Capital Markets

After 100 Months Of Buying-The-Dip - Stockman Warns Of "Peak Crazy"

"Just call it Peak Crazy and move on. There is absolutely no reason for the stock markets to be at current levels, let alone melting-up day after day. The fact that this is happening is a measure of how impaired capital markets have become as a result of massive central bank intrusion."

Futures Up, Gold Down With World "On The Brink"

Despite the dramatic action in Bitcoin this weekend, it appears the world's wise capital markets investors know just what to do faced with civil war in America, kinetic war with Venezuela, and nuclear war with North Korea - simple - Buy The Dow and Sell Gold...

"The World's Most Feared Investor" Lashes Out At Safe Spaces

"Central bankers who are desperately attempting to keep asset prices well above their free-market values serve to create the very opposite of a "safe space." It is actually a brittle and unsustainable space — brittle because nobody knows when the artificial constraints on volatility and price-discovery will suddenly and tectonically shift and return closer to historically-normal levels."

US Equities Are Now 'Safer' Than Foreign Exchange

While Draghi shook things up in late June, it appears to be Janet Yellen's flip-flop that has sparked the latest regime shift in global capital markets. Since then, traders' expectations for foreign exchange uncertainty has surged, while the outlook for equity, rate, and oil uncertainty has tumbled. This has left the market now seeing equities as safer than currencies...

A Tale Of Two Countries (Or How The Fed Enabled Corporate Kingpins To Scalp Billions)

"...capital markets are deeply and perhaps irreparably broken by the Fed’s massive falsification of financial asset prices... all this financial engineering has starved the real main street economic for capital investment - even as the cash flows shunted back to Wall Street have showered the fast money operators and gamblers with massive windfalls."

WTF Chart Of The Day: Draghi's 'Markets' Have "Totally Gone Nuts"

If you want to earn a yield of about 2.4%, which instrument would you rather have in your portfolio, given that both produce about the same yield, and given that one has a significant chance of defaulting and getting you stuck with a big loss, while the other is considered the safest most boring financial investment out there?

Netflix Is Spending Twice As Much As Amazon On Content

To continue its growth, Netflix will have to spend some $8.7 billion in cash on new content, nearly $2 billion more than it did in 2016, and more than double what its nearest, and cash flow positive competitor, Amazon, is spending on new content.

4 Financial Components To Improved Russian Relations

"With the U.S. preparing to confront China and go to war with North Korea, Russia is an indispensable ally for the U.S... There are huge implications on capital markets as these hegemonic powers continue to edge toward war..."