• Marc To Market
    12/20/2014 - 12:21
    When the dollar falls, we are told it is logical.  The empire is crashing and burning.  When the dollar rises, the markets, we are told are manipulated.    Well, the dollar is...

Phoenix Capital Research's blog

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The Fed NEEDS Inflation Otherwise the Bond Bubble Will Burst





Yellen doesn’t care about the economy. She cares about the US’s massive debt load AKA the BOND BUBBLE.

 
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The Stuff Is Already Hitting the Fan in the Currency Markets





The financial media is euphoric because stocks are rallying. But stocks are ALWAYS the last to “GET IT.” The currency markets (which trade $5 trillion per day) realize that something MASSIVE is underway. And it’s only just beginning.

 
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The Fed Is Sitting On a $191 TRILLION Time Bomb





Forget about the Fed’s language and its FOMC meeting. The real story is the $100 trillion bond bubble (more like the $191 trillion interest rate bubble based on bonds). When it breaks, it doesn’t matter what the Fed says or does.

 
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The Real Crisis Will Be North of $100 Trillion





The bond bubble today is over $100 trillion. When you include the derivatives that trade based on bonds it’s more like $500 TRILLION. And it’s growing by trillions of dollars every month (the US issued $1 trillion in new debt in the last 8 weeks alone).

 
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Oil's Crash Is the Canary In the Coal-Mine for a $9 TRILLION CRISIS





The story here is not Oil; it’s about a massive bubble in risk assets fueled by borrowed Dollars blowing up. The last time around it was a housing bubble. This time it’s an EVERYTHING bubble. And Oil is just the canary in the coalmine.

 
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This is a MAJOR Warning Signal That the Bubble Just Burst





This is a MAJOR warning signal that the great “recovery” in risk assets was ending. The Fed spent over $4 trillion and managed to create another stock market bubble, but that bubble is ending.

 
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The Next Round of the Crisis Will Reveal that the Entire System is Based on Fraud





So… the prices of assets are fraudulent, the value of balance sheets is fraudulent, and earnings are fraudulent. This means that stock market caps, balance sheets, and income statements are all inaccurate representations of reality.

 
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Could the Entire Post-2011 Move Be Just One Big False Breakout?





Could the Entire Post-2011 Move Be Just One Big False Breakout...A Blow Off Top Induced By Manic Money Printing?

 
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Oil Is a Warning of What's to Come





The entire “recovery” story was total BS and that the Fed has made things worse than before. As always, stocks are the last to “get it.” But we wouldn’t be surprised to see a crash in stocks in the coming months.

 
 
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The $9 TRILLION Crash Your Broker Doesn't Even Know About





This problem is north of $9 trillion… literally than the economies of Germany and Japan COMBINED. And it's bursting NOW.

 
 
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The Biggest Bubble in History is About to Pop





 THE bubble, the biggest bubble in financial history: an incredible $100 trillion monster that is now growing by trillions of dollars every few months.

 
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Forget Stocks, This is the REAL Crisis That's Coming





The 2008 Crisis was a stock and investment bank crisis. But it was not THE Crisis.

 
 
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The Fed's Dudley: Higher Rates Are Coming… There is No "Fed Equity Market Put"





"Let me be clear, there is no Fed equity market put." Bells are ringing for stocks...

 
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The Last Time the Euro Hit These Levels, Europe Was in Total Collapse





Today the Euro is on the cusp of breaking critical support. Draghi will likely see this as a success (he wants inflation). More likely, it will bring in another round of the EU Crisis (the same line was hit when Greece imploded in 2010 and when Spain imploded in 2012).

 
 
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Stocks Have Been More Overvalued Only ONCE in the Last 100 Years





Stocks are not cheap. In fact, they've only been more overvalued ONCE in the last 100 years.

 
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