Monthly Archives: November 2012

The Big Turning Point Has Finally Hit

The following is an excerpt from a recent issue of Private Wealth Advisory. In it I reveal that Germany has in fact already implemented a working group to assess the cost of Greece leaving the EU. Moreover, numerous multinationals are … Continue reading

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Spain Now Faces a Systemic, Societal, and Sovereign Collapse

Spain’s financial system is at truly apocalyptic levels. If you’ve been reading me for some time, you know that Spain has already experienced a bank run equal to 18% of total deposits this year alone (another story the mainstream media … Continue reading

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The EU Just Lost Another Prop

Meanwhile, as Greece continues to distract the markets, France, the other primary prop for the EU besides Germany, is now experiencing an economic contraction on par with that of 2008-2009. Indeed, France’s September’s auto sales numbers were worse than those … Continue reading

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Behind the Scenes, Germany is Already Preparing For a Grexit

The following is an excerpt from a recent issue of Private Wealth Advisory. In it I reveal that Germany has in fact already implemented a working group to assess the cost of Greece leaving the EU. Moreover, numerous multinationals are … Continue reading

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Enjoy the Holidays, Because Next Year Will Be Horrific

This is going to be a very special holiday season. The reason? It’s the last hurrah before things get very very ugly. Just off the cuff, you need to know that: 1)   China, the EU, and the US (comprising over … Continue reading

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Is This the Last Push Before the Big Collapse?

With most of Wall Street on vacation, those few traders manning their desks are taking advantage of the low volume to push the market sharply higher. This, combined with a large move up by the Euro has pulled the entire … Continue reading

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Happy Thanksgiving!

We hope all of you are enjoying a day of family and friends with good food, even if you don’t necessarily celebrate this holiday! Thank you for reading!

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How and Why a Spanish Default Would Trigger an Epic Financial Meltdown

Over the last week I’ve introduced the concept of collateral: the little known basis for the entire financial system. We’ve also addressed why any EU sovereign default would bring about an epic meltdown as EU bonds, particularly those of Spain … Continue reading

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The Powers That Be Don’t Want Sovereign Bonds… They Want Gold

The following is an excerpt from a recent issue of Private Wealth Advisory. We are reprinting it here because no one is addressing the real reason why Europe is such a huge problem for the financial system. You need to … Continue reading

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The Single Most Important Research of My Career

The following is an excerpt from a recent issue of Private Wealth Advisory. We are reprinting it here because no one is addressing the real reason why Europe is such a huge problem for the financial system. You need to … Continue reading

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What Really Happened When Lehman Failed… And Why Spain Will Be Much Worse

Countless pages have been written about why Lehman caused the system to almost implode. However, the reality is that Lehman nearly took down the entire financial system for two reasons: 1)   Lehman’s $155 billion worth of bonds were used as … Continue reading

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THE Biggest Story in Finance That No One Is Talking About

Modern financial theory dictates that sovereign bonds are the most “risk free” assets in the financial system (equity, municipal bond, corporate bonds, and the like are all below sovereign bonds in terms of risk profile). The reason for this is … Continue reading

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The Market Just Realized Two BIG Problems

The US Presidential election ended November 6, 2012. Since that time, the market has fallen 3%. There are a multitude of reasons for this, but the primary one is the fact that the markets is beginning to realize two key … Continue reading

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The Videos Every Investor Needs to See

We have just completed a series of videos detailing some of the risks posed to the financial system by the Federal Reserve as well as the European banking crisis. These videos are free and available at: www.abovethecrash.com Best Regards, Graham … Continue reading

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Did the Bank of England Just Kill the QE Trade?

In case you missed it, something of major import occurred today. That something is the Bank of England announcing that it is suspending its QE efforts because of questions relating to its “potency.” This is a heck of a statement … Continue reading

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The Three Items Every Investor Needs to Be Aware of Going Forward

The Obama Administration has won its second term. And now that the election is over we can come to grips with the fact that nothing has been fixed and that the math is impossible both in Europe and here. First … Continue reading

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On Romney, Bernanke, and Rajoy

Mitt Romney has stated repeatedly that he would fire Bernanke if elected. If this does indeed happen, then the inflation trade and QE will be finished. The market is already sensing this. Gold topped out right around the first debate … Continue reading

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What a Romney Presidency Would Mean for the Economy and the Markets

Yesterday we assessed the impact a second Obama term would have on the US economy and markets. Now let’s assess what impact a Romney Presidency would have on the US economy and financial markets. For starters, Romney has already stated … Continue reading

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Where the Markets and Economy Will Head if Obama Has a Second Term

The Obama Administration thus far has proven itself in favor of increased Government control and Central Planning. That is, the general trend throughout the last four years has been towards greater nationalization of industries (first finance, then automakers and now … Continue reading

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Spain Offers Yet Another Impossible Solution to Its Problems

Spain continues to heap one impossible idea on top of another. The latest “plan” consists of Spain creating a bad bank called SAREB that will buy up bad assets in Spain in an effort to clean up the country’s finances. … Continue reading

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