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For the first time since the 2008 Great Recession – corporate bond yields have inverted. . ."

"The beauty of buying at this point in the cycle is, we don’t have to be precisely correct – we just have to be generally correct... What I mean is: since uranium prices are still very low, and uranium producers are even lower – there isn’t much downside risk from here..."

Take a look at the historically accurate South Korean Export Growth Indicator...

This is going to cause an evaporation of dollar liquidity – making the markets extremely fragile.

The market isn’t pricing any of this increasing risk in at all..."

The smart money is bolting for the exits.

in the mind of herd investors and financial ‘experts’, owning Italian bonds were safe and low risk – that is, until it wasn’t...

What’s puzzling is that the last time delinquencies were this high, the U.S. economy was in a deep recession

"The only answer I can think of is that the bond market is calling the Fed’s ‘economic growth’ bluff"

"...a stronger U.S. Dollar and rising interest rates wreak havoc on emerging markets and foreign debtors that borrowed in dollars... Putting it simply – if history shows us anything, then there is a global earnings recession right up ahead..."

People don't realize how the latest ‘growth’ the U.S. has had is superficial – all thanks to a weaker dollar.

"We must ask ourselves – 'if things are going so well, why are subprime loan delinquencies at a 22-year high?'

The U.S. Dollar has been on a tear over the last few weeks.

"I have been looking at some important – but little used – indicators that are showing very troublesome economic data."

This is a recipe for disaster: declining foreign demand of U.S. debt at a time when the U.S. needs significantly more funding is worrisome.