Monthly Archives: February 2016

That Makes TWO Central Bankers Ringing Bells At the Top

In the last month, we’ve had two major confessions from Central Bankers. We’ve already detailed the first, which came from the Head of the Bank of Japan, Haruhiko Kuroda. The second major confession from a Central Banker came from ECB … Continue reading

Posted in It's a Bull Market | Comments Off on That Makes TWO Central Bankers Ringing Bells At the Top

“Somebody” Stepped In to Prop Up Stocks Yesterday

At this point the manipulations are getting ridiculous. “Someone” decided to step in a prop up stocks yesterday. How do we know it was a market prop and not real investors? There were several “tells.” They were: The jump in … Continue reading

Posted in It's a Bull Market | Comments Off on “Somebody” Stepped In to Prop Up Stocks Yesterday

The Fed is Working to Implement NIRP

The Fed Vice-Chair has begun laying the groundwork for NIRP. The US Federal Reserve is obsessed with market reactions to its policies. Because of this, anytime the Fed plans to announce a major change in policy, it preps the markets … Continue reading

Posted in It's a Bull Market | Comments Off on The Fed is Working to Implement NIRP

Gold Has Been a Better Investment Than Stocks For 50 Years

Almost every other day I read an article telling me that owning Gold is dumb or that Gold is doomed as an investment. These articles would be useful or insightful if they weren’t based on “analysis” that is either misleading … Continue reading

Posted in It's a Bull Market | Comments Off on Gold Has Been a Better Investment Than Stocks For 50 Years

Expect ALL Assets to Follow Oil’s Lead= 60% Drop or More

It would be a lot easier to be bullish today if the entire financial system wasn’t based on fraud and BS. Every explanation we see regarding the bull market in stocks is really just a cover for the fact that … Continue reading

Posted in It's a Bull Market | Comments Off on Expect ALL Assets to Follow Oil’s Lead= 60% Drop or More

NIRP Was a Dud. Are Central Banks Out of Ammo?

A growing number of investors are beginning to realize that Central Banks are effectively out of ammo (for now). Last week I noted that the Bank of Japan’s implementation of NIRP only generated a brief rally in Japanese stocks. That … Continue reading

Posted in It's a Bull Market | Comments Off on NIRP Was a Dud. Are Central Banks Out of Ammo?

Read This and Prepare Accordingly

Quietly as an aside in a speech, the Head of the Bank of Japan, Haruhiko Kuroda, confessed that QE has little if any impact on GDP growth. I touched upon this issue previously, but I want to reiterate it here … Continue reading

Posted in It's a Bull Market | Comments Off on Read This and Prepare Accordingly

Japan is Officially in the End Game

For over six years, the markets have been moving based on Central Banker actions and words. The first phase (2009 to 2013) was dominated by action (ZIRP and QE). The second phase (2013 to the present) was increasingly reliant on … Continue reading

Posted in Debt Bomb | Comments Off on Japan is Officially in the End Game

Stocks Will be Breaking Below the 2009 Lows

Something absolutely astounding has happened. Three weeks ago, the head of the Bank of Japan, Haruhiko Kuroda stated that Japan has a “potential growth rate of 0.5% or lower.” By way of context, remember that the Bank of Japan has … Continue reading

Posted in It's a Bull Market | Comments Off on Stocks Will be Breaking Below the 2009 Lows

NIRP Will Implode the $9 Trillion USD Carry Trade

Last month, the Bank of Japan implemented Negative Interest Rate Policy, or NIRP. It is the second Central Bank to do so. The European Central Bank or ECB first went to NIRP in June 2014. Thus, between Japan and Europe, … Continue reading

Posted in It's a Bull Market | Comments Off on NIRP Will Implode the $9 Trillion USD Carry Trade

This is the Template For How Bail-Ins Will Come to the US

The War on Cash is now going into hyper-drive. In the last 24 months, Canada, Cyprus, New Zealand, the US, the UK, and now Germany have all implemented legislation that would allow them to first FREEZE and then SEIZE bank … Continue reading

Posted in It's a Bull Market | Comments Off on This is the Template For How Bail-Ins Will Come to the US

The Bond Bubble is Already Bursting… Here’s How We Know

As we outlined last week, the bursting of the bond bubble has begun. CNBC and the financial media may spend 99% of their time talking about stocks, but bonds are the single most important issue for Central Banks. When you … Continue reading

Posted in Debt Bomb | Comments Off on The Bond Bubble is Already Bursting… Here’s How We Know

Japan Has Officially Lost Control of Its Financial System

For over six years, the markets have been moving based on Central Banker actions and words. The first phase (2009 to 2013) was dominated by action (ZIRP and QE). The second phase (2013 to the present) was increasingly reliant on … Continue reading

Posted in It's a Bull Market | Comments Off on Japan Has Officially Lost Control of Its Financial System

Gold Has Outperformed Stocks Since… 1967!?!?!

Almost every other day I read an article telling me that owning Gold is dumb or that Gold is doomed as an investment. These articles would be useful or insightful if they weren’t based on “analysis” that is either misleading … Continue reading

Posted in It's a Bull Market | Comments Off on Gold Has Outperformed Stocks Since… 1967!?!?!

Why This Crisis Will Be Worse Than 2008

For six years, the world has operated under a complete delusion that Central Banks somehow fixed the 2008 Crisis. All of the arguments claiming this defied common sense. A 5th grader would tell you that you cannot solve a debt … Continue reading

Posted in stock collapse? | Comments Off on Why This Crisis Will Be Worse Than 2008

The Cash Ban Has Already Begun

The Central Banks hate physical cash. So much so they there will likely try to ban it in the near future. You see, almost all of the “wealth” in the financial system is digital in nature. The total currency (actual … Continue reading

Posted in It's a Bull Market | Comments Off on The Cash Ban Has Already Begun

Are Cash Bans Coming to the US? Pt 2

Yesterday we outlined that Central Banks’ War on Cash is about to go into Hyperdrive. Today we’re discussing just the policies Central Banks are already working to implement to eviscerate savings. Globally, over 50% of Government bonds currently yield 1% … Continue reading

Posted in It's a Bull Market | Comments Off on Are Cash Bans Coming to the US? Pt 2

Are Cash Bans Coming to the US? Pt 1

The global Central Banks have declared War on Cash. Historically, one of the safest things to do when the markets begin to collapse is to move a significant portion of your holdings to cash. As the old adage says, during … Continue reading

Posted in It's a Bull Market | Comments Off on Are Cash Bans Coming to the US? Pt 1

Stocks Have Taken Out Critical Support… Prepare Now!

One of the most critical lines to watch is the 12-month moving average for stocks. Historically this line has served well as a proxy for determining if stocks were in a bull or bear market. When stocks rallied above this … Continue reading

Posted in It's a Bull Market | Comments Off on Stocks Have Taken Out Critical Support… Prepare Now!

The War on Cash is About to Go Into Hyperdrive Pt 2

Yesterday we outlined that Central Banks’ War on Cash is about to go into Hyperdrive. Today we’re discussing just the policies Central Banks are already working to implement to eviscerate savings. Globally, over 50% of Government bonds currently yield 1% … Continue reading

Posted in War on Cash | Comments Off on The War on Cash is About to Go Into Hyperdrive Pt 2