Category Archives: Main Page

US likely to follow global economy into recession

Morgan Stanley and Goldman Sachs see only global strength ahead…what? the risk sellers see no signs of a downturn? Surprise, surprise… Bloomberg’s Simon Kennedy reports on the global economy and the risk of a recession.  Here is a direct video … Continue reading →

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US dollar strength continuing to deflate other assets

As commodities rallied 2002 to 2008, most people were oblivious to the huge role that a falling US dollar was having in inflating the price of other assets. We referenced the following teeter totter chart many times in our presentations. … Continue reading →

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Millennial’s turned off rigged markets

This is an encouraging story:  having watched the repeated boom/bust of increasingly rigged financial markets the past 15 years, recent research finds that 20 and 30 somethings today want little to do with equities, and trust no one when it … Continue reading →

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