Archive - Oct 24, 2015

Equity markets have not priced a meaningful slowdown in global corporate earnings. They are still pricing in central banker commentary... for now. History teaches us that equity turbulence accompanied by meaningful economic softness often marks the turn from a secular bull market in to a bear market.

This is also why the debt ceiling needs to be raised every year, and the US has doubled the national debt over the last 8 years.

Shinzo tackles negative demographics...

...more Venzuelans than Americans believe their children's financial futures will be more secure than their own...

Like medical chemotherapy, Iceland's economic chemotherapy was horrible, but the cancer of debt-deflation was eradicated and the system made whole.

Butler believes that since the end of the Bretton Woods monetary system, there is a strong case for having higher allocations to physical gold. He warns of the risk inherent in gold ETFs due to the levels of legal indemnifications.

Spain, France., Italy, Uruguay, have all begun implementing laws to ban physical cash for certain transactions. This is just the start.