Midweek Macro Musings
by[This first appeared here http://truesinews.com/2015/04/08/midweek-macro-musings/] Here we present one of a series of brief runs-though of the salient events of the past week or so….
Markets
How liquidity drives the US stock market
byIn a market economy a major service that money provides is that of the medium of exchange. Producers exchange their goods for money and…
Analysts admit outlook ‘uncertain’ after sun disappears
by“March 17 – Bloomberg (Kelly Bit): “Ray Dalio, founder of the world’s largest hedge fund firm, Bridgewater Associates, told investors there’s a risk that…
Falling Interest Causes Falling Wages
byInterest rates have been falling for over three decades. Conventional economics has two things to say about this. One, inflation expectations are falling. Monetarists…
I Am Blind
by“Marketing is what you do when your product is no good.” – Edwin Land. Rosser Reeves was one of the most celebrated American…
Global M
by[You can find the original article here http://truesinews.com/2015/03/11/global-m/] As part of our analytical process, we frequently consult our proprietary estimate of global money supply, something we construct by…
Americans See Big Corruption In Big Business
by[Editor’s Note: this piece first appeared at Epic Times http://www.epictimes.com/richardebeling/2015/03/business-ethics-and-moral-market-conduct/] A recently released report on the degree of confidence that Americans have in the…
Greater fool theory
by“Mr Draghi announced this week that the ECB would not buy bonds yielding less than minus 0.2 percent..” – Ralph Atkins for the Financial…
THE TROJAN HORSE BATTLE FOR THE EURO
byAt a recent conference hosted by a major global bank in London I sat on a panel alongside a macro investment strategist who referred…
New high! (Zzz.)
by“The FTSE 100 has at last topped the record it set at the close of 1999. Should Britons celebrate ? Probably not.” – John…