Juggling Dynamite

As the usual investment sales crowd keeps assuring everyone that a diverse basket of stocks and commodities is all one needs to ‘decouple’ and profit even as global sales plunge, the word of 2014 is ‘recoupling’.

The QE-inspired disconnect between soaring risk assets and a slowing real economy is now closing. The round trip back to reality is progress that will run its natural course of moving capital away from mindless automatons and back to the hands of those with an investment discipline and excess savings.  Decouple this…

Chart source: www.zerohedge.com

For an excellent connect-the-global-dots perspective see:  Japan’s the tinder that set the world’s bad news on fire.

Danielle was a guest today on The Financial Survival Network with Kerry Lutz, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.

Garry Shilling’s monthly Insight (subscription only), is my single favorite economic update. Experienced, detailed and independent of any financial sales arm, Shilling is one of the rare few able to assess global trends objectively. His latest Bloomberg appearance in October, is a worthwhile watch and covers some of the key forces now dominating global markets.

Gary Shilling previews today’s markets and discusses his investment ideas with Betty Liu on “In The Loop.” Here is a direct video link.