MACRO ANALYTIC VIDEO FOCUSES ON: The acknowledged accelerant catalyst for this crisis is the Coronavirus or Covid-19 and its’ unexpected Demand and Supply shock. Both shocks together are unprecedented and certainly not seen on a Global Basis since WWII. The Critical Crack that initially is being exposed is what we warned about in our last […]
WHEN THE TIDE GOES OUT Warren Buffett said it well — “it is only when the tide goes out do you discover who’s been swimming naked!” In my view this is what is happening. There were a huge number of rocks hidden below the surface that have become quite apparent as they always do during […]
REPRICING OF RISK SUGGESTS AN INITIAL MARKET SUPPORT LEVEL AN ADDENDUM TO MARCH 2020 LONGWave VIDEO (Links below active for Subscribers Only) A Historic Repricing of Risk is Underway. In this months LONGWave we discuss this in the form of exploding: Protection Costs: Credit Default Swaps Risk Pricing: Volatility (VIX) Yield […]
LONGWave – MARCH 2020 – HISTORIC: A Global Demand and Supply Shock SUBSCRIBER CONTENT ONLY SUBSCRIPTION OPTION DETAIL
FIRST WARNING: CREDIT PROTECTION EXPLODES UPWARD We are witnessing a global explosion in Sovereign Credit Default Swap pricing. Costs around the world are up by over 1/3, with China, Indonesia, Japan and Korea in Asia currently the hardest hit by the Coronavirus. Noticeable is also select European countries with the media focused on the cases […]
THE “TRANSITION STAGE” IN THE ROAD TO A FIAT CURRENCY FAILURE STAGE I: SLOWING REAL RATE OF GLOBAL ECONOMIC GROWTH Unsound Money & Fiat Currencies (Illusion of Money) Mispricing of Risk (Monetary Bond Policies: QQE, QE, TLTRO) Loss of Price Discovery (Monetary Short Rate Liquidity Policies) STAGE II: IMPAIRMENT OF CAPITALISM Distortions Create Fragility Investment […]
