Phoenix Capital Research's blog
Stocks Are Poised For a Serious Collapse
Submitted by Phoenix Capital Research on 02/04/2015 10:27 -0500The point is not to focus on how stocks bounced the last few days, but how susceptible they are to a very serious collapse occurring when the US Dollar begins its next leg up.
The $100 Trillion Global Debt Ponzi Scheme
Submitted by Phoenix Capital Research on 02/02/2015 15:57 -0500If you are an investor, your big concern should not be about stocks… but what happens when the bond bubble goes bust.
Could the US Dollar Carry Trade Crash Stocks?
Submitted by Phoenix Capital Research on 02/01/2015 15:51 -0500The last time that stocks were strongly disconnected from reality and the US Dollar began to rally hard was 2008.
Why Are Central Banks Terrified of Debt Restructuring?
Submitted by Phoenix Capital Research on 01/30/2015 10:16 -0500... because debt restructuring would burst the $100 trillion bond bubble... and implode the big banks.
An Entire Generation of Fund Managers is Unprepared For the Next Crisis
Submitted by Phoenix Capital Research on 01/28/2015 15:42 -0500Forget rate hikes… an entire generation of investors and money managers (anyone under the age of 55) has been investing in an era in which risk has generally gotten cheaper and cheaper. What happens when the bond bubble bursts?
Greece is the Canary In the Coal Mine for the $100 TRILLION Bond Bubble
Submitted by Phoenix Capital Research on 01/27/2015 12:26 -0500Greece will be first, followed by the rest of the PIIGS in Europe. Japan is also on the block as will be the UK and ultimately the US.
You Do Not Get Moves Like This Unless Stuff is Hitting the Fan
Submitted by Phoenix Capital Research on 01/26/2015 10:16 -0500Something MAJOR is happening in the financial system right now. You DO NOT get 20+% moves in the US Dollar during normal, healthy environments.
The $9 Trillion US Dollar Carry Trade is Blowing Up
Submitted by Phoenix Capital Research on 01/23/2015 19:04 -0500The US Dollar rally, combined with the ECB’s policies are at risk of blowing up a $9 trillion carry trade.
Draghi's QE Could Be What Pops the $100 TRILLION Bond Bubble
Submitted by Phoenix Capital Research on 01/22/2015 10:12 -0500We are much closer to the end of the Central Bank-fueled $100 trillion bond bubble than ever before. This could be the beginning of the end.
The Beginning of the End of the $100 TRILLION Bond Bubble
Submitted by Phoenix Capital Research on 01/19/2015 11:33 -0500The fact that Central banks are now openly cutting interest rates to NEGATIVE should tell you how far along we are in terms of funding problems (at these rates, bond holders are PAYING the Government for the right to own bonds). From a baseball analogy we’re in the late 8th, possibly early 9th inning.
The Financial System Broke Last Week
Submitted by Phoenix Capital Research on 01/17/2015 15:16 -0500At this point the current financial system was irrevocably broken. We simply had yet to feel it.
The Next Round of the Great Crisis as Begun
Submitted by Phoenix Capital Research on 01/15/2015 17:10 -0500At this point, the writing is on the wall: nothing can be taken for granted. No assurances or promises or proclamations will hold.
Is the Stock Bubble Bursting?
Submitted by Phoenix Capital Research on 01/14/2015 12:33 -0500We still have a LONG way to go to catch up with Oil, Copper, and Junk Bonds.
555 Trillion Reasons Why Central Banks Won't Let Rates Normalize
Submitted by Phoenix Capital Research on 01/13/2015 11:11 -0500The Fed may raise rates a token amount this year, but the move will be largely symbolic. You can bet there will NEVER be a shock and awe interest rate raise.
Copper Just Marked the End of the "Recovery"
Submitted by Phoenix Capital Research on 01/12/2015 14:09 -0500Take note, Copper just broke down out of the massive wedge pattern formed after the 2008 Crash:


