Monthly Archives: October 2014

Strong dollar and deflation haunt asset prices this Halloween

The Bank of Japan spooked another massive short-covering rally in global stocks today even while central banks are clearly not stimulating the global economy and deflation continues to haunt them with mounting downside to global revenues, GDP, emerging markets, currencies, … Continue reading

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Over-priced financials last leg under Canadian stock market

Four of the big 6 Canadian bank CEO’s are cashing out this year at the top of the Canadian consumer credit bubble. After reaping a fortune working to ramp the country up in debt and financial leverage over the past … Continue reading

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Liar’s poker run rampant

Overnight we heard news of more legal charges coming at Citigroup. The same Citi that’s predecessor National City Bank was central in creating the leverage bubble and crash of 1929; the same Citibank that paid billions in fines for its … Continue reading

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Danielle’s weekly market update

Danielle was a guest today on Talk Digital Network with Jim Goddard, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.

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Mean reversion continues for emerging markets

From ominous bubble valuations of 2007, emerging market stocks and economies plunged along with other developed markets in the 2008 downturn, once again revealing ‘decoupling’ proponents as dangerous salespeople. On epic stimulus injections from central banks and governments in 2009, … Continue reading

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Emerging markets and commodities in a post-QE world

The US dollar Index continues its ascent this morning as ‘Q’Ever’ draws to a close and global liquidity flows back to the greenback and US Treasuries and out of commodities, emerging markets and other currencies… Over the past six years, … Continue reading

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