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| Jim Willie CB - Hat Trick Letter |
USFed QE Volume to Triple, not Taper |
The US Federal Reserve bond monetization support for government finance support, financial markets, banker welfare, economic props, redemption coverage, and liquidity fire hose functions will continue to expand and definitely not diminish. Only the brain-dead, the system wonks, and the deeply deluded believe the QE volume will taper down. They are paid to think that way in the public forum, their minds compromised, their hearts darkened, their paychecks dependent. As preface in order to properlyFriday, December 6, 2013 |
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| James Howard Kunstler |
All Bulled Up With No Place To Go |
The financial wires and pod-waves are all lit up these days like it was happy hour at the Lottery Winner’s Lounge. It appears that the American economy — capital management division — has found the long-wished-for magic alternative energy source: horseshit. It is fueling the conversation all over Web and over the senile mainstream media megaphones. One technical analyst, celebrity Tweeter Ralph Acampora of Altaira Wealth Management, actually said this week that the USA would be “energy independMonday, November 25, 2013 |
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| Mish - Global Economic Analysis |
Municipal Bonds an "Outrageous Bargain" Compared to What Shifting Sands of Muni Bond Market; Three |
David R. Kotok, Cumberland Advisors Inc.’s chairman and chief investment officer believes Municipals Cheap After Detroit Filing
Municipal bonds are an “outrageous bargain” in the wake of Detroit’s bankruptcy filing, according to David R. Kotok, Cumberland Advisors Inc.’s chairman and chief investment officer.
Kotok bases his arguments on a comparison on General Obligation Yields to US Treasuries.
Muni vs. Treasury Yields
More on Munis
In a followup guest post on the Big Picture blog, KotMonday, July 29, 2013 |
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| Mish - Global Economic Analysis |
California, Illinois on Brink of Pension Crisis; New Actuarial Rules Will Force States to Admit Prob |
Many states, especially California and Illinois, have had severe pension underfunding problems for many years.
However, new actuarial pension rules will finally force states to admit the problem. Thus, it should not be surprising that talk of "technical bankruptcy" and “service insolvency” is growing.
Here are some pertinent ideas from California on the Brink: Pension Crisis About to Get Worse
Moody’s new credit standards for public pensions would nearly double the unfunded liabilities for sThursday, June 13, 2013 |
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| Roger Wiegand - Webeatthestreet |
Bonding With High Risk Junk |
Wednesday, December 12, 2012 |
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| Ty Andros - traderview |
TedBits Newsletter: October 2012 - Volume 1 |
Counterfeit economies
Waves of Insolvency
Canaries in the Coalmine
Misery Spread Widely
Bombs...er...bonds, the ultimate Malinvestment
The Mayan calendar points to the end of the world coming in December. It may
not end on that date but major disruptions can be anticipated. CENTRAL banks
have fully uncorked the printing presses to meet the waves of insolvency set
to STRIKE the banksters, public servants and the elites. Transferring your
wealth to themselves and their something fFriday, October 26, 2012 |
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| Roger Wiegand - Webeatthestreet |
Lemmings, Investors and Gold |
Wednesday, September 26, 2012 |
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| John Rubino - Dollar Collapse |
Welcome to the Third World, Part 7: Bye Bye, Public Services |
Meredith Whitney was an obscure Oppenheimer & Co.bank analyst back in 2008 when she broke from the pack and predicted Armageddon.She was right, the pack was wrong, and she parlayed her new-found fame into a research boutique of her own.
Last year she went for it again, predicting that the next big crisis would be in municipal bonds, as U.Monday, August 13, 2012 |
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| Andy Hoffman - Miles Franklin |
Global Economic Collapse |
Friday, November 4, 2011 |
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| Eric de Carbonnel - Market Skeptics |
Getting Caught Up |
Yuan has now risen 6% against the dollar in the last year.This means guarantied inflation.
Fed’s Balance Sheet
The Fed’s balance sheet is expanding rapidly…
…and so is the monetary base.
The growing imbalance in agricultural commodities
The Amount of soybean export sales outstanding for this time of year are at record highs.Friday, July 15, 2011 |
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| Goldmoney |
US credit crisis deteriorating |
Fed governor Sarah Raskin warned of the growing number of American citizens who no longer have access to affordable credit.The Christian Science Monitor website reported that members of Congress only had nine more days to reach an agreement to raise the country's debt ceiling before it is forced into default.Monday, July 4, 2011 |
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| Gold - Goldmoney |
US credit crisis deteriorating |
Monday, July 4, 2011 |
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| Adam Brochert - Gold Versus Paper |
Is Meredith Whitney About to Look Really Smart |
Let's just say that I wouldn't want to be buying domestic municipal bonds at current levels if I lived in the United States and was seeking safety.Here's a 6 year weekly log-scale chart of the Nuveen Municipal Bond Price Return Index ETF ($NMUNP) thru Friday's close:
Corporate junk bonds are breaking down with the stock markets in the short-term but their charts looka whole lot healthier than municipal bonds.Tuesday, June 14, 2011 |
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| Gold - Gold Versus Paper |
Is Meredith Whitney About to Look Really Smart |
Tuesday, June 14, 2011 |
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| George Maniere - Investing Advice |
Low Level Levitation |
Monday, March 28, 2011 |
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| Michael J. Panzner - Financial Armageddon |
I Wonder What they Are Saying Now |
.Thursday, March 10, 2011 |
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| Crisis Watch - Financial Armageddon |
I Wonder What they Are Saying Now |
Thursday, March 10, 2011 |
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