Daily Archives: February 7, 2014

Good discussion on macro impacts of de-leveraging consumers and the codependent imbalance created between the west and the east during the credit bubble as well as the wasted capital of companies buying back their own over-valued shares rather than investing … Continue reading →

So far this morning computerized gaming is continuing yesterday’s bets on a weaker Yen and renewed carry trade: stocks are ramping on volume fumes, while bonds are continuing to decouple and warn of deepening deflationary trends. US job creation disappointed … Continue reading →

After a massive over-build in the consumer credit bubble, the retail sector finds itself painfully bloated. The downsizing and layoffs in this sector are only getting started. Here is a direct video link.