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When Down is Up – In Global Markets (#60)
As highlighted in our Economic Report, China’s economy is dangerously leveraged and the government knows it
Mar 23, 20142 min read


Global Economy, 2014 – Looming Catastrophe Part 2 (#58)
In Part I of this Report we emphasized the dangers of the mounting debt, against the still shrinking economic output of global economies.
Mar 12, 201417 min read


Global Economy, 2014 – Looming Catastrophe Part 1b (#57)
Most numbers pertaining to China nowadays make everything else look rather insignificant in comparison when compared to most other countries
Mar 2, 201410 min read


Global Economy, 2014 – Looming Catastrophe Part 1a (#56)
The extraordinary printing press liquidity being pumped into the global financial system, and artificially held low interest rates
Mar 1, 20147 min read


Governments and Central Bankers – The Blind Leading the Blind (#54)
Wall Street and the related financial institutions, such as Big Banks, Insurance Companies, Hedge Funds and Private Equity Capital Companies
Feb 7, 20148 min read


Year End Global Economic Report – Running Out of Runway (PART 3 - Europe & India) (#48)
In our view, Europe is in deep economic and political trouble at this time. Many of its members are teetering on the edge of economic
Nov 17, 20134 min read


Year End Global Economic Report – Running Out of Runway (PART 1) (#46)
For the last five years the Federal Reserve has given it all, going to extraordinary lengths to try and lift the damaged U.S. economy
Nov 15, 201310 min read


Torrents of Liquidity – Building a Tsunami (#37)
So let us ignore the surface noise, and look deeper into the underlying realities of the major economies to discern the real trends
Aug 14, 201314 min read


Federal Reserve Backs Down – Stock Markets Jump! & Then Flinch (#35)
Upon being reassured by the most powerful Central Banker, that the party isn’t going to be over anytime soon, the markets jumped
Jul 12, 20133 min read


Current Asset Markets & Economies – The Inversion of Fundamentals (#34)
Fundamentally asset markets are supposed to reflect the underlying strength of the national economies.
Jul 8, 20135 min read


Central Banks – Scare the Markets and then Scare Themselves (#32)
As asset bubbles, equity, bond and real estate markets, around the World continued to inflate due to the seemingly endless liquidity
Jun 26, 20134 min read


Taking Stock – Mid-Year 2013 (#30)
in our geopolitical economic reports, we bucked the general consensus that ongoing and massive stimulus was going to foster global economic
Jun 24, 20136 min read
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