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Fear grips markets as participants realize nothing was fixed from last month.
Episode 453
Major buying the curves has pushed them back down to and even below the worst points since mid-March. Markets have never been more certain about what…
2 years, 11 months ago
New data shows eruption from banking crisis. The gory details force mainstream media to acknowledge.
Episode 452
The transmission from deflationary money to a deflationary economy was always going to come from a credit crunch. Updated data shows the banking syst…
2 years, 11 months ago
Fallout from disastrous March is already showing up in these places.
Episode 451
According to one source, tourism/attendance at Disney's main theme park in Orlando already dropped off a cliff. Hardly a surprise, the primary risk t…
2 years, 11 months ago
Money market warnings have become too big (2008-ish) to ignore. Here come the excuses. Debt ceiling?
Episode 450
Something is going on with bills. There's a debt ceiling deadline looming. Two must be related, says the mainstream, otherwise the former would mean …
2 years, 11 months ago
Just insane collateral market action today shows deflationary money is getting worse.
Episode 449
Four-week bill yield plummeted by around 60 bps at one point in today's trading. Serious monetary pressures are still there, continue to get worse ev…
3 years ago
Turmoil continues as dead canaries pile up in the Euro$ mines. People are noticing the carcasses.
Episode 448
Like Warren Buffett last week, this week Elon Musk issues grave warning about health of global banks. But why? Is it inflation run amok, or the world…
3 years ago
Here comes the wrecking ball as everyone is chasing after dollars everywhere.
Episode 447
Brazil's President Lula traveled to Shanghai to finalize bilateral engagement bypassing the US dollar. This is not de-dollarization, rather an acknow…
3 years ago
Alarming behavior of the fear ratio over the past two months shows no signs of stopping.
Episode 446
Where are we? Is there still a crisis? Is it over(blown)? The "fear ratio" helps sort out signal from so much noise. Since it sits at the intersectio…
3 years ago
We're getting a better idea of how the banking crisis is progressing - no thanks to authorities.
Episode 445
The hawks are back at the Fed doing what Fed hawks always do. Beginning with overestimating their own tools, they then overestimate the resilience of…
3 years ago
Warren Buffett didn't just make shocking comments on banking system, he's already acting on them.
Episode 444
This week was a wild one, including how during it legendary investor Warren Buffett said he was selling bank stocks because there were more failures …
3 years ago