VIDEO: 31 Minutes with 40 Supporting Slides THE SLOW DEATH OF THE SINGLE FAMILY HOME Charles Hugh Smith and I do some independent investigative research into US Homeownership. The results are startling! Most are aware that homeownership has become unaffordable based on housing prices and mortgage rates. However, the problem is much bigger and more […]
MACRO ANALYTICS
MACRO ANALYTICS – 08 29 24 – AUGUST – IS THE EVERYTHING BUBBLE ABOUT TO POP?
VIDEO: 37 Minutes with 40 Supporting Slides
MACRO ANALYTICS – 05 30 24 – JUNE – Financial Nihilism, Inflation & The Collapsing American Dream
VIDEO: 42 Minutes with 46 Supporting Slides NIHILISM, INFLATION & THE COLLAPSING AMERICAN DREAM KEY MESSAGE Surviving & Prospering for the 2020’s will require Self Reliance built on: Communication Skills Common Sense, Problem-Solving Attitude, Resilience, and Adaptability TENETS OF SELF-RELIANCE THAT PAY OFF IN ERAS IF RPAID CHANGE Own your skills, experience and work: each […]
Fed Has Nowhere to Run, Nowhere to Hide!!
24 Minutes with 11 Supporting Slides SLIDE DECK PDF: Talking Point Charts PODCAST (BELOW) Gordon and Kerry discussed the performance of the S&P 500 and its fluctuations due to COVID-19. They also explored the potential risks and impacts on the equities market, the role of Treasury Secretary Yellen in managing market liquidity, and the consequences […]
MACRO ANALYTICS – 01-11-24 – Self Reliance
SELF-RELIANCE IS ABOUT STOPPING CORPORATE DRIVEN BEHAVIOR Time to Fight The Corporate Marketing Manipulation FREE VIDEO LINK 44 Minutes, 33 Slides Our dependency on corporate promotions is trapping us into behavior that results in us slowly, unwittingly and irresponsibly giving up our financial freedom and therefore our Self-Reliance! HERE ARE A FEW EXAMPLES OF HOW: […]
MACRO ANALYTICS – 01-11-24 – Self Reliance
VIDEO: 45 Minutes with 33 Supporting Slides MODERN DAY PILLARS A& PATH TO SELF-RELIANCE KEY MESSAGE In the latest Macro Analytics video Charles High Smith and I continue our discussion on the importance of Self-Reliance in todays modern world. With the growing inability of Americans to save for their retirement while government retirement benefits such […]
MACRO ANALYTICS – 04 13 23 – Its a Waterfall – Risk, Collateral & Productivity
VIDEO: 36 Minutes with 45 Supporting Slides KEY MESSAGES In discussions Charles High Smith and I saw three themes that were independently coming out in our writings. REPRICING OF RISK: The reality that Risk was going to have to be Repriced, REVALUING COLLATERAL: The fact that Collateral that underpins credit was both seriously overvalued and […]
MACRO ANALYTICS – A GREAT STAGFLATION
VIDEO: 36 Minutes with 34 Supporting Slides KEY MESSAGES Covid-19 has shown itself to be a triggering event which has destabilized a fragile global financial system. Decades of unsound money, deficit fiscal spending and foreign financing of an economy built on “consuming more than it produced” left the US exposed to the ramifications of Covid-19. […]
A WORLD OF TROUBLE AHEAD
PODCAST INTERVIEW: 17 MINUTES When is the capitulation going to come by the central banks? Gordon T. Long comes on this episode to talk about our current economic problems—including energy, central bank issues, and the progression of inflation. There’s no easy way out of the current inflationary environment, and it looks as if the Fed is […]
MACRO ANALYTICS – THE PLUNDERING OF PRODUCTIVE ASSETS
VIDEO: 35 Minutes with 50 Supporting Slides KEY MESSAGES 1.Market manipulation and gaming has robbed desperately needed, massive amounts of investment capital (which will become increasingly more scarce). 2. Investment is required to: i. Facilitate a more highly productive labor force (training, education, longevity retention, incentives et al) …. and the ii. Invest in sustaining […]