HOW COLLEGE HAS BECOME A RACKET! I recently highlighted the STUDENT SERVITUDE SHAM operating in America but since then our continuing investigation (which I will summarize below) has forced us to more appropriately label it a “racket”! We define “racket” as a business activity which is misleading, not fully “above board” and takes advantage of […]
THE STUDENT SERVITUDE SHAM Many today strongly believe it is morally wrong to indenture students to the degree of liabilities presently required to achieve the education required to become a productive contributor within our modern society. The question we need to demand answers to is why has college costs for students exploded upward, while salaries and job positions for graduates has […]
THE AUTO INDUSTRY IS ABOUT TO DRIVE OFF A CLIFF — AGAIN! SELF INFLICTED ABUSE In the fall of 2015 we released a video study entitled: “The Coming Global Auto Abyss – Too Much Supply, Too Many Brands; Combine with Too Much Credit!”. We concluded that low interest rate monetary policy for the auto industry was like […]
WHY THE STATUS QUO IS UNDER INCREASING ATTACK BY ‘POPULIST PEOPLE POWER’ PROTECTING THE STATUS QUO IS FAILING We need to fully appreciate yet another example of what the mainstream media doesn’t yet get! The “People” increasingly don’t see the system working for them anymore and have as consequence become much more willing to try […]
CAPTAIN TRUMP, SIR – THE USS MAGA IS TAKING WATER! Newly commissioned Captain Donald “Horatio” Trump may possibly be a sound skipper, but he has an untested & unseasoned crew, a fiscal boat with rotten gunnels and a economic storm ahead. His freshly minted battle plan may have been sound when he boarded USS MAGA (Make America […]
THE SHILLER CAPE, RATE CYCLES & FINANCIAL REPRESSION The Shiller CAPE (Cyclically Adjusted Price-Earnings) Ratio is found to be inversely correlated to interest rates over long periods of time. Generally you would expect PE’s as well as the 10 year Shiller CAPE to expand as interest rates fall and to contract as they rise. What may […]
IS STAGFLATION STALKING? THE ANSWER IS CRITICAL TO YOUR FINANCIAL HEALTH! It is important to anticipate whether Stagflation is stalking because the yield curve will start pricing it in which will place equity yields, earnings and PE growth multiples at risk. We believe there are clear signs of stagflation already occurring and according to the recent Global […]
CHARTING THE MADDENING MARKET MESSAGES Why are we getting such diverging and maddening market messages from the equity and bond markets? Which one is right? Are either right? MARKET PERCEPTIONS Let’s consider the perceptions of each of these markets: EQUITY MARKET The Equity Markets perceives Trumponomic Policy SUCCESS ahead and are aggressively pricing it in! The level […]
THE NEXT FINANCIAL IMPLOSION IS NOT GOING TO BE ABOUT THE BANKS! US COMMERCIAL REAL ESTATE The Global Real Estate market dwarfs all financial markets by any comparison. The Global Real Estate market being so large, it has always been stable and as such it is the favorite of institutions for long term investing – specifically Insurance companies, […]
WITCH’S BREW: Sentiment UP, Complacency UP – but Uncertainty Also UP (Not DOWN?) When did the distortion start occurring in the markets when increasing UNCERTAINTY can come with an increase in COMPLACENCY and SENTIMENT? The short answer is: When Wall Street and its media maven lap dogs began controlling the public narrative. I place our newly minted Twitter […]
