Archive - Oct 9, 2014 - Blog entry

Mega-startups go parabolic. Flame-out already happening.

Propaganda Worldwide...

There are some serious reserves 'estimate' discrepancies rife in the U.S. shale industry that could be at least on par with how Enron 'mis-communicated' to investors its leverage position...

Nope, no deleveraging here...

At the end of the day, the Fed with its misguided theories have demolished capitalism: the single most powerful form of wealth generation in the history of mankind. All the Fed has really accomplished is leverage the entire financial by an even greater amount… which has set the stage for a collapse that will make 2008 look like a picnic.

Screening With a Thermometer Is Guaranteed to Fail …

Why Don't We Do THIS?

Copious amounts of monetary whiskey have been downed in the global economy and yet the recovery remains weak at best. The mother of all monetary hangovers awaits us all and will likely manifest in stagflation and sharply higher inflation.

The market is primed to drop. Now is the time to prepare.

Tepid response to yesterday’s rally turned negative this morning. Risk off in pre-market with /es -6.00. Asian markets mostly positive. European markets turned lower in anticipation of US open. 10 year yield at 2.318%, maintaining the-under 2.4% stance.