Endgame Strategizing By John Mauldin We are all on a debt-filled train that is eventually going to crash, and if you are on it, it wo...
BOND MARKETS SIGNAL EARLY END TO FED RATE RISES / THE FINANCIAL TIMES
Bond markets signal early end to Fed rate rises While the central bank hails strength of US economy, traders are not so sure Joe Rennis...
DOW / GOLD - A 98% FALL NEXT / MATTERNHORN ASSET MANAGEMENT
DOW / GOLD – A 98% FALL NEXT by Egon von Greyerz “The winner takes it all, the loser standing small” (an Abba song) is the next ph...
BIG BUILDERS ARE REMODELING THE HOUSING MARKET / THE WALL STREET JOURNAL
Big Builders Are Remodeling the Housing Market The demise of many small builders has given big ones more power, one reason new-home sale...
EVEN STOCKMARKET BULLS ARE MORE CAUTIOUS THAN AT THE START OF THE YEAR / THE ECONOMIST
Buttonwood Even stockmarket bulls are more cautious than at the start of the year Will being a bear save you money as well as make you ...
U.S HOUSING BUBBLE ENTERS STAGE TWO: SUDDENLY-MOTIVATED SELLERS
US Housing Bubble Enters Stage Two: Suddenly-Motivated Sellers Housing bubbles proceed in fairly predictable stages. Stage One is...
LATENT FRAGILITIES / CREDIT BUBBLE BULLETIN
Latent Fragilities Doug Nolan I have a rather simple Bubble definition: "A self-reinforcing but inevitably unsustainable inflatio...
TRUMP LAYS BARE BRITAIN´S "SPECIAL RELATIONSHIP" DELUSION / THE FINANCIAL TIMES OP EDITORIAL
Trump lays bare Britain’s ‘special relationship’ delusion Tensions between London and Washington are nothing new Lawrence Freedman ...
IS THE INTEREST RATE DEATH SPIRAL FINALLY STARTING ? / DOLLAR COLLAPSE
Is The Interest Rate Death Spiral Finally Starting? The yield on Italy’s 10-year bond is up by about 100 basis points from its 201...