Historical Archives

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The Economy, the Stock Market and the Fed

John Hussman on Recent Developments We always look forward to John Hussman’s weekly missive on the markets. Some people say that he is a “permabear”, but we don’t think that is a fair characterization. He is rightly wary of the stock market’s historically extremely high valuation and the loose monetary policy driving the surge in […]

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The Keynesian Deflation Humbug-----A Reality Check

Surprise, surprise, surprise. Following a string of unexpectedly poor economic reports, GDP estimates for third quarter are slowing ratcheting lower. …

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Earnings And Valuations Update; Still Nowhere Near Good

At the end of July with a majority of the 500 companies included in the S&P 500 index having reported their earnings, the tabulated EPS (as reported) was figured around $24.09. That was already down sharply from just a month earlier when compared to analysts’ expectations from just before Q2 earnings season started. In late...

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Interview On Tom Woods Show: What The Fed Has Done And How To Fix It

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China's Red Ponzi Was Built On The Biggest Dollar Short Ever

As if we needed more evidence, the Chinese liquidity system is stuck. As much as authorities in China might complain about the global credit-based reserve currency system, as PBOC Governor Zhou Xiaochuan put it in March 2009, and quietly seek out its replacement, they not only allowed it to happen they quite eagerly participated in...

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Mind The Incomings-----Port of LA/Long Beach Import Containers Down 4.3% Y/Y, Implying Weak Holiday Outlook Among Retailers

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Mind The Risk-Parity Unwind-----Another Blow Up Is Just Starting

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Don't Blame Trump-----The Maestro's Betrayal and Bubbles Ben Brought on the Crazies

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The Bank For International Settlements Warns That A Major Debt Meltdown In China Is Imminent

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Deplorables, Delusionals, & Demagogues United By A Flawed Foreign Policy

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