BRICs

The Central Bank Power Shift From West To East, Game Of Thrones Style

The Fed clings to status quo. Other central banks are vying to knock it down, or at least loosen its grip on them. But the Fed behaves as if it has no idea there are other powerful central banks that want to grab and harness its power. It carries on refusing to acknowledge that there may come a time, sooner rather than later, where its power is attacked. The ramifications of such an attack will impact the standing of the U.S. in the world.  The Fed can carry on being oblivious, but Game of Thrones illustrates the struggles playing out right now.

The Disturbing Signs Of Global Conflict Continue To Gather Pace

The signs are ominous, the rhetoric constant. Whichever way you look at it, the world is slowly descending into an ever greater spiral of conflict. We all know that the current wars raging in the Middle East have the potential to go catastrophically wrong and pull the super-powers into something much bigger. You also know things are not good when the so-called ‘conspiracy theories’ from alternative media outlets eventually go mainstream...

The Ultimate 21st Century Choice: OBOR Or War

The G20 meets in tech hub Hangzhou, China, at an extremely tense geopolitical juncture. China has invested immense political/economic capital to prepare this summit. But most of all China will seek greater G20 backing for the New Silk Roads – or One Belt, One Road (OBOR), as they are officially known – as well as the new Asian Infrastructure Investment Bank (AIIB). However, the US hyperpower – not the Atlanticist West, because Europe is mired in fear and stagnation - “proposes” the current neocon/neoliberalcon status quo...

The Chinese Are Buying Gold, Selling Treasuries - Should You?

Since July of 2011, two of the largest and most important asset classes in the world, US Treasury debt and gold valuations, have been moving in contradiction to supply and demand data.  US Treasury rates have fallen by a third since the vast majority of previous buyers since have ceased accumulating... and gold has fallen about 25% on increasing physical demand.  These are simply not the hallmarks of a free market.  However, the only thing investors should be more afraid of than a free market correction or potential market crash is the absence of free markets...

"There Will Be Blood" - The Whole Game Is About Containing Russia-China

BRICS is in a coma. What’s surviving is RC: the Russia/China strategic partnership. Yet even the partnership seems to be in trouble – with Russia still attacked by myriad metastases of Hybrid War. The – Exceptionalist – Hegemon remains powerful, and the opposition is dazed and confused. Or is it?

Brazil's Banana Scoundrels Will Now Win Their Olympics

Brazil remains totally paralyzed by the political/institutional farce. The 8th largest economy in the world, second largest exporter of food products, and largest industrial platform in the developing West is bleeding, badly. Oil workers are accusing the Mob for 1.5 million lost jobs. Huge infrastructure projects are stalled. Large construction companies are virtually broke; Odebrecht by itself fired over 70,000 workers. In parallel Temer The Usurper’s «government» has already started to enact its masterplan – straight from disaster capitalism’s playbook.

Multipolar World Order: Economics Vs. Politics

The transition from a unipolar to a multipolar reality has already changed many aspects of international relations. A revolution that will change everything like nothing in recent history is taking place, forever altering the delicate balance upon which international relations hitherto rested.

Moscow, Beijing, & Washington: A Complicated Triangle

The aspirations to global dominance of the American deep state have resulted in pushing China and Russia to adopt a comprehensive shared strategy in which they place at the center of their relations common interests rather than differences. The maneuvers towards de-dollarization are already being conducted. This for Washington is an existential threat that can hardly be ignored. Equally improbable is the possibility of America halting this drift.

Terrorism As Pretext For Intervention In Middle East

This contradiction speaks volumes about the sheer hypocrisy and double standards of the Western powers: that, when it comes to securing 265 billion barrels of Saudi oil reserves and 100 billion barrels, each, of UAE and Kuwait that together constitutes 465 billion barrels, i.e. one-third of the world’s proven crude oil reserves, they are willing to overlook the excesses that have been committed by such Medieval regimes but when it comes to negotiating with the Islamist insurgents to reach political settlements and to let up on all the violence and spilling of blood in the region, they stand firm against the so-called “terrorists” as a matter of principle. Why do the Western powers overlook the excesses committed by Saudi Arabia where Shari’a is the law of the land and Hudood-style executions are an everyday occurrence?

Add It Up... And It Doesn't Add Up

Continuing deceleration of population growth offset by rate cuts incentivizing ever greater debt loads (with continually underperforming GDP) was the central banks only play. And now as population growth and decelerating demand really begin to wane...the playbook is basically exhausted save for one play...simply print money with which to buy and "permanently retire" those assets. Think Treasury's, think MBS, think equity's...think anything that can be digitally created and digitally destroyed all to perpetually shrink the outstanding float (think perpetual short squeeze). How long this can maintain asset values northward march in the face of the populations southward divergence is anybody's guess.

WWIII? A "Hybrid Geo-Financial War" Between NATO and Russia Is Dangerously Escalating

These waxing and waning empires are dangerous as their vulnerabilities and short-comings become exposed, and their territories challenged. That fact that Putin is being prodded from within Russia to be less diplomatic and more aggressive in posturing for war is downright unsettling. Many of our most dangerous American leaders are all-too willing to poke the bear and evoke a reaction.