Historical Archives

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Red Ponzi On Steroids---- Goldman Calculates The True Growth Rate Of China's Debt at 40% of GDP Per Year!

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A Political Hurricane Is About To Sweep Across Europe

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Here Come The Bombshells-----Chinese Billionaire Linked to Giant Aluminum Stockpile in Mexican Desert

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"Get Ya Popcorn Ready" RBC Says: "Markets Are Paralyzed With Uncertainty" As "Spook Story" Arrives

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A Flood Of Profit Warnings Just Crushed The "Earnings Recovery"

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The JOLTS Phantom: Hires or Job Openings?

In all honesty, I could start almost any piece I write with the phrase “economists are stumped.” It has become something of a baseline where there is some element or condition of the global economy that doesn’t make sense to them. The latest update in JOLTS for July continues to be faithful to the seeming...

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Hanjin Marooning in San Pedro Bay

Expansions and contractions in global trade have played out over long secular trends for thousands of years.  The Silk Road, for example, was established by the Han Dynasty of China in 130 BC, and allowed for continuous trade between east … Continue reading

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Janet-----You're Gonna Have Some 'Splainin To Do!

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JPM's Head Quant Warns Volatility Is About To Surge-----Here's Why

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Why The Fed Is Trapped

“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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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.