Archive For: March 2015

Page 1 of 2612345...1020...Last »

Why The Mania Is Getting Scary----Central Bankers Are Running A Doomsday Machine

Read More

Margin Debt Indicator Is Cliff-Diving---- 2000 And 2007-08 Scale Warning

In 2007 we see another dive in correlation as the last high close occurs and fades away. Now in 2014 – 2015 we are again seeing a violation of the sub-60 area.

Read More

Mind The Charts: 3-Straight Quarters Of Negative EPS Projections Result In Bear Markets 82% Of The Time

Analysts predict Standard & Poor’s 500 Index profits are about to decrease for three straight quarters. Investors better hope they don’t.......History shows that once earnings drop for that long, they almost always keep falling, and usually take the market with them. In fact, among 17 declines that got to nine months since the Great Depression, exactly one stopped there, in 1967.....

Read More

Stick A Fork In It-------Private Equity Is Over And Done

Capital will still chase increasingly expensive deals. That won’t end well. So it’s back to basics—creating companies rather than squeezing the last life out of old ones. Just like Wall Street shrinking and curtailing once-profitable businesses, private equity will begin a slow decline. Yes, we’ll see more deals and even a few successes. But the returns from private equity won’t match those of the past 30 years. And capital will flow elsewhere—let’s hope to productive and wealth-creating segments of the economy.......

Read More

How The Fed Has Failed the Nation-----In One Chart

There you have it: the Fed has lowered productivity and GDP and strip-mined savers, widows and orphans to further enrich the obscenely wealthy. Recall

Read More

Why The China Bubble Is Incendiary-----Beijing Flinches, Reopens Empty Apartment (2nd Mortgage) Spigot

The People’s Bank of China on Monday lowered the down-payment requirement for second homes and the finance ministry exempted homeowners from a sales tax. Government officials are seeking to arrest a slide in home prices and spur growth that they project will expand at its slowest pace in 15 years.

Read More

40 Million Debt Serfs--------A Generational Albatross

40 million Americans are now in debt because of their university education, and on average borrowers have four loans with a total balance of $29,000.

Read More

In fight for Tikrit, U.S. finds enemies on both sides of the battle lines

Read More

Buy And Hold Is Dead----Preserve Your Assets Now!

We keep warning people in passive retirement accounts: It’s better to get out sooner than later. The first phase of such a bubble crash can be lethal, with a 20% to 40% drop before the first bounce........Buy-and-hold is dead! Now’s the time to get defensive and preserve your assets, leaving a portion to play the volatile swings ahead with proven trading systems.

Read More

Obamacare Heading For Death Spiral: Premiums Rising Rapidly, Young & Healthy Bailing Out

The other sign health insurance markets are in the early stages of a death spiral is the age mix of those buying policies through Obamacare. Originally it was estimated that around 40 percent of enrollees had to be in the relatively healthy 18 to 34-year-old age segment, so their premiums could be used to pay for the health expenses of older, less-healthy enrollees. So far it appears only some 28 percent of enrollees are in that coveted age group

Read More

Page 1 of 2612345...1020...Last »

David Stockman's Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s personally curated insights and analysis from leading contrarian thinkers.

Get Access