• Phoenix Capital...
    10/30/2014 - 10:10
    The Fed has ended QE. And it won’t be launching a new program anytime soon. So when this rally ends and stocks collapse, the Fed won’t be coming to the rescue.

Yves Lamoureux's blog

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A New Credit Based Asset Allocation Model





Can you imagine successfully navigating the next decade ahead with a great system. We have arrived at a juncture that will require major efforts on the part of investors to reshape their investments. You see, we believe that major forces at work will be to the benefit of credits. We propose a structure that removes any debt based investments.

 
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Hyperinflation Started On The 25th Of July 2012 !





Gold’s recent move down is tracking our forecast.We saw an initial shock to gold as the pressure of higher rates moved through the system. What is perhaps lost on most market observers is the slowing pace of global liquidity flowing into the system. You could call the current situation a problem of velocity synchronicity.

 
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The End Of The Bond Bull A Pre-Condition To Hyperinflation!





I was a super bull of long-term bonds. I stated my case over 3 years ago with a yield target on 30-year maturities of 2.5%. Back then, the timing and structure looked right for another run to new highs. Discussions about hyperinflation were premature.

 
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