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"Sleepwalking Into An Even Worse Version Of The 1930's Depression"

"Governments around the world do not seem to understand the situation we are facing. In large part, this is happening because economists have built models based on their view of how the world works...We seem to be sleepwalking into an even worse version of the Depression of the 1930s."

Can The Permian Push Oil Prices Down To $40?

Two analyst firms have revised upwards their production growth forecasts for the Permian, expecting oil output there to be 300,000 bpd higher by the end of this year...That’s the kind of consensus market players like to see, especially when it comes a couple of days after reports that investors are pulling out from the Permian.

The Billionaire Bears Club

"The next crisis won’t start in the equity market, or even the high yield bond market. The next crisis will occur when Central Banks lose control of sovereign bond markets. I know that is exactly the opposite advice that the Billionaire Bears Club boys are giving you, but I don’t mind being on the other side of their trade... Economic weakness will just mean more printing, it is economic strength that should worry the equity bulls."

Conspiracy Or Chaos?

“The main thing that I learned about conspiracy theory is that conspiracy theorists believe in a conspiracy because that is more comforting. The truth of the world is that it is actually chaotic. The truth is that it is not The Iluminati, or The Jewish Banking Conspiracy, or the Gray Alien Theory. The truth is far more frightening – Nobody is in control. The world is rudderless.

Some Thoughts On "Long-Term Investing"

Investing just for the sake of having your money in the stock market is a fools bet. As the old adage goes: “If you are sitting at a poker table and can’t figure out who the pigeon is…it is probably you.”

Is The Yellen Fed Planning To Sabotage Trump's Presidency?

"The question is: Will the economic backdrop be favorable for Republicans to campaign on the Trump agenda? That remains to be seen. Given the stakes, Donald Trump’s hiring decisions at the Fed could make or break his presidency."