Archive

July 21st, 2016

234 Billion-Dollar-Managing Fund Unclear Why Market Ignoring The Biggest Risk

"It's unclear why this hasn't been a significant driver of markets across the board... maybe we just haven't hit the threshold," exhorts $234 billion bond fund Invesco's Ray Yu. The head of the firm's macro research told Bloomberg that a general theme of political risks increasing or political risk premium has been prevailing for the last few years and we are now seeing tension between established political regimes and populist movements.

Sharia In Denmark

After the television documentary, "Sharia in Denmark", embarrassed Danish authorities by revealing how widespread the preaching of sharia is in mosques in Denmark; the Danish government, in May, concluded a political agreement about "initiatives directed against religious preachers who seek to undermine Danish laws and values and who support parallel legal systems."

July 20th

George Soros Doubles Down: Accept 300k Refugees Costing $30Bn, Or Risk EU Collapse

Seemingly doubling down on his comments in April (following what he called Europe's "flawed asylum policy"), George Soros details his plan (over-riding the current "piecemeal approach") for rescuing Europe before it is too late. Simply put, the billionaire says the EU must take in hundreds of thousands of refugees a year, spend at least 30 billion euros (a minor sum, since he believes it can all be financed by debt and taxes) or Europe faces an "existential threat."

Potential Crisis Triggers Continue To Pile Up In 2016

We are a little over half way through 2016 and, at the current rate, it will be a miracle if the year finishes without outright catastrophe in half the nations of the world. Some might call these events “Black Swans,” some might call them completely engineered threats, others might call it all a simple “coincidence” or a tragedy of errors. We stand strictly by the position that most of the dangers we see today have been deliberately escalated, if not strategically implemented. Chaos is NOT the end game, it is only a tool by which the elites gain psychological leverage over the masses so that people willingly give up their rights to self determination and hand more power to the establishment.

"My Own People Hate Me!" - Black Brooklyn Cop Slams "False Narrative Of Black Lives Matter"

"I haven’t slept well in the past few nights. Heartbreak weighs me down, rage flows through my veins, and tears fills my eyes. I realized...  Black Lives do not matter to most black people. Only the lives that make the national news matter to them. Only the lives that are taken at the hands of cops or white people, matter. The other thousands of lives lost, the other black souls that I along with every cop, have seen taken at the hands of other blacks, do not matter."

Visualizing The Volatile History Of Crude Oil Markets

Crude oil is the world's most actively traded commodity (and today's chaos evidenced that perfectly), and oil-related markets are a staple for traders, hedgers, investors around the globe. The below infographic, put together by Aspect, covers the history of crude oil trading, while also highlighting the major events that have shaped the landscape of the oil market as we know it today.

Elon Musk Reveals His "Master Plan", Part Deux

Create stunning solar roofs with seamlessly integrated battery storage
Expand the electric vehicle product line to address all major segments
Develop a self-driving capability that is 10X safer than manual via massive fleet learning
Enable your car to make money for you when you aren't using it

What The "Gambler's Fallacy" Tells Us About Where The Market Will Go next

The Dow has closed at a record high for nine days in a row, so it (and U.S. equities generally) MUST be ready for a pullback, right?  Not so fast.  Thinking that reversion to the mean happens swiftly and reliably is something called “The Gambler’s Fallacy”.  To borrow from an old capital markets aphorism, things can stay weird longer than you can stay solvent betting against them.