Archive For: June 2016

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The Curse Of 'Wealth Effects' Central Banking

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Negative Revisions, Balance Sheet Rot, “Bre-lief” Rally

“3 Things” is a weekly post of thoughts I am pondering, usually contrarian, with respect to the markets, economy or portfolio management. Comments and thoughts are always welcome via email,  Twitter, and/or Facebook....

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Brexit Fears-------Giant Hoax Or Calm Before The Next Storm

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Signs Of Stress In Draghi-Land--------Target2 Imbalances Close To Record Levels

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Welfare State Socialism------Its Coming Demise

  The Best Thing About the EU is J.C. Juncker’s Alcoholism We recently discussed the post-Brexit landscape with a friend (in fact, our editor), who bemoaned that “the EU is led by a drunkard”. Our immediate reaction to this was to exclaim: “That’s the best thing about the EU!”   J.C. Juncker’s beady, greedy eyes […]

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The Red Elephant In The Global Oil Market------China's 1 mb/d SPR Purchases Ending, Demand Will Drop Sharply

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Mind The Faltering Unicorns------San Francisco Real Estate Boom Cooling Rapidly

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The War-shington Post------Agit Prop Machine For The Neocons

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Hillary's Illegal War In Libya And Arms Supply To Terrorists

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Chinese Yuan Slumping Again-----Heading for Worst Quarter On Record

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