While the mainstream financial media and 99% of investors continue to believe that Germany will align itself with the EU, we’ve been pounding the table Germany will in fact look…
Much of the fiscal and monetary insanity that has come out of the EU over the last two years can be summated by one of my central global theses: European…
Europe continues to take a page out of Hank Paulson’s “Crisis Combat” booklet, by unveiling one monetary “bazooka” after another. Obviously, EU leaders didn’t notice that Paulson’s “bazooka” completely failed…
The markets will likely try to rally this week based on the following items: 1) End of quarter performance gaming 2) Last week’s weak stock performance 3) Angela Merkel signaling…
Since August I’ve been calling for a collapse in Europe. Obviously I’m way early here, largely due to intervention from the ECB. I also underestimated the extent to which leaders…
Earlier this month, Spain began “rocking” the EU boat by telling the EU it wasn’t going to meet the new EU fiscal requirements. Spain’s sovereign thunderclap and the end of…
Dear Presidential Candidates: Democrats, Republicans, Independents, etc. Watching your debates and speeches of late, it is clear that you are all (with possibly the exception of Ron Paul) missing the…
Yesterday I noted that the “addict/ dealer” metaphor for the Fed’s intervention in the markets was in fact not accurate and that the Fed’s actions would be more appropriately described…
While the vast majority of commentators look at the market action of the last three months and celebrate, I cannot help but shudder. The reason is that the stock market…
The big fat Greek lie being spread throughout the financial community is that Greece has been saved. It’s a lie for the following reasons: 1) Greece did in fact default…
People often write to my company asking customer service to forward emails to me asking how I can remain bearish when stocks continue to rally. For one thing, I want…
The coming years will be marked by a seismic change in the economic landscape in the US. Firstly and most importantly, we are going to see economic growth slow down…
Wall Street and mainstream economists are abuzz with chatter that we’re seeing a recovery in the US due to the latest jobs data. These folks are not only missing the…
I don’t know how many times I have to say this, but I’m saying it again. Greece and the Euro are finished. The math is impossible. There is no way…
Over the last 24 hours, the market has rallied on a Wall Street Journal piece stating that the Fed is considering a new bond buying program through which it would…
Graham’s note: this is an excerpt of a client letter I sent out to subscribers of Private Wealth Advisory regarding the ECB’s “game changing” Greek debt swap. To learn more…
Let’s say that you just spent a large sum, to the tune of several trillion Dollars, bailing out various businesses that were literally run into insolvency by shortsighted and greedy…
Why is the financial world so messed up? Because it’s run by Central Bankers. And those folks view money very differently from the businesspeople who actually create businesses, jobs, and…
The situation in Europe has now reached the point that the major players have shown their hands. And they are: 1) Germany will not put up more money unless Greece…
As I’ve stated time and again, Germany is the only EU member that has the money to get Greece through this next round of debt payments (14.4 billion Euros coming…
