THE RAPIDLY RUPTURING RETAILING REALITY There is much more happening in the rapidly rupturing retailing industry than a collapse in US shopping mall traffic, the decline of the “Department Store” model and a shift to online buying. We have targeted collapsing retailers for over 2 years as an allocation within our investment portfolio. Over two years ago […]
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CYCLES – A FUSE, AN EXPLOSIVE AND THE IGNITING CATALYST
CYCLES – A FUSE, AN EXPLOSIVE AND THE IGNITING CATALYST Gordon T Long – 12-01-16 Investors need to focus on the two key long term structural changes now underway which are going to ignite destructive global dislocations through early 2020. To better understand why this is going to occur we need to place them in context by first examining […]
WHAT ARE THE CENTRAL BANKERS SO AFRAID OF?
WHAT ARE THE CENTRAL BANKERS SO AFRAID OF? UNPRECEDENTED GLOBAL LIQUIDITY PUMPING Global central bank liquidity injections have never been greater, and as of this moment, have surpassed all previous post-financial crisis central bank intervention. As a matter of fact we are now pumping over $200B / month. THE FIAT CURRENCY CARTEL This chart which was recently […]
ITS ALL AN ILLUSION – PLUMMETING PRODUCTIVITY EXPOSES THE MYTH!
ITS ALL AN ILLUSION PLUMMETING PRODUCTIVITY EXPOSES THE MYTH! THE RECOVERY IS AN ILLUSION The truth the media refuses to admit is that the post financial crisis economic recovery is a statistical illusion! We buy it because our traditional “measures” like the stock and bond markets are suggesting this is the case. In actuality they are […]