Current news and articles
By John Mauldin Louis Gave is one of my favorite investment and economic thinkers, besides being a good friend and an all-around fun guy. When he and his father Charles and the well-known European journalist Anatole Kaletsky decided to form Gavekal some 15 years ago, Louis moved to Hong Kong, as they felt that Asia […]
Outside the Box: The Burning Questions For 2015 Read More »
December 18, 2014 [The following post is by TDV Editor-In-Chief, Jeff Berwick] The Internal Revenue Service has warned that it may have to shut down. The fact that this was not met by thunderous applause from the American sheeple only shows how communist and brainwashed they are today in the USSA! In the recent $1.1
IF ONLY THE IRS’ THREAT TO “SHUT DOWN” WAS A PROMISE Read More »
Source: JT Long of The Gold Report (12/17/14) Rosy GDP numbers may have cheered the masses, but John Williams ofShadowStats.com says we’re a long way from prosperity. In this interview with The Gold Report, Williams debunks the myth of economic recovery and warns that we still have serious debts to settle. That is why he is recommending caution in 2015
John Williams: A Downhill Run for the Dollar in 2015 Read More »
By Nick Giambruno Whenever I see the words “life-changing opportunity” or something like that, I immediately dismiss it as a lame gimmick or hyperbole. And while I am truly reluctant to use those often misused words, I can honestly think of no better way to describe Puerto Rico’s tax incentives for traders, hedge funds,
For Traders and Asset Managers, Puerto Rico’s Tax Incentives Are a No-Brainer Read More »
By Marin Katusa, Chief Energy Investment Strategist The Ukraine crisis has moderated for now, but it should have awakened the world to the new “great game” being played in Eastern Europe. Vladimir Putin is positioning Russia to control the global energy trade, knowing that he holds the trump card: Europe’s dependence on Russian oil and
German Chancellor Merkel Won’t Let Ukraine Get in the Way of Business Read More »
By John Mauldin Last week we started a series of letters on the topics I think we need to research in depth as we try to peer into the future and think about how 2015 will unfold. In forecasting US growth, I wrote that we really need to understand the relationships between the boom in energy
Thoughts from the Frontline: Oil, Employment, and Growth Read More »
By Tony Sagami Mortgage credit is too tight. They should have changed that a long time ago. —Jamie Dimon, CEO JPMorgan Today’s rule is an important step forward in creating an environment where good lenders and good borrowers can work together without reservation. —Julian Castro, HUD Secretary Geez, I can’t decide who is dumber when
Connecting the Dots: Dumb & Dumber: Relax Mortgage Rules, Financial Crisis 2.0 Read More »
By Jared Dillian One of my old rules of trading is that whenever a major asset class, index, or other benchmark has a sudden, rapid move in price, something blows up. Sky high. That’s because people get used to regimes. They get used to a certain state of affairs with a lack of volatility. They
The 10th Man: When the Market Moves Fast, Stuff Blows Up Read More »
By Marin Katusa, Chief Energy Investment Strategist Oil is not quite as powerful a weapon against modern-day Russia as one might think. By arguing that the slump in oil prices will finish off Russia just like it did the Soviet Union, Ambrose Evans-Pritchard, writing in the Daily Telegraph, is forgetting how far Russia has come since those
Russia’s Unfazed by Falling Oil Prices Read More »
By John Mauldin This week’s Outside the Box continues with a theme that I and my colleague Worth Wray have been hammering on for some time: the very real potential for a rising dollar to trigger the next global financial crisis. We are concerned about the consequences of multi-speed economic growth around the world and
How the Rising Dollar Could Trigger the Next Global Financial Crisis Read More »