry Crouse:
Brian Wilson: 
by Monty Pelerin on April 26th 2013
by Monty Pelerin on April 18th 2013
by Monty Pelerin on April 5th 2013
by Monty Pelerin on April 1st 2013
by Monty Pelerin on March 27th 2013