Monthly Archives: July 2014

Stockman: Financial system run aground by “ship of fools”

Notwithstanding the usual heavy gold-mongering by the sponsor, this interview offers some worthwhile macro and financial risk analysis. The central banks of the world are massively and insouciantly pursuing financial instability. That’s the inherent result of the 68 straight months of zero … Continue reading

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North American treasury yields: how low can they go?

Today the US 10 year treasury has dropped to 2.5%, down from a yield of 3% at the start of the year. If it does close through 2.50 the next downside test area is 2.3% as shown in this updated … Continue reading

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Druckenmiller: outsized returns to be made betting against the Fed

Legendary hedge fund manager Stanley Druckenmiller speaking on why he thinks current Fed policy “makes no sense” and the Fed is once more making judgment errors that prescient risk managers can set up to profit from again the way a … Continue reading

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