Gordon T Long

MACRO ANALYTICS - Special Guest DAVID CHAPMAN discussing "GOLD and SILVER"

Sat, 15 Jun 2013 04:30 EST

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Regular Co-Host TY ANDROS joins the ROUND TABLE

MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "UNSOUND MONEY Inevitably Leads to a CORRUPT SOCIETY"

Sat, 08 Jun 2013 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "America No Longer Innovative Driven"

Sat,01 Jun 2013 04:30 EST

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MACRO ANALYTICS - Special Guest CATHERINE AUSTIN FITTS discussing "Mr Global and GOLD"

Sat, 18 May 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "PEAK CONSUMPTION"

Sat,04 May 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "The Kondratieff Winter of Discontent"

Tue, 30 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "Whats Happening With GOLD - Part II"

Sat, 27 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "Whats Happening With GOLD"

Tue, 23 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Jospeh with "The MACRO ANALYTICS - Technical Update - Part-II"

Sat, 20 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Jospeh with "The MACRO ANALYTICS - Technical Update"

Tue, 16 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "Educating Government Dependency"

Tue, 09 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "Something For Nothing Societies"

Sat, 06 Apr 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "JAPAN - A New Currency War Front"

Sat, 30 Mar 2013 04:30 EST

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Special ROUND TABLE this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "CYPRUS - CRUMBLING PROPERTY RIGHTS"

Tue, 26 Mar 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "A MARKET CLEARING EVENT"

Sat, 23 Mar 2013 04:30 EST

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Special ROUND TABLE this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "PEAK JOBS"

Tue, 19 Mar 2013 04:30 EST

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Special ROUND TABLE this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Andrew Jospeh with "The MACRO ANALYTICS - Technical Update"

Sat, 16 Mar 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "WARREN BUFFETT - Master of the Indirect Exchange"

Tue, 012 Mar 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "HYPERINFLATION - A Currency Event"

Sat, 09 Mar 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "The GLOBAL END GAME"

Tue, 05 Mar 2013 04:30 EST

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MACRO ANALYTICS - ROUND TABLE - Special Co-Host CHARLES HUGH SMITH with "with BILL LAGGNER - Central Banks - Perceptions of Omnipotence"

Sat, 02 Mar 2013 04:30 EST

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Special ROUND TABLE this week: CHARLES HUGH SMITH and BILL LAGGNER

MACRO ANALYTICS - ROUND TABLE - Special Co-Host CHARLES HUGH SMITH with "with BILL LAGGNER - China and Japan "

Tue, 26 Feb 2013 04:30 EST

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Special ROUND TABLE this week: CHARLES HUGH SMITH and BILL LAGGNER

MACRO ANALYTICS - Special Co-Host John Rubino with "A CYBERWAR Cometh"

Sat, 23 Feb 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "CURRENCY WARS - Brushfire Battles Blazing"

Tue, 19 Feb 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "CURRENCY WARS - The Belligerents"

Sat, 16 Feb 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Jospeh with "The MACRO ANALYTICS - Technical Update"

tue, 12 Feb 2013 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host Ty Andros with "The New BILL of RIGHTS"

Sat, 09 Feb 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "The Cloward Piven Strategy"

Tue, 05 Feb 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "RIP Our Expansionist Central State"

Sat, 02 Feb 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "A DELUSIONAL and DYSFUNCTIONAL STATE"

Tue, 29 Jan 2013 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host John Rubino with "OFF-BALANCE SHEET DECEPTIONS"

Sat, 26 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "WHY WE ARE UNGOVERNABLE"

Tue, 22 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "2013 THEMES and GLOBAL MACRO OUTLOOK - Part III"

Sat, 19 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "2013 THEMES and GLOBAL MACRO OUTLOOK - Part II"

Thu, 17 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "2013 THEMES and GLOBAL MACRO OUTLOOK - Part I"

Tue, 15 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "2013 THEMES - Part II"

Sat, 12 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "2013 THEMES - Part-I"

Tue, 08 Jan 2013 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "2013 THEMES"

Sat, 05 Jan 2013 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host John Rubino with "RECAPPING 2012"

Tue, 01 Jan 2013 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host Ty Andros with "RECAPPING 2012"

Sat, 29 Dec 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "RECAPPING 2012"

Sat, 22 Dec 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "Why Things Are FALLING APART and What We Can Do About It"

Tue, 18 Dec 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Ty Andros with "MISERY SPREAD WIDELY - PART B"

Sat, 15 Dec 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "MISERY SPREAD WIDELY - PART A"

Tue, 11 Dec 2012 04:30 EST

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MACRO ANALYTICS - Special Financial Survival Network Broadcast Interview with Gordon T Long

Sat, 08 Dec 2012 04:30 EST

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Special Co-Host this week: KERRY LUTZ

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "FISCAL CLIFF and CONSTITUTION IN CRISIS"

Tue, 04 Dec 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host John Rubino with "AN UNGOVERNABLE DEMOCRACY"

Sat, 01 Dec 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host John Rubino with "COUNTERFEIT ECONOMIES - Prosperity at Risk - Part II-B"

Tue, 27 Nov 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host Ty Andros with "CURRENCY WARS - Gold in NOW in Play"

Sat, 17 Nov 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "COUNTERFEIT ECONOMIES - Prosperity at Risk - Part II-A"

Tue, 13 Nov 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "COUNTERFEIT ECONOMIES - Prosperity at Risk - Part I"

Sat, 10 Nov 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "TRIFFINS PARADOX and the RULE OF LAW"

Tue, 06 Nov 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host JOHN RUBINO with "LESSONS FROM JAPAN"

Sat, 03 Nov 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "LESSONS FROM JAPAN"

Tue, 30 Oct 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "CONSTITUTIONAL RIGHTS"

Sat, 27 Oct 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host John Rubino with "UNSOUND MONEY JEOPARDIZES CONSTITUTIONAL RIGHTS"

Tue, 23 Oct 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host John Rubino with "MONETARY MALPRACTICE, UNINTENDED CONSEQUENCES AND DYSFUNCTIONAL MARKETS - Part II"

Sat, 20 Oct 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host Ty Andros with "WHEN LEVERAGE FAILS - Part II"

Tue, 16 Oct 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "WHEN LEVERAGE FAILS - Part I"

Sat, 13 Oct 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Joseph with "MARKET ANALYTICS - Technical Update - Triggers"

Tue, 09 Sep 2012 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host Andrew Joseph with "MARKET ANALYTICS - Macro Drivers Update"

Fri, 05 Sep 2012 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host John Rubino with "INSTABILITY AND POLITICAL TURMOIL LAY AHEAD"

Tue, 02 Oct 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host John Rubino with "FEDERAL RESERVE - Moral Hazard, Unintended Consequences and Dysfunctional Capital Markets"

Sat, 29 Oct 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "FEDERAL RESERVE - False Perceptions and Propaganda"

Tue, 25 Sep 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "FEDERAL RESERVE - Flawed Premise - Mistaken Role"

Sat, 22 Sep 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Ty Andros with "MISPRICING AND MALINVESTMENT - Part II"

Tue, 18 Sep 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "MISPRICING AND MALINVESTMENT - Part 1"

Sat, 15 Sep 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "MARGINAL RETURNS"

Tue, 11 Sep 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "INEQUALITY Precedes Social Unrest"

Sat, 08 Sep 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Andrew Joseph with "MARKET ANALYTICS - Technical Update"

Tue, 04 Sep 2012 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host Ty Andros with "PUBLIC EDUCATION - Tentacles of Deception"

Sat, 31 Aug 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "HOPE SHIFTING TO FEAR"

Tue, 28 Aug 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "SILENT DEPRESSION"

Sat, 25 Aug 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host John Rubino with "EU CAPITAL FLIGHT AND BANK RUNS"

Tue, 21 Aug 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host Ty Andros with "TYS MESSAGES"

Sat, 18 Aug 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "JOHNS MESSAGES"

Tue, 14 Aug 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "JOHNS MESSAGES"

Sat, 11 Aug 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host John Rubino with "MONETARY MALPRACTICE"

Tue, 07 Aug 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "CENTRAL PLANNING"

Tue, 10 Jul 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host CHARLES HUGH SMITH with "STATISM - PART II"

Sat, 07 Jul 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host John Rubino with "CENTRAL BANKERS IN A BIND"

Sat, 30 Jun 2012 04:30 EST

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Special Co-Host this week: JOHN RUBINO

MACRO ANALYTICS - Special Co-Host John Rubino with "GLOBAL IMBALANCES - Part II"

Tue, 26 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "GLOBAL IMBALANCES - Part I"

Sat, 23 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Joseph with "MACRO ANALYTICS - Part II"

Tue, 19 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Joseph with "MACRO ANALYTICS - Part I"

Sat, 16 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "CRONY CAPITALISM - Part III"

Tue, 12 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "CRONY CAPITALISM - Part II"

Sat, 09 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros with "CRONY CAPITALISM - Part 1"

Tue, 05 Jun 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Charles Hugh Smith with "UNSUSTAINABLE EXPECTATIONS"

Sat, 02 Jun 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Charles Hugh Smith with "PEAK EVERYTHING"

Tue, 29 May 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Charles Hugh Smith with "CRONY CAPITALISM"

Sat, 26 May 2012 04:30 EST

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Special Co-Host this week: CHARLES HUGH SMITH

MACRO ANALYTICS - Special Co-Host Andrew Joseph on "MONTHLY MACRO ANALYTICS UPDATE- Part III"

Tue, 22 May 2012 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host Andrew Joseph on "MONTHLY MACRO ANALYTICS UPDATE- Part II"

Sat, 19 May 2012 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host Andrew Joseph on "MONTHLY MACRO ANALYTICS UPDATE- Part I"

Tue, 15 May 2012 04:30 EST

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Special Co-Host this week: ANDREW JOSEPH

MACRO ANALYTICS - Special Co-Host Ty Andros on "ECONOMIC GROWTH - Consequences of the Lies"

Sat, 12 May 2012 04:30 EST

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Password extended for the last week of the BETA trial: macro

Special Co-Host this week: TY ANDROS

MACRO ANALYTICS - Special Co-Host Ty Andros on "ECONOMIC GROWTH - REAL versus Nominal and the Deflator"

Thu, 10 May 2012 04:30 EST

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Password extended for the last week of the BETA trial: macro

Special Co-Host this week: TY ANDROS

MACRO ANALYTICS - Special Co-Host Ty Andros on "ECONOMIC GROWTH - False Numbers"

Tue, 08 May 2012 04:30 EST

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Password extended for the last week of the BETA trial: macro

Special Co-Host this week: TY ANDROS

MACRO ANALYTICS - Special Co-Host Charles Hugh Smith with "The Doomed American Middle Class"

Sat, 05 May 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Charles Hugh Smith with "US HOUSING - Shifitng Perceptions and Demographics"

Thu, 03 May 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Charles Hugh Smith with "GENERATIONAL CYCLES"

Tue, 01 mAY 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "GLOBAL IMBALANCES - Is Mercantilism Doomed"

Tue, 24 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "JAPANIZATION The Global Balance Sheet Recession"

Tue, 24 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host John Rubino with "EURO EXPERIMENT Why the Situation Is Getting Worse"

Tue, 24 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Joseph with "Macro Analytics III"

Sat, 21 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Joseph with "Macro Analytics II"

Thu, 19 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Andrew Joseph with "Macro Analytics I"

Tue, 17 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros and "Preparations for FINANCIAL REPRESSION"

Sat, 14 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros and "FINANCIAL REPRESSION in Asia and the US"

Thu, 12 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros and "FINANCIAL REPRESSION in Europe"

Tue, 10 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Ty Andros and "Understanding FINANCIAL REPRESSION"

Sat, 07 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Charles Hugh Smith and "Fake Wealth Creation"

Wed, 04 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Charles Hugh Smith and "The Let's Pretend Economy"

Tue, 03 Apr 2012 04:30 EST

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MACRO ANALYTICS - Special Co-Host Charles Hugh Smith and "Financialization"

Sun, 01 Apr 2012 09:30 EST

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LONGWave - Canaries in the Coal Mine

Sat, 25 Feb 2012 11:30 EST

Gordon T Long.com is getting major signals that the market is approaching an Intermediate Term reversal. This 27 Minute Audio presentation accompanied by 24 slides outlines the signals being received along with the critical dates to watch between LTRO 2 and the April FOMC meeting. Seldom has our list been this long or this glaring. The Canaries are dead in the Coal Mine and caution is advised.

Euro Experiment - ECB LTRO will not stop Collateral Contagion

Thu, 15 Dec 2011 11:30 EST

A detailed Technical Analysis update on Gold and Silver. A 25 minute audio with 24 accompanying slides

LONGWave - Gold and Silver - An Opportunity

Wed, 28 Dec 2011 10:30 EST

We would argue that the EU problem short term is a shortage of real collateral and that US dollar cash, versus encumbered cash flow, is now king. It is clear that the rampant advancing Collateral Contagion in the eurozone will quickly eat the futile LTRO attempt like ravenous wolves. A well circulated Tweet from PIMCO bond king Bill Gross said it all. What does LTRO stand for 1- A shell game, 2-Cash for trash, 3 Three-card Monti, or 4. All of the above. Here is the stark reality of what forced the ECB to offer unprecedented three year loans at absurd rates and most alarmingly, the acceptance of collateral that no other financial institutions will accept. The ECB has sacrificed its balance sheet in yet another EU kick at the can. We lay out 13 reasons why this is true yet being kept from the public.

LONGWave - Volume and Volatility

Mon, 12 Dec 2011 11:30 EST

A Technical Analysis look at current market volume,volatility, risk-off and Fibonacci Time sequencing. A 26 minute audio with 19 accompanying slides

GLOBAL INSIGHTS - Who Are These Men

Fri, 11 Nov 2011 11:30 EST

Who are these two men who have suddenly been thrust into the public spotlight to assume power in Greece and Italy. Who selected Mario Monti to replace Silvio Berlusconi in Italy and Lucas Papademos to replace George Papandreou in Greece. Waht are their backfrounds. Also discussed is how Nicholos Sarkozy is frantrically trying to ring fence france before the European debt crisis swamps it. - 12 Slides

GLOBAL INSIGHTS - ROUND TABLE - RICK DAVIS - 2

Thu, 10 Nov 2011 11:30 EST

In this second of a two part round table discussion, Rick Davis of the Consumer Metrics Institute discusses Consumer Spending trends, what the real numbers are and what they are telling us about consumer sentiment and futire GDP reports.

GLOBAL INSIGHTS - Italian Bombs

Wed, 09 Nov 2011 11:30 EST

Italian Yields are blowing up, the yield curve has inverted and the Italian-German Spread has pushed well past 5.5 percent. Margin calls are to be expected. French-german spreads are approaching 1.5 percent. If the ECB doesn't step in aggressively within 24 hours we have another Lehman on our hands. - 6 Slides

GLOBAL INSIGHTS - ROUND TABLE - RICK DAVIS - 1

Tue, 08 Nov 2011 11:30 EST

In this first of a two part round table discussion, Rick Davis of the Consumer Metrics Institute discusses the US Preliminary Q3 GDP report and what the real numbers and message is. - 3 Slides

GLOBAL INSIGHTS - Merkel Says NO to Surrendering Gold

Mon, 07 Nov 2011 11:30 EST

A lot of pressure was applied to National Central Bank pledging their foreign reserve holdings to fund the EU bailout. Whether SDRs or Gold the rebuttal from Frau Merkel was firm - Nien! - 13 Slides

GLOBAL INSIGHTS - Empty Promises

Sat, 05 Nov 2011 11:30 EST

Gord and Ty examine the final results of the G-20 Summit in Cannes, France. It was a major disappointment in assisting with a solution to the Euro crisis buit was certainly entertaining - chalk full of hidden agendas and Global power politics. - 13 Slides

GLOBAL INSIGHTS - ROUND TABLE - JOHN WILLIAMS - 3

Fri, 04 Nov 2011 11:30 EST

In this third of three round table discussions, John Williams of the well followed ShadowStats.com discusses Money Supply and Money Velocity.

GLOBAL INSIGHTS - ROUND TABLE - JOHN WILLIAMS - 2

Thu, 03 Nov 2011 11:30 EST

In this second of three round table discussions, John Williams of the well followed ShadowStats.com discusses the real US Unemployment level.

GLOBAL INSIGHTS - Greek Referendum - Bonds or Bombs Away

Wed, 02 Nov 2011 11:30 EST

Greek Prime Minister Papandreou dropped a bomb WHICH WILL have profound implications for the global financial markets in the days ahead. A Greek referendum destabilizes world financial markets at precisely the wrong time. With CDS Hedging being effectively and unintentionally obsoleted at last weeks EU Summit, the game is now a forced risk reduction or RISK OFF. - 8 Slides

GLOBAL INSIGHTS - ROUND TABLE - JOHN WILLIAMS - 1

Tue, 01 Nov 2011 11:30 EST

In this first of three round table discussions, John Williams of the well followed ShadowStats.com discusses Q3 US Gross Domestic Product announced last weekand, the reported deflator and the real US inflation rate. You can only hide the truth so long.

GLOBAL INSIGHTS - EFSF Goes Begging

Mon, 31 Oct 2011 11:30 EST

The EFSF received a poor reception from both China and Japan as it went begging for funds to leverage the European Financial Stabilization Fund. The market is reacting accordingly as Italian bonds are still above 6.2 despite ECB intervention. The concern is the spread with german Bunds at over 4.5 percent which triggers collateral calls. This was what triggered the Irish bond collapse. If this is not bad enough, Portugal and Spain are rapidly worsening. Gord stresses to watch out for problems at the Cajas and Landesbanks with derivative bets. - 8 Slides

LONGWave - Beware of Euro Weakness

Fri, 28 Oct 2011 22:30 EST

The EU Summit will prove an implementation disappointment. This 35 Minute Audio Presentation, with 25 supporting slides, discusses the Technical factors presently at play within the World Financial Markets. Highlighted are the Global Macro drivers of Currencies and Yields, that are currently driving commodities, hard currencies and the global equity markets. The US Standard and Poors 500 is specifically discussed.

GLOBAL INSIGHTS - Weekly Wrap

Fri, 28 Oct 2011 11:30 EST

The EU Summit communique is analysed in this audio, along with President Barack Obamas London Financial Times article. Why the article by a standing President, why a foreign paper financial, why now, and who really is his intended audience? The EU Summit this week was only round one. Next weeks G20 meeting in Cannes France may be an even bigger surprise. It better be, because global economic and financial condition are deteriorating faster than even we had anticpated. - 11 Slides

GLOBAL INSIGHTS - ROUND TABLE - BERT DOHMEN - 3

Thu, 27 Oct 2011 11:30 EST

In this third round table, noted Technician and long term publisher of the Wellington Letter, Bert Dohmen discusses Gold, Global Markets and what the future holds. 3 Slides

GLOBAL INSIGHTS - US Economy

Wed, 26 Oct 2011 11:30 EST

There are some very scary statistics starting to emerge regarding the European Banking situation. Even for us it appears more serious than we had thought. This is discussed prior to reviewing some of the key highlights on the economic condition of the US. It is not pretty and the future does not bode well unless significant policy changes are debated and enacted. The cornerstones of such debates are highlighted. - 11 Slides

GLOBAL INSIGHTS - Pot Pourri

Mon, 24 Oct 2011 11:30 EST

The weekend EU Summit following the Friday Troika news bomb, the BCA statisitics on EU bank Tangible Common Equity to Total Assets, the Total Global Debt by Country and the results of our European Capitalization Model are all discussed with slides. - 7 Slides

UNDER THE LENS - US Economic Update

Sun, 23 Oct 2011 11:30 EST

A 42 Minute Audio Presentation, with 25 supporting slides which discusses the current US Economic situation. A broad range of subjects are covered including, US chronic unemployment, the US Output Gap, the growing Misery Index, the US Fiscal Deficit and looming issue of US social unrest. The American Autumn has arrived, following the European Summer and the Arab Spring.

UNDER THE LENS - French-German EU Disagreement

Sat, 22 Oct 2011 11:30 EST

A 45 Minute Audio Presentation, with 20 supporting slides, outlining the EU crisis situation presently holding the world financial markets hostage. Focus is on the root cause of the French-German disagreement, the underlying EU structural problems, the likely outcome, along with investment exposures and opportunities.

GLOBAL INSIGHTS - Italian Bonds

Fri, 21 Oct 2011 11:30 EST

Italian Bond yields rose above 6.00 percent this week dispite three ECB intervention attempts. A 20 percent guarantee for Italian and Spanish bonds by the EFSF would almost guarantee the loss of the coveted French AAA rating, a cornerstone of all bailout proposals. Sarkozy and Merkel are in a box of their own doing and a 497B Euro recapitalization is required according to Ty and 437B according to Gords June assessment, which he still stands by. - 11 Slides

GLOBAL INSIGHTS - Unpayable and Inextinguishable

Wed, 19 Oct 2011 11:30 EST

Gord and Ty discuss the widening TED spread, the widening German-French Bond spread as well as the accelerating French bond sell off. Also discussed is looming problems in Central and Eastern Europe and the trajectory of the US Fiscal Budget. 10 Slides

GLOBAL INSIGHTS - Pot Pourri

Mon, 17 Oct 2011 11:30 EST

Gord and Ty discuss the results of the G20 Finance Ministers Meeting in Paris over the weekend, the minimally 7-8 Trillion Euro Over-Banking problem in the EU, the Japanese Carry Trade unwind due to the Euro-Yen Cross and other key Global Macro issues. 7 Slides

GLOBAL INSIGHTS - Weekly Wrap

Fri, 14 Oct 2011 11:30 EST

Gord and Ty discuss the upcoming G20 Finance Ministers Meeting in Paris, what the next frantic four weeks prior to the G-20 Summit in Cannes,France will entail for EU Policy leaders and what the much anticpated financial bazooka is likely to look like. 7 Slides

GLOBAL INSIGHTS - ROUND TABLE - BERT DOHMEN - 2

Thu, 13 Oct 2011 11:30 EST

Noted Technician and long term publisher of the Wellington Letter, Bert Dohmen discusses Gold, Global Markets and what the future holds with Gord and Ty. 3 Slides

GLOBAL INSIGHTS - Gold, Silver and Commodities

Wed, 12 Oct 2011 11:30 EST

Gord reviews the technical landscape for Commodities, Gold and Silver within the context of the current global macroeconomic environment. 11 Slides

GLOBAL INSIGHTS - ROUND TABLE - BERT DOHMEN - 1

Tue, 11 Oct 2011 11:30 EST

Noted Technician and long term publisher of the Wellington Letter, Bert Dohmen discusses global markets and commodities with Gord and Ty. 6 Slides

GLOBAL INSIGHTS - Pot Pourri

Mon, 10 Oct 2011 11:30 EST

A broad ranging discussion from weekend developments regarding the Sarkozy-Merkel ermergency summit meeting on banking recapitalization, to OccupyWallStreet, to the failure of socialism over capitalism in the world today. 9 Slides

GLOBAL INSIGHTS - Tech Talk

Fri, 07 Oct 2011 11:30 EST

The focus is on the present technical landscape for the SP 500, US Dollar and US Tresuries. All are considered in the context of the current Global Macro environment. 11 Slides

GLOBAL INSIGHTS - Smoot-Hawley,Morgan-Stanley and Dexia

Wed, 05 Oct 2011 11:30 EST

The issues with the 1930 Smoot-Hawley Tariff Act are compared to the US Currency Exchange Rate Oversight Act of 2011 now before congress. The escalating problems at Morgan Stanley and the pending nationalization of the Begium-French Bank Dexia are also outlined. 10 Slides

GLOBAL INSIGHTS - American Autumn

Mon, 03 Oct 2011 11:30 EST

Gord and Ty discuss the growing OccupyWallStreet demonstrations, the crisis at the Belgium-French bank DEXIA and the futher confirmations of a potential concern with 2012 earnings guidance. 11 Slides

GLOBAL INSIGHTS - Moving from Worried to Scared

Fri, 30 Sep 2011 11:30 EST

Gord and Ty discuss their growing concerns with increasing volatility in the global markets due to rumors and false expectations of government intervention. We saw the same thing prior to and during the Lehman Bros. financial crisis. 10 Slides

GLOBAL INSIGHTS - Correlated Markets

Wed, 28 Sep 2011 11:30 EST

Gord outlines his increasing concerns about the level of correlation in the Global financial markets. It reminds him of the era of Portfolio Insurance and the advent of Dynamic Hedging prior to the 1987 crash. 9 Slides

GLOBAL INSIGHTS - Pot Pourri

Mon, 26 Sep 2011 11:30 EST

Gord presents a very interesting slide from Ned Davis that confirms we are potentially in for a very rough 2012. 5 Slides

GLOBAL INSIGHTS - Weekly Wrap

Fri, 23 Sep 2011 11:30 EST

Gord outlines what he is seeing and hearing first hand in Europe. 8 Slides

GLOBAL INSIGHTS - Indecision and No Leadership

Wed, 21 Sep 2011 11:30 EST

Gord outlines what he is seeing and hearing first hand in Europe and the confirmation of his overall concerns with European banks. 11 Slides

GLOBAL INSIGHTS - Pot Pourri

Mon, 19 Sep 2011 11:30 EST

Gord outlines what he is seeing and hearing first hand in Germany and Austria.

GLOBAL INSIGHTS - EU Breaking

Wed, 14 Sep 2011 11:30 EST

Gord outlines what he is seeing and hearing first hand in Europe. 11 Slides

GLOBAL INSIGHTS - Paris France

Mon, 12 Sep 2011 11:30 EST

Gord outlines what he is seeing and hearing first hand in Paris and as the French banking crisis escalates and rumors of French banl insolvency spread. 9 Slides

GLOBAL INSIGHTS - Weekly Wrap

Fri, 09 Sep 2011 11:30 EST

The Weekly Wrap covers a broad range items including the expactations that PE Compression and Earnings outlook forecast reduction can be expected. 10 Slides

GLOBAL INSIGHTS - Pot Pourri

Wed, 07 Sep 2011 11:30 EST

It was not a holiday weekend in Europe and the markets took it on the chin during US Labor Day Holiday Monday. The Swiss Franc intervention, the fact that the EU banks now have net zero issuance of bank debt YTD in 2011, that the ECB deoposit facility at the NY Fed is growing, the Birth-Death model and Bernanke options are all discussed. 10 Slides

GLOBAL INSIGHTS - Weekly Wrap

Fri, 02 Sep 2011 11:30 EST

Weekly Wrap. The Global Economic indicators are confirming that they have rolled over and are headed dowen at a surpizing rate. 11 Slides

GLOBAL INSIGHTS - Market Correlations

Wed, 31 Aug 2011 11:30 EST

The SPX maretk correlation is sending a signal we haven't seen since just prior to the 1987 market crash. It was a US currency event as are other similarities such as the dominant use of Dynamic Hedging and Risk transfer. 5 Slides

GLOBAL INSIGHTS - Truth Bombs

Tue, 30 Aug 2011 11:30 EST

The discussion focuses on the new IMF head, Christine Lagarde's speech at the Jackson Hole, Wyoming Monetary Conference. A Truth Bomb went off. The starting GDP release is also discussed as is shown in some very telling charts from dshort.com 6 Slides

GLOBAL INSIGHTS - Stealth QE III

Thu, 25 Aug 2011 11:30 EST

Gord reviews his Under The Lens analysis of what the Federal Reserve is planning and what to expect from Chairman Ben Bernankes Jackson Hole Wyoming Monetary Policy speech. 13 Slides

GLOBAL INSIGHTS - Gold and Silver Update

Wed, 24 Aug 2011 11:30 EST

Gord reviews the Technicals of Gold and Silver with an eye to a pending violent correction. Buy Right and Sit Tight is the only way to play a hyperbolic market rise when volatility reains supreme. 12 Slides

GLOBAL INSIGHTS - All Eyes On Jackson Hole

Mon, 22 Aug 2011 11:30 EST

The world now waits and speculates on what US Federal Reserve Chairman Ben Bernanke will leak in his much anticipated annual speech, Friday August 26th at the Jackson Hole, Wyoming Monetary Conference. Gordon has some strong views and facts on what we are being set up for. You need to fully understand Reverse Repos, Non Borrowed Reserves and Contingent Liabilities to appreciate the Stealth QE III which is about to be unleashed on the global financial markets. 8 Slides

GLOBAL INSIGHTS - Kicking the Can Down the Road

Fri, 19 Aug 2011 11:30 EST

The recent European market rout was the worst in 3 years according to the WSJ. The dramatic market action MAY push leaders to accelerate the drive towards fiscal integration, although there's ABSOLUTELY no news on this front at all. It doesn't sound like any real action is happening to make this happen. The politics of it are also horrible, as taxpayers in the "core" - Germany, or perhaps Germany and France - will see themselves as perpetually bailing out their neighbors. Greece is still a hot story, as the second bailout is not assured given the growing demands among various countries that Greece put up some kind of collateral. Greece doesn't have a ton of time on this, either. It feels like "endgame" or the "beginning of the European Union endgame" is coming in a matter of days—weeks at the very most. 17 Slides

GLOBAL INSIGHTS - The Certainty of the Printing Press

Wed, 17 Aug 2011 11:30 EST

Now that this huge ballooning monetary expansion caused by leverage has become unwieldy and unmanageable with indefinable liability, public serpents HAVE BEEN and CONTINUE TO transfer the liability to the public through direct and indirect guarantees…The debt MATURITY wall looms. Unimaginable amounts of borrowing in the public and private sectors must roll in the next 3 years… 16 Slides

GLOBAL INSIGHTS - Job-versus-Economic Growth Cycle

Mon, 15 Aug 2011 11:15 EST

Gord and Ty discuss the highlights of the Jobs, Consumer Confidence, Consumption and Economic Growth Cycle. It isn't pretty dispite the political and media spin. 18 Slides

UNDER THE LENS - Job-versus-Economic Growth Cycle

Fri, 12 Aug 2011 11:15 EST

Gord presents in detail the Jobs, Consumer Confidence, Consumption and Economic Growth Cycle. It isn't pretty dispite the political and media spin. 18 Slides

GLOBAL INSIGHTS - Breaking Support

Fri, 12 Aug 2011 11:15 EST

We presently have a perfect Economic Storm blowing. First, US Debt problems and the fallout of the recent US Credit downgrade shook the financial markets. Secondly, the Sovereign Debt Crisis in Europe that has shifted from the Outter Core of Spain and Italy to the Inner Core of France. French banking concerns have rocked the market this week. Thirdly, the YEN continues to strengthen and the BOJ appears unable to halt the rise along with the consequential devastating unwinding of the YEN Carry Trade. All these and other factors have contributed to the markets breaking critical technical support and doing serious technical damage to the global financial markets. Gord reviews some of his current charts from his LONGWave Technical Service to determine market support. 17 Slides

GLOBAL INSIGHTS - Post Sunday Reaction

Mon, 08 Aug 2011 11:15 EST

As expected and outlined during our special Sunday broadcast the ECB, G7 and G20 all rushed out with their statements. However, political chaw-boning is no longer going to work. The Politicians are going to have to address and solve the problems that they first avoided through Extend and Pretend, then slickly Kicked the Can Down the Road and now have adopted a Fake it Until They Make It Strategy. With the Dow down over 600 point the message is clear. Keynesian policies have failed, our elected officials have failed us and now the markets are waking up to the illusions created by false government statistics. Look next for the Plunge Protection Team to swing into action the moment selling momentum weakens. Again, government solutions are manipulation and collusion, versus real solutions to real problems - not political solutions to practical problems. 10 Slides

GLOBAL INSIGHTS - Emergency Sundays Again

Sun, 07 Aug 2011 11:15 EST

Like 2008 and 2009 we are back to emergency crisis meetings and announcments on Sunday. The Standard and Poors downgrade, Yen intervention failure and a crisis at the ECB over Italy and Spain bond prices has prompted another busy Sunday. Gord and Ty lay out the issues and what to expect including technical support. 11 Slides

GLOBAL INSIGHTS - Six Reasons

Sat, 06 Aug 2011 11:15 EST

Six Reasons for the 500 point DOW drop. 8 Slides

GLOBAL INSIGHTS - Piercing Keynesian Illusions

Thu, 4 Aug 2011 11:10 EST

Analyse markets in REAL terms. If you don't you can't compete. 15 Slides.

GLOBAL INSIGHTS - US Debt Deal

Tue, 02 Aug 2011 11:05 EST

The US Debt Deal leaves US Treasuries open to a downgrade by the rating agencies. The Market knows this and will soon react to it. 10 Slides

GLOBAL INSIGHTS - Weekly Wrap

Fri, 29 Jul 2011 11:00 EST

The US Debt Deal and European CDS spreads. Things are not good in Italy. 11 Slides

GLOBAL INSIGHTS - Depression Written Into Law

Wed, 27 Jul 2011 11:00 EST

The regulations and laws now being legislated are of major issue to investors. Here is what you need to know. 20 Slides.

GLOBAL INSIGHTS - Q2 Earnings

Mon, 25 Jul 2011 11:00 EST

There are major clues in the US earnings guidance and European results to suggest what is ahead. 14 Slides

GLOBAL INSIGHTS - Weekly Wrap

Fri, 22 Jul 2011 11:00 EST

We need to talk about Europe again. It aint getting better. It is getting worse again. 6 Slides

GLOBAL INSIGHTS - Sentiment and EU Bonds

Wed, 20 Jul 2011 11:00 EST

Sentiment continues to signal problems. EU sovereign Bonds are broken. What is the ECB waiting for. 14 Slides.

GLOBAL INSIGHTS - EU Stress Tests

Mon, 18 Jul 2011 11:00 EST

EU Stress Tests simply do not address the central issue of sovereign debt default or haircuts. Either problem means a massive EU banking crisis is in the near term horizon. 11 Slides

GLOBAL INSIGHTS - Beware of France

Fri, 15 Jul 2011 11:00 EST

France has a strategy. Do you know what it is. It will surprise you. We lay it out in scary detail 12 Slides

GLOBAL INSIGHTS - Bang You are Dead

Wed, 13 Jul 2011 11:00 EST

The truth of the Non Farm Payrolls and EU CDS spreads. 13 Slides.

GLOBAL INSIGHTS - Boots on the Ground

Mon, 11 Jul 2011 11:00 EST

Ty tells us what he is seeing in Europe live from Heathrow airport. It has un-nerved him.

GLOBAL INSIGHTS - The UK

Fri, 08 Jul 2011 11:00 EST

We have not talked about the UK in awhile. How can austerity work with these numbers. These slides could just as easily be US. 12 Slides

GLOBAL INSIGHTS - Pot Pourri

Wed, 13 Jul 2011 11:00 EST

DSK. France has another slick idea. Unfortunately it works best for the French banks. French politics is ugly. 9 Slides.

GLOBAL INSIGHTS - Weekly Wrap

Fri, 01 Jul 2011 11:00 EST

Discussion and Debate

EURO EXPERIMENT - EU- A Flawed Foundation, But a Brilliant Strategy

Wed, 01 Jun 2011 09:30 EST

It was the perception of getting something of value without any meaningful sacrifice that initially fostered the EU Monetary Union. Though the countries of Europe were fiercely nationalistic they were willing to surrender minor sovereign powers only if it was going to prove advantageous to them. They were certainly unwilling to relinquish sufficient sovereignty to create the requisite political union required for its success. After a decade long trial period it is now time to pay the price for Monetary Union. I suspect that the EU membership is unwilling to do so. Though they likely will see the price as too high to do so, the price to not do so has become even greater. They have unwittingly been trapped by a well crafted strategy. READ MORE

GLOBAL INSIGHTS - Asian and China

Wed, 01 Jun 2011 11:00 EST

Audio Discussion and Debate.

CURRENCY WARS - The Economic Death Spiral Has Been Triggered

Fri, 27 May 2011 09:30 EST

For nearly 30 years we have had two Global Strategies working in a symbiotic fashion that has created a virtuous economic growth spiral. Unfortunately, the economic underpinnings were flawed and as a consequence, the virtuous cycle has ended. It is now in the process of reversing and becoming a vicious downward economic spiral. One of the strategies is the Asian Mercantile Strategy. The other is the US Dollar Reserve Currency Strategy. These two strategies have worked in harmony because they fed off each other, each reinforcing the other. However, today the realities of debt saturation have brought the virtuous spiral to an end. READ MORE

GLOBAL INSIGHTS - Market Wrap

Fri, 27 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS FOCUS - John Rubino - Geo-Politics of the US Dollar

Thu, 26 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Bond or Bomb Market

Wed, 25 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Mon, 23 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Market Wrap

Fri, 20 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS FOCUS - John Rubino - US Dollar Outlook

Thu, 19 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - GREECE

Wed, 18 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Mon, 16 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Real Estate Update

Wed, 11 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Mon, 09 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Weekly Wrap

Fri, 06 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Jobs and Profits

Wed, 04 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Mon, 02 May 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Weekly Wrap

Fri, 29 Apr 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Crescendo

Wed, 27 Apr 2011 11:00 EST

Audio Discussion and Debate.

CURRENCY WARS - Debt Saturation and Money Illusion

Wed, 27 Apr 2011 09:30 EST

Most of the clearly evident financial problems that surround us today stem from one cause - Debt Saturation. Most, intuitively, sense this to be a correct assessment but few can either prove it or articulate it to the less sophisticated. Let me arm you to be the "Nostradamus" amongst your friends and colleagues in explaining the problem and what the future therefore foretells. However, let me make it very clear, this will not make you popular. Smart maybe, but highly likely to make you unwanted at the social gatherings of the genteel. READ MORE

GLOBAL INSIGHTS - US Debt Warning

Mon, 25 Apr 2011 11:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - US Debt Warning

Fri, 22 Apr 2011 11:00 EST

Audio Discussion and Debate.

CURRENCY WARS - Bernankes QEx Box

Thu, 21 Apr 2011 10:00 EST

Chairman Bernanke has placed himself in a box. It is not a box of his choosing, but rather the result of his misguided economic beliefs, use of flawed statistical data, geo-political events occurring during his watch, poor decisions and a penchant for political pandering. Some of these may be requirements for academia success but not for leading global financial markets during turbulent times. It is time for Professor Bernanke to return to the collegial setting of Princeton University while the world still has time to correct the path he has mistakenly set us on. READ MORE

GLOBAL INSIGHTS - Pot Pourri

Mon, 18 Apr 2011 11:50 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Wed, 13 Apr 2011 11:50 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Mon, 11 Apr 2011 11:50 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Fri, 08 Apr 2011 11:50 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Debt Saturation

Wed, 06 Apr 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - New Highs

Mon, 04 Apr 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - A Nation of Takers Not Makers

Fri, 01 Apr 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Another European Crisis

Wed, 30 Mar 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Shift in Tipping Points

Mon, 28 Mar 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - US Dollar Perspectives

Fri, 25 Mar 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Pot Pourri

Wed, 23 Mar 2011 12:00 EST

Audio Discussion and Debate.

GLOBAL INSIGHTS - Financial Tsunami

Mon, 21 Mar 2011 12:00 EST

Audio Discussion and Debate.

CURRENCY WARS - RIP Shadow Banking System, Long LIve QEx

Mon, 14 Mar 2011 11:00 EST

We have unwittingly become trapped in the snarled net of years of bad Public Policy. Like corporations that look no further than this quarter's results, our politicos never stop campaigning to start the tough task of ruling responsibly. A winning election simply represents 'rewards' and 'spoils' to all before quickly resuming the next campaign. Image has become reality! As a result the never ending political pandering has led to false expectations, undeliverable entitlements and false optimism in the electorate that rejects the immediate and obvious realities. The result of a degenerated political leadership process is we are on the brink of a massive and sudden reduction in the US standard of living. READ MORE

CURRENCY WARS - Flash Points in the Age of Rage

Mon, 07 Mar 2011 10:00 EST

The conflict in North Africa was a predictable outcome of the US Monetary Policy of Quantitative Easing. It is not plausible that the US Federal Reserve, as the manager of the world's Reserve Currency, did not fully recognize the global ramifications of such monetary inflationary actions well in advance. Quantitative Easing like the Intercontinental Ballistic Missiles (ICBM) of the cold war era has had the same devastating pre-emptive impact on Libya. There can also be little doubt that the bi-monthly meetings of the Bank of International Settlements (BIS) board of directors, which specifically meet to discuss coordinated monetary policy outcomes, did not consider this eventuality. The board of directors of this global power center includes all G7 Central Banks chiefs, with the conspicuous absence of a single member of the Arab League not receiving US military financial aid. Our Process of Abstraction research methodology has been signaling looming political conflict and social tensions for eighteen months. Our Tipping Points have proven once again to be surprisingly accurate predictors. Though Tunisia as an initial flash point was somewhat of a surprise, we knew it was going to soon emerge somewhere due to serious inflationary pressures injected into the global macro. As we will discuss, it is a direct result of the US policy of Quantitative Easing(QE) igniting global inflation in food and basic resources of survival. The social unrest this triggers is still in the early stages of what we call the Age of Rage. READ MORE

TIPPING POINTS - Mapping the Critical 2011 Themes

Wed, 02 Mar 2011 10:00 EST

The conclusions of our "2011 Thesis - Beggar-thy-Neighbor" was that the world is on a glide path towards a global Fiat Currency Failure and the emergence of a New World Order. We are unclear whether it is planned or happenstance, but what the regularly conducted abstraction mapping process clearly indicates is that it is presently a high probability outcome. The paper (which will be made available to non subscribers March 11th, 2011- a free sign-up is available) uses the Process of Abstraction to avoid the media noise, abstract the facts, synthesis key macro drivers and then arrive at the likely and highest probability outcomes. In the recent article "2011 Tipping Points" we laid out the 37 major Tipping Points we are presently tracking. These Tipping Points are show on the left hand side of the two charts below, which are the basis upon which our ongoing analysis process begins. These highly simplified representations of the process gives the reader a graphical perspective on what leads us to our conclusions. READ MORE

MARKET ANALYTICS - March 2011

Wed, 23 Feb 2011 11:00 EST

The unabridged 48 page Monthly Market Analytics and Technical Analysis report for March 2011 is now available on the Tipping Points web site. NOTE A regulatory disclaimer document must be read and approved prior to reviewing the complete report. READ MORE

TIPPING POINTS - 2011 Tipping Points

Wed, 23 Feb 2011 10:00 EST

Throughout my 2010 article series Extend and Pretend and Sultans of Swap I stressed that we were rapidly moving from the Financial Crisis of 2008, through the Economic Fallout of 2009 - 2010, towards a Political Crisis in 2011 - 2012. We are now clearly beginning to see the early emergence of the final part of this continuum. From North Africa to Wisconsin all are fundamentally based on the single insidious underlying problem - excessive global debt and credit levels. The global macroeconomic environment appears to be rapidly unraveling. The situations in North Africa through the Middle East are blatant proof of social unrest and accelerating political instability. Food shortages and inflation pressures are now driving people into the streets. When you feel the hunger in your stomach and see it in the eyes of your children, it quickly erupts and motivates people to action. It is now time to revisit our Tipping Points framework to see where this is leading. A framework that is clearly pointing to a global fiat currency failure and an emerging new world order which is detailed in our 2011 Thesis - Beggar-thy-Neighbor. READ MORE

EURO EXPERIMENT - Beware of Looming North Africa and EU Bank Runs

Wed, 02 Feb 2011 10:00 EST

This is a warning to prepare for potential stealth bank runs cascading from North Africa and Ireland through to EU regional banking centers. Stealth bank runs are the unrecognized and perilous serpent lurking presently below the European financial surface. They prey on slower moving archaic bond vigilantes and anyone else swimming in these dangerous uncharted waters. Investors need to fully appreciate that a modern bank run looks and operates differently than what is depicted in the movies and what we most likely expect to occur. READ MORE

MARKET ANALYTICS - February 2011

Wed, 26 Jan 2011 10:00 EST

The unabridged 39 page Monthly Market Analytics report for February 2011 is now available on the Tipping Points web site. A Scribd document and .pdf version are both available. READ MORE

CURRENCY WARS: Debase Default Deny

Wed, 20 Oct 2010 10:00 EST

In September 2008 the US came to a fork in the road. The Public Policy decision to not seize the banks, to not place them in bankruptcy court with the government acting as the Debtor-in-Possession (DIP), to not split them up by selling off the assets to successful and solvent entities, set the world on the path to global currency wars. By lowering interest rates and effectively guaranteeing a weak dollar, the US ignited an almost riskless global US Dollar Carry Trade and effectively triggered an uncontrolled Currency War with the mercantilist, export driven Asian economies. We are now debasing the US dollar with reckless spending and money printing with the policies of Quantitative Easing (QE) I and the expectations of QE II. Both are nothing more than effectively defaulting on our obligations to sound money policy and a strong US Dollar. Meanwhile with a straight face we deny that this is our intention. READ MORE

CURRENCY WARS: Misguided US Economic Policy

Wed, 13 Oct 2010 10:00 EST

The critical issues in America stem from minimally a blatantly ineffective public policy, but overridingly a failed and destructive Economic Policy. These policy errors are directly responsible for the opening salvos of the Currency War clouds now looming overhead. Dont be fooled for a minute. The issue of Yuan devaluation is a political distraction from the real issue, a failure of US policy leadership. In my opinion the US Fiscal and Monetary policies are misguided. They are wrong. I wrote a 66 page thesis paper entitled Extend and Pretend in the fall of 2009 detailing why the proposed Keynesian policy direction was flawed and why it would fail. I additionally authored a full series of articles from January through August in a broadly published series entitled Extend and Pretend detailing the predicted failures as they unfolded. Dont let anyone tell you that what has happened was not fully predictable! Now after the charade of Extend and Pretend has run out of momentum and more money printing is again required through Quantitative Easing (we predicted QE II was inevitable), the responsible US politicos have cleverly ignited the markets with QE II money printing euphoria in the run-up to the mid-term elections. Craftily they are taking political camouflage behind an undervalued Yuan as the culprit for US problems. Remember, patriotism is the last bastion of scoundrels READ MORE

PRESERVE and PROTECT: The Jaws of Death

Wed, 15 Sep 2010 10:00 EST

The United States is facing both a structural and demand problem - it is not the cyclical recessionary business cycle or the fallout of a credit supply crisis which the Washington spin would have you believe. It is my opinion that the Washington political machine is being forced to take this position, because it simply does not know what to do about the real dilemma associated with the implications of the massive structural debt and deficits facing the US. This is a politically dangerous predicament because the reality is we are on the cusp of an imminent and significant collapse in the standard of living for most Americans. The politicos proven tool of stimulus spending, which has been the silver bullet solution for decades to everything that has even hinted of being a problem, is clearly no longer working. Monetary and Fiscal policy are presently no match for the collapse of the Shadow Banking System. A 2.1 Trillion YTD drop in Shadow Banking Liabilities has become an insurmountable problem for the Federal Reserve without a further and dramatic increase in Quantitative Easing. The fallout from this action will be an intractable problem which we will face for the next five to eight years, resulting in the Jaws of Death for the American public.The Jaws of Death is the crushing squeeze of a shrinking gap between incomes and a rising burden of the real cost of debt burdens. Many may say there is nothing new in this, but I would respectfully disagree. There is a widespread misperception of what is actually evolving that stops voters from forcing politicians to address Americas substantial underlying dilemma. It also stops investors from positioning themselves correctly. READ MORE

INNOVATION: America has a Structural Problem

Wed, 8 Sep 2010 10:00 EST

I gave President Barrack Obama 6 months to roll-out his doomed Keynesian policies, 12 months to discover they were flawed and 18 months to realize that the solution to Americas problems must lie within a different economic framework. I had hoped by the end of 24 months to see new policies closer to an Austrian economic philosophy emerge. I was wrong. Though, even the Wall Street Journal recently featured an article on the re-emergence of the Austrian School of Economic philosophy, it would appear that President Obamas administration still neither gets it, nor I am afraid ever will. Key defections by his leading economic advisors, talk of the need for QE II and a Stimulus II, and a political collapse in public confidence suggests a growing awareness that Keynesian policies are not working, as many predicted they wouldnt. Obama's exciting rhetoric of Hope and Change has left myself and the majority of recent polled Americans disillusioned and disappointed. What I see the administration failing to grasp is twofold I-America has a Structural problem, not a cyclical business cycle problem. Though the cyclical business cycle was greatly worsened by the financial crisis, I would argue that the structural problem facing the US is actually a contributor to what caused the financial crisis. II- America has a Credit demand problem, not a Credit supply problem. It isnt that the banks wont lend, but rather that few can any longer afford or qualify (on any reasonably and historically sound basis) to borrow. READ MORE

PRESERVE and PROECT: Mapping the Tipping Points

Wed, 18 Aug 2010 12:00 EST

The economic news has turned decidedly negative globally and a sense of quiet before the storm permeates the financial headlines. Arcane subjects such as a Hindenburg Omen now make mainline news. The retail investor continues to flee the equity markets and in concert with the institutional players relentlessly pile into the perceived safety of yield instruments, though they are outrageously expensive by any proven measure. Like trying to buy a pump during a storm flood, people are apparently willing to pay any price. As a sailor it feels like the ominous period where the crew is fastening down the hatches and preparing for the squall that is clearly on the horizon. Few crew mates are talking as everyone is checking preparations for any eventuality. Are you prepared? What if this is not a squall but a tropical storm, or even a hurricane? Unlike sailors the financial markets do not have the forecasting technology to protect it from such a possibility. Good sailors before todays technology advancements avoided this possibility through the use of almanacs, shrewd observation of the climate and common sense. It appears to this old salt that all three are missing in todays financial community. Looking through the misty haze though, I can see the following clearly looming on the horizon. READ MORE

INNOVATION: What made America great is now Killing her

Wed, 11 Aug 2010 12:00 EST

What made America great was her unsurpassed ability to innovate. Equally important was also her ability to rapidly adapt to the change that this innovation fostered. For decades the combination has been a self reinforcing growth dynamic with innovation offering a continuously improving standard of living and higher corporate productivity levels, which the US quickly embraced and adapted to. This in turn financed further innovation. No country in the world could match the American culture that flourished on technology advancements in all areas of human endeavor. However, something serious and major has changed across America. Daily, more and more are becoming acutely aware of this, but few grasp exactly what it is. It is called Creative Destruction. It turns out that what made America great is now killing her! Our political leaders are presently addressing what they perceive as an intractable cyclical recovery problem when in fact it is a structural problem that is secular in nature. Like generals fighting the last war with outdated perceptions, we face a new and daunting challenge. A challenge that needs to be addressed with the urgency and scope of a Marshall plan that saved Europe from the ravages of a different type of destruction. We need a modern US centric Marshall plan focused on growth, but orders of magnitude larger than the one in the 1940s. A plan even more brash than Kennedys plan in the 60s to put a man of the moon by the end of the decade. America needs to again think and act boldly. First however, we need to see the enemy. As the great philosopher Pogo said: I saw the enemy and it was I. READ MORE

SULTANS OF SWAP: Gold Swaps Signal the Roadmap Ahead

Wed, 21 Jul 2010 12:00 EST

The news rocked the global gold market when an almost obscure line item in the back of a 216 page document released by an equally obscure organization was recently unearthed. Thrust into the unwanted glare of the spotlight, the little publicized Bank of International Settlements (BIS) is discovered to have accepted 349 metric tons of gold in a 14B swap. Why? With whom? For what duration? How long has this been going on? This raises many questions and as usual with all $617T of murky unregulated swaps, we are given zero answers. It is none of our business! Considering the US taxpayer is bearing the burden of $13T in lending, spending and guarantees for the financial crisis, and an additional $600B of swaps from the US Federal Reserve to stem the European Sovereign Debt crisis, some feel that more transparency is merited. It is particularly disconcerting, since the crisis was a direct result of unsound banking practices and possibly even felonious behavior. The arrogance and lack of public accountability of the entire banking industry blatantly demonstrates why gold manipulation, which came to the fore in recent CFTC hearings, has been able to operate so effectively for so long. It operates above the law or more specifically above sovereign law in the un-policed off-shore, off-balance sheet zone of international waters. Since President Richard Nixon took the US off the Gold standard in 1971, transparency regarding anything to do with gold sales, leasing, storage or swaps is as tightly guarded by governments as the unaudited gold holdings of Fort Knox. Before we delve into answering what this swap may be all about and what it possibly means to gold investors, we need to start with the most obvious question and one that few seem to ask. Who is this Bank of International Settlements and who controls it? READ MORE

EXTEND and PRETEND: StageI Comes to an End

Wed, 7 Jul 2010 12:00 EST

Both came to an end at the same time - the administrations policy to Extend and Pretend has run out of time as has the patience of the US electorate with the governments Keynesian economic policy responses. Desperate last gasp attempts are to be fully expected, but any chance of success is rapidly diminishing. Whether an unimpressed and insufficiently loyal army general, a fleeing cabinet budget chief or G20 peers going the austerity route, all are non-confidence votes for the Obama administrations present policies. A day after the courts slapped down President Obamas six month gulf drilling moratorium, the markets were unpatriotically signaling a classic head and shoulders topping pattern. With an employment rebound still a non-starter, President Obama as expected was found to be asking for yet another $50B in unemployment extensions and state budget assistance to avoid teacher layoffs. However, the gig is up - the policy of Extend and Pretend has no time left on the shot clock nor for another round of unemployment benefit extensions. A congress that is now clearly frightened of what it sees looming in the fall midterm elections is running for cover on any further spending initiatives. The US electorate has been sending an unmistakable message in all elections nationwide. READ MORE

SULTANS OF SWAP: BP Potentially More Devastating than Lehman

Wed, 30 Jun 2010 12:00 EST

As horrific as the gulf environmental catastrophe is, an even more intractable and cataclysmic disaster may be looming. The yet unknowable costs associated with clean-up, litigation and compensation damages due to arguably the worlds worst environmental tragedy, may be in the process of triggering a credit event by British Petroleum (BP) that will be equally devastating to global over-the-counter (OTC) derivatives. The potential contagion may eventually show that Lehman Bros. and Bear Stearns were simply early warning signals of the devastation lurking and continuing to grow unchecked in the $615T OTC Derivatives market. What is yet unknowable is what the reality is of BPs off-balance sheet obligations and leverage positions. How many Special Purpose Entities (SPEs) is it operating? Remember, during the Enron debacle Andrew Fastow, the Enron CFO, asserted in testimony nearly 10 years ago that GE had 2500 such entities already in existence. BP has even more physical assets than Enron and GE. Furthermore, no one knows the true size of BPs OTC derivative contracts such as Interest Rate Swaps and Currency Swaps. Only the major international banks have visibility to what the collateral obligations associated with these instruments are, their credit trigger events and who the counter parties are. They are obviously not talking, but as I will explain, they are aggressively repositioning trillions of dollars in global currency, swap, derivative, options, debt and equity portfolios. READ MORE

EXTEND and PRETEND: A Matter of National Security

Wed, 16 Jun 2010 12:00 EST

There is something seriously wrong in America. We all sense it, but few in the mainstream media are willing to touch it or can effectively articulate it within the public sound-bite oriented attention span. It is not just about the remnants of the financial crisis; it is not the protracted jobs recession and slow recovery; it is not the trillions of dollars in deficit spending; it is not the degree of rampant financial malfeasants. It is something deeper which reaches into the soul of who we are as a people and society. It will soon be the central theme to your investment strategy and financial security. On the surface it might appear we have lost our optimism about the future and our confidence that America is still the beacon on the hill that countries around the world admire and look to for leadership. Though our children mouth the platitudes taught by older generations, they ring hollow in the hallways with video surveillance, motion detectors and metal detectors when recite by them. The high minded ideals seem misplaced in unemployment lines where they stand with freshly minted advanced degrees in hand, huge education debts and little hope other than the faint possibility of a non-paying internship position. It is not that the American people have changed. Our government has changed. READ MORE

EXTEND and PRETEND: A Guide to the Road Ahead

Wed, 9 Jun 2010 12:00 EST

It will likely surprise you but like a trolley car we are now locked into economic tracks that determine our financial destination. Unfortunately, it isn't a place anyone would choose knowingly other than possibly the Bilderberg elite. Financially and economically we are lurching along, rocking from side to side with the occasional unexpected jarring flash crash jolt. But unlike a trolley line, for some reason no one seems to know what the destination is. Many are asking but few are willing to tell. This road is well traveled and documented if you were to take the time to study the maps and not rely on the happy face media spin doctors for directions. Since the route of the current global economic path is now locked in, we need to either accept the ride or hastily exit. I am up from my seat and headed for the door. What are you going to do? READ MORE

EXTEND and PRETEND: Confirming the Flash Crash Omen

Wed, 2 Jun 2010 12:00 EST

The highly discussed and quickly forgotten Flash Crash was an omen of what lies ahead for the financial markets. It was a uniquely distinctive occurrence relative to anything we have ever experienced. Likewise, what we are about to witness will be startling and never before observed by this generation of investors. After only thirty days the Flash Crash signal has become unambiguous and historians will wonder why the public did not react sooner to its clarion call. Over the last ten years we have systematically accelerated the shifting of risk through the advancement of three new strategies; Dynamic Hedging, Capital Arbitrage and Regulatory Arbitrage. Individually they may seem sound but when pyramided as we have done over this period of time, they set the stage for systemic instability. The underlying bedrock of this shaky pyramid is Dynamic Hedging. READ MORE

EXTEND and PRETEND: Its Either RICO Act or Control Fraud

Wed, 26 May 2010 12:00 EST

We are entering the Age of Rage. It is presently most visible in Europe as austerity programs that potentially could shred a half century of social entitlement advances are met with increasingly violent street demonstrations. It is seen in the US Tea Party rallies with their fury that the very fabric which the US capitalist system is based on is being destroyed and discarded. Unfortunately these demonstrations of rage are focusing on the effects and not the cause. The cause is a systemic plaque of unenforced financial control fraud. We have fraud that is so pervasive that it is now unknowingly institutionalized into our business and political culture. The sickening part is that it a like a cancer; if its not detected early, it will be too late to fight. We need to fully understand and prosecute the tenets of fraud before it is too late. READ MORE

Euro Experiment: German Steel or Schmucks

Wed, 19 May 2010 12:00 EST

The European Crisis is proving to be more of an unraveling than a contagion. I have long written that the European Monetary Union (EMU) constitution and Euro currency should be viewed in the context of a risky bet versus a sound regional monetary strategy. The odds of the EMUs survival are presently reflected in a plunging Euro, despite a historic and unprecedented intervention. This indicates that the EMUs existence in its current form is now a bad bet. The good news is that this is becoming obvious and it suggests that the serious governance flaws of the 17 year Euro Experiment may finally be addressed. It took a crisis to see its first test which has been the generally accepted view of when the euro experiment would prove its viability. The established momentum of the EU since its inception and its broad acceptance prove that its survival is presently a matter of European preference with most Eurozone members feeling it an absolute necessity. We would therefore expect to see the EU constitution reformed. What should concern investors the most however is how the mechanics of what will be a forced reform will unfold. The highly visible process will have profound implications to the stability of global financial markets and to a very tenuous global economic recovery. I see the long standing philosophical difference between Germany and France to be at the core of this potentially very public resolution. During the recent behind closed door emergency bailout negotiations, these differences are reported to have come to the fore. Additionally, Frau Merkel and Monsieur Sarkozy are very different personalities. Will Frau Merkel show German Steel or as the German tabloid Bild proclaimed on news of the Euro bailout, become schmucks? Will Sarkozy the ever populist media hound prove to be a true diplomat or display what Germans perceive as insulting French arrogance? Unfortunately, the world must wait and watch while financial markets will no doubt fluctuate wildly on the uncertainty of the outcome. What financial markets are oblivious to is just how crafty these two politicians are. There is more going on regarding a European strategy than the media once again fails to recognize and which I will speculate on later. READ MORE

Euro Experiment: EU Bullied into $1T Banking Bonanza

Wed, 5 May 2010 15:00 EST

Like a chess game, the bankers called checkmate against the EU political leaders on Friday May 5th, 2010. Two days later in an urgently called weekend meeting the EU finance ministers hurriedly announced the biggest bailout in history. Most people take more than two days to buy a car, but the frightened EU officials were pressured into reacting before the Asian markets opened Sunday evening. This is eerily the same scenario we saw on the eve of the US $700B TARP ratification, the Bear Stearns takeover, Fannie /Freddie Conservatorship, AIG Bailout etc. A coincidence Yeh right! How was this pressure applied, who has such power, who won and who lost. As I explained in Extend_Pretend-Shifting_Risk_to_the_Innocent it is all part of the dynamic new market strategy of Regulatory Arbitrage. You had better learn how the game is played or you will be toast. READ MORE

Extend and Pretend: Shifting Risk to the Innocent

Wed, 21 Apr 2010 14:00 EST

Markets never repeat themselves but they often rhyme. This rally feels like the same sonnet we experienced in 1987. As in a sonnet, it is following a strict rhyme scheme and specific structure. In 1987 the rally began gaining steam in the spring when it already seemed overbought and extended. The rally had initially started in October 1986 at DOW 1400, but during the spring of 1987 it began to accelerate. It not only did not correct, but continued to gain momentum. Despite all the pundits saying it was about to correct, it just kept going up. By early fall the bears had capitulated and the public was scrambling to avoid missing further gains. They were quickly rewarded as the market moved even higher. No bad news, overextended fundamentals or technical warnings could stop the rise. The DOW was soon over 2700 for an approximate 93% rise. Then suddenly in October 1987, out of nowhere, the crash hit. It was stunning. The market gave back 22.6% in one day. What was later called Black Monday left a pale over the US that was palpable. In a matter of days the market surrendered the entire gains it had achieved over the previous year. Before you write me off too quickly as trying to draw too close a comparison, let me tell you why it really feels the same. It is not just the rise or rhyme; its the reason for both. READ MORE

Extend and Pretend: Uncle Sam You Sly Devil

Wed, 21 Apr 2010 14:00 EST

The modus operandi (MO) of deviant behavior aids investigators in doing criminal profiling. Forensic accounting takes a similar approach and leads us to some unnerving conclusions about Uncle Sam. As Tax Payers we place our sacred trust in our elected officials and government. Is that trust being handled similarly to how Goldman Sachs apparently has been handling its fiduciary responsibilities? Has our government been playing accounting games like European tax payers discovered in Greece and like many angry tax payers are now discovering in local, city, state and sovereign governments across Europe and the US? All are now learning how the use of off balance sheet accounting and cleverly structured Interest Rates Swaps have been applied to obscure visibility to toxic debt levels from the very tax payers who will be responsible for the debt obligations. Is our government playing the role of Jack Nicholson in A Few Good Men when he condescendingly justified his behavior yelling in the courtroom: You cant handle the truth? If you can handle the truth then let me explain some very suspicious behavior of our trusted Uncle Sam READ MORE

Extend and Pretend: Is the US Facing a Cash Crunch?

Wed, 21 Apr 2010 14:00 EST

The US Government is caught in a cash vise and is being squeezed between too slow a rebound in tax revenues and the limitations on how quickly it can realistically take its funding requirements to the US Treasury auction. The US Treasury was saved in March by what the government reports as proprietary receipts. Those receipts require an explanation that is not well publicized since it begs the question of what happens next month without the $117 BILLION journal entry. The March cash management numbers from the US Treasurys Financial Management Service are alarming and in my estimation have become perilous. The economy is simply taking much too long to recover which is affecting urgently required tax receipts. It is a tricky balance between gauging how fast tax receipts will return and what supply the monthly treasury auction is able to absorb. Cash flow is the primary reason small business fails unexpectedly. This is also why sovereign governments fail abruptly. READ MORE

Extend and Pretend: Gaming the US Tax Payer

Wed, 14 Apr 2010 23:41 EST

Today, April 15th most of us grudgingly settle our annual obligations with the government tax authorities. But for how long will we keep doing this? How long will we support the governments Ponzi scheme that makes a mockery out of the monies we have annually contributed obediently to our Social Security and Medicare accounts? What I am going to share with you may make this a haunting question for you throughout the next taxation year. I have been writing extensively about the unregulated $605 Trillion Global Derivatives market along with the Extend and Pretend Program that has resulted in an explosive market rally from the depths of the post financial crisis. Despite my reluctance, my writings and research has forced me to some undeniable conclusions. Our government is presently gaming the US Tax Payer. Let me explain how. READ MORE

Extend and Pretend: Manufacturing a Minsky Melt-Up!

Sun, 11 Apr 2010 20:31 EST

A distracted and preoccupied amateur is no match for a determined, organized professional with a strategy. Though the collapse of the shadow banking system was a near fatal miscue for the global bankers, they have been quick to adjust their strategy. With an army of MBAs, quants and lobbyists they have reworked their strategy at the expense of the still comatose and shaken taxpayer. READ MORE

Extend and Pretend: Hitting the Maturity Wall!

Sun, 11 Apr 2010 21:13:00 GMT

How long can the government continue to extend and pretend? How long can public policy endlessly kick-the-can down the road without addressing the underlying causes? Such a critical point is often academically referred to as a Tipping Point or what newsletter writer John Mauldin refers to as a Finger of Instability. I am more pragmatic and as an investor, who is forced to call the timing, I refer to it as the Maturity Wall. In a recent article entitled Sultans of Swap: Fearing the Gearing! I outlined the growing amount of debt that will need to be refinanced and rolled over in the coming years. Since releasing that analysis the amount may now have reached a level where it may be too high to be scaled and we will hit the Maturity Wall. This level identifies the critical requisite timing that investors must be fully aware of. READ MORE

Extend and Pretend: Accounting Driven Recovery!

Sun, 11 Apr 2010 12:02:00 GMT

Beginning in October 2007, the world survived a Financial Crisis like no other in modern times. It was the first truly Global Financial Crisis ever experienced. This crisis brought to light a vast array of financial instruments (CDOs, CDSs, CLOs, etc.) being offered by murky financial entities (SIVs, VIEs, SPEs, QSPEs etc.) that were completely unregulated, often offshore, always off balance sheet and never traded through any regulated exchange. Sovereign governments do not regulate nor adequately understand them. Minimally, this is a recipe for fraud. But definitely, it has been a modern day financial wild west for the innovative and aggressive! READ MORE