Saturday, December 12, 2015
Are Low Crude Oil Prices a 'Boom Or A Curse' For The World Economy? / Commodities / Crude Oil
The energy markets are tanking and are at levels that have not been seen since "The Recession" of 2009. Opinions are divided on the effects of the fall. Some say it is good for consumers, whereas, others say it is bad for the global economy. This article will analyze the overall effects of low crude oil prices on the industry, the major oil-producing nations, consumers and the overall global economy. The severity of the fall can be seen in the chart below.
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Saturday, December 12, 2015
CON21 - Paris Climate Change Conference Show / Politics / Climate Change
French Foreign Minister Laurent Fabius just announced, in Paris, a “legally binding agreement” that no-one has agreed the financing for. We can hear a couple thousand lawyers across the globe snicker. But it’s all the COP21 ‘oh-so-important’ climate conference managed to come up with. No surprises there. They couldn’t make the 2ºC former goal stick, so they go for 1.5ºC this time. All on red, double or nothing. Because who really cares among the leadership, just as long as the ‘targets’ are far enough away that they can’t be held accountable.
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Saturday, December 12, 2015
Gold And Silver– Problem, Reaction, Solution Does Not Apply To Precious Metals / Commodities / Gold and Silver 2015
The Rothschild-now-globalist template for gaining control over all money, and now the world, has been create a Problem, let an adverse Reaction develop, then present the desired Solution. On a grander scale, there was the US Civil War to divide the country, then the manufactured Roaring ’20s and the stock market bubble, burst when the money changers purposefully tightened the money supply creating massive margin calls and the Crash of 1929.
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Saturday, December 12, 2015
NRG Energy is a Definite Takeout Candidate / Companies / Investing 2015
David Crane Resigns
In case you missed it David Crane resigns Thursday and the stock gets hammered on Friday to the likes of almost 20% at one point in trading, putting in a low print of $8.81. Hopefully the more sophisticated investors out there bought some calls three month`s out as NRG Energy is a definite takeout candidate with this shockingly low stock price given its actual assets.
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Saturday, December 12, 2015
Stock Market Turning More Bearish.....VIX Explodes... / Stock-Markets / Stock Markets 2015
Last night we saw the futures slowly start to erode. Nothing terrible at first, and even this morning they were down some but nothing to lose sleep over. The S&P 500 trading around 2035/2040. Suddenly, and without warning, the futures began to fall. By the time the market opened it was pure nastiness. The market gapped down and headed right for 2020 bottoming out at 2021. From there it rocked up ten points. As the day wore on it did a double test at 2021 before trying higher again, but this move back up was far weaker.
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Saturday, December 12, 2015
The Effect of a Fed Rate Hike on Gold and Silver / Commodities / Gold and Silver 2015
The markets have for the most part already priced in a Fed rate hike which is expected next week. Yesterday fed funds futures indicated an 80% chance of a rate hike. It would be the first hike in roughly 9 years. The Fed last began a new hiking cycle in 2004. We consult history to decipher the potential impact (of a rate hike) on the embattled precious metals sector.
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Saturday, December 12, 2015
The Gold Market - Mario Draghi is a Hype Machine / Commodities / Gold and Silver 2015
The Gold Market is pretty interesting here as investors realized on Thursday that much that comes out of Mario Draghi`s mouth is complete hyperbole, because things aren`t nearly as dire in Europe as some bankers try to persuade for additional stimulus out of the ECB, and Germany isn`t going to sign off on the extreme bazooka stimulus measures because Germans by nature are conservative, and there is a commensurate symmetry between ratcheting up extreme monetary measures and stoking the fire of unintended consequences.
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Saturday, December 12, 2015
Market Investor’s Great Divide; Stocks Crossing the 200 Day Moving Average / Stock-Markets / Stock Markets 2015
“Reuters, the British news agency, moved a story on its wire at 11:39 A.M. Tuesday, May 8, saying that Continental had denied as “totally preposterous” rumors that the bank was considering bankruptcy….
Ordinarily, Continental would have refused to comment on the rumor by Reuters. Instead, it reacted with a quick denial, perhaps in the hope of placating the foreign depositors….
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Saturday, December 12, 2015
Gold Sector Inputs That Actually Matter and Stock Market Refugees / Commodities / Gold and Silver 2015
The word play in the title is in reference to the ridiculous fuss over COMEX gold inventory and other promotions masquerading as fundamentals put out by cartoons masquerading as analysis.
30 year divided by, and 30 year minus 5 year are neutral at best. Yield spreads would be rising in a gold-positive environment. As a side note, this spread also tends to bring trouble for the stock market during its initial stages of rising.
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Saturday, December 12, 2015
Soaring Bond Yields - This Is How Fast It Happens / Interest-Rates / Corporate Bonds
For a while there, companies deemed to be highly risky were nonetheless able to borrow money for less than 6%. And borrow they did. Frackers, ultra-high-leverage retail chains and various other close-to-the-edge entities slurped up trillions from yield-starved investors who had forgotten about the other side of the risk/return equation.
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Friday, December 11, 2015
UK House Prices, Immigration and London Property Bubble Mania Housing Market / Housing-Market / UK Housing
London's housing bull market continues to gallop along at an astonishing pace which depending on which measure one looks at ranges from an annual rate of between 8% and 12%, and that the most recent surge higher has now lifted the average London house price to over an eye watering £600k! Pushing London house prices affordability ratio's upwards of X10 average London earnings, pushing London properties out of the reach of even the professional middle classes, let alone the army of working class necessary to keep the metropolis ticking over. Where many prospective home buyers are being forced to adopt extreme measures such as shared ownerships or be convinced by highly polished sales pitches that a tiny box studio flats priced at £300k+ in an run down (up and coming) area are a very good deal! So buy now before it is snapped up by someone else, probably who has yet to even set foot in Britain which highlights London's ultimate safe haven status, not just for the worlds people but capital of tax evading billionaires and people of more ordinary means plowing billions into London's better than gold property market each year.
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Friday, December 11, 2015
Gold Thrives in Fed Interest Rate Hike Cycles / Commodities / Gold and Silver 2015
Gold’s deep new secular lows of recent weeks were fueled by American futures speculators’ overpowering fear of Fed rate hikes. They believe zero-yielding gold is doomed in a higher-rate world, so they dumped gold futures at astounding record rates. The problem is history proves just the opposite, that gold tends to thrive during Fed-rate-hike cycles. This revelation is a super-bullish near-term omen for gold.
Some brief context is essential to frame gold’s apparently dire predicament today. Late July saw gold crushed to new secular lows by a record extreme gold-futures shorting attack brazenly executed to blast through long-side stops and foment panic selling. But this burst selling soon fizzled, leading to a major gold bottom in early August. Over the subsequent few months, gold carved an impressive new uptrend.
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Friday, December 11, 2015
America Living a Lie / Politics / US Debt
"Above all, don't lie to yourself. The man who lies to himself and listens to his own lie comes to a point that he cannot distinguish the truth within him, or around him, and so loses all respect for himself and for others. And having no respect he ceases to love." - Fyodor Dostoyevsky, The Brothers Karamazov
The lies we tell ourselves are only exceeded by the lies perpetrated by those controlling the levers of our society. We've lost respect for ourselves and others, transforming from citizens with obligations to consumers with desires. The love of mammon has left our country a hollowed out, debt ridden shell of what it once was. When I see the data from surveys about the amount of debt being carried by people in this country and match it up with the totals reported by the Federal Reserve, I'm honestly flabbergasted that so many people choose to live a lie. By falling for the false materialistic narrative of having it all today, millions of Americans have enslaved themselves in trillions of debt. The totals are breathtaking to behold:
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Friday, December 11, 2015
Gold and Silver Exceptional Hypocrisy / Commodities / Gold and Silver 2015
Gold and silver finished largely unchanged in a lightly traded session.
There were no deliveries worth noting at The Bucket Shop yesterday. Nothing in gold, and a few bars of silver.
The gold warehouses were completely quiet, sitting tight with warranted (registered) bullion sitting at decades long lows, and with little historical precedent for their ratio to open interest.
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Friday, December 11, 2015
How Far Can The Syria Conflict Spiral Out Of Control - Interview With Pelicourt / Politics / Syria
Business is business, so why not buy oil from ISIS. The Russians claim the Turks are doing it, and in all likelihood even Assad is buying it. No one can fight a war without oil, according to Robert Bensh, partner and managing director of Pelicourt LLC oil and gas company. But while the politically unhinged are coming out the woodwork, the more important aspects of this story remain elusive to the public. Is the dangerously unspoken theory that ISIS is a bulwark against Iran what's keeping the West from tackling the Islamic State wholeheartedly on its territory? With no nation that can control it, the threat is now out of control and a war of ambiguous targets is emerging.
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Friday, December 11, 2015
SDR - China Takes a Big Step Forward / Currencies / China Currency Yuan
On November 30th the International Monetary Fund (IMF) announced that it would admit China's Renminbi currency, commonly known as the Yuan, to the select basket of reserve currencies that make up its Special Drawing Rights (SDR's). Having been stalled by U.S. influence for many years, the long-awaited IMF decision acknowledges the massive transfer of financial power from the old West to the new East. The move heralds an era of potentially great change with global implications for politics, economics and investments.
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Friday, December 11, 2015
Forex Trading Alert: EUR/USD - North or South? / Currencies / Euro
Earlier today, the U.S. Department of Labor reported that the number of initial jobless claims in the week ending December 4 rose by 13,000 to 282,000, missing analysts' forecasts. As a result, the USD Index moved slightly lower, but did it change anything in the short-term picture of the euro?
In our opinion, the following forex trading positions are justified - summary:
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Thursday, December 10, 2015
USDCZK Dips Worth Eyeing / Currencies / Forex Trading
With the end of the year rapidly approaching, traders and investors are busy squaring positions and taking profits in the lead up to the holidays. One of the most notably impacts has been the sustained downward pressure on the US dollar after the currency proved amongst the best performers of 2015, with the dollar index up 8.00% year-to-date. However, in the uncertainty leading up to the FOMC decision next week, the remains softer versus peers despite the potential for the unveiling of a new rate hike cycle. However, by comparison, Europe looks no closer to exiting crisis-driven policies and seems intent on keeping policy accommodative over the medium-term. The Czech Republic in particular has been mirroring the slowdown in Europe, marked by weak inflation and record low interest rates. With a major policy divergence approaching, USDCZK losses might present an exceptional opportunity to gain greater exposure to dollar upside in 2016.Read full article... Read full article...
Thursday, December 10, 2015
Do You Have to Settle for Mediocre Returns in The Stock Market? / Stock-Markets / Stock Markets 2015
"In the republic of mediocrity, genius is dangerous." ~ Robert Green Ingersoll
Morgan Stanley surprised everyone or, at least, tried to by stating that it was no longer going to be easy to make money in the equity markets. Let's stop, right there; was it ever really easy. If it were everyone that jumped into the markets would be wealthy, instead the opposite is true. Right of the bat, we can state that the best place for such advice is the dustbin.
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Thursday, December 10, 2015
Screaming Fundamentals For Owning Gold Bullion / Commodities / Gold and Silver 2015
We’re at a moment of historic opportunity.
By Chris Martenson
Every year or two we update this report which lays out the investment thesis for gold. Here is this year’s version.
Silver is touched upon only as necessary; as a separate report of equal scope is required for that precious metal.
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