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Monthly Archives: February 2015
Dr copper diagnosis: global demand in poor health
Macroeconomic indicators of global demand and growth continue to pretty relentlessly tank week over week, and the 2015 earnings forecasts of S&P 500 companies (burgundy line bottom chart) are dropping along for the ride. This makes some sense. Accounting gimmicks … Continue reading
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Impossible debt stifling Greece and consumers the world over
One of the greatest costs of the credit bubble that has enveloped the world the past 15 years is that it has allowed the price of most assets and services to skyrocket. In a sustainable equilibrium, available capital to fund … Continue reading
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Truth getting out: “no acceleration in economic growth”
There is always something cathartic, when realism get some words in edgewise on financial-tainment. Steve Ricchiuto, Chief U.S. Economist at Mizuho Securities, managed to do it for a few moments on CNBC this week. “The deflation story is very, very critical … Continue reading
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