Market Conditions

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The world is now standing before a seminal moment and virtually nobody can see it. There has not been a more critical moment in the last 50 years than what we are now facing. In 1971, the world faced a similar situation. At that time, only the Chinese understood the
The messages from the ECB and the Fed couldn’t be clearer. They are seeing major problems in the financial system and in the world economy and they will do whatever it takes to save the system. But they will fail. The autumn of 2019 will see a major shift in sentimen
Investors today have Hobson’s Choice. But they still don’t understand the options open to them. Thomas Hobson had a livery stable of 40 horses in Cambridge in the 16th-17th centuries. But customers only had a choice of one horse. They could either take the one ne
How can a small clique of gold owners holding less than 0.5% of world financial assets be right? They are clearly a minuscule minority of obstinate goldbugs and contrarians who are living in the past. Or do these people see something that the majority of investors don’t
Study of Japan Currency and Market In our recent article on “Forecast:  Roadmap for Mighty Dollar in 2019”, we forecast the fall of the US Dollar.  This has generated some interests and enquiries about other currencies.  This is beyond our capabili
Will the average stock portfolio gain 1,900% to make up for the coming 95% fall? This is the unenviable task that investors will be facing in years to come. Six weeks ago I wrote about Alfred, a 74 year old man who during his life made a $14 million fortune in stoc
The astonishing Fed again proved the consistency of its inconsistency. Since its creation in 1913, and especially after WWII, the Fed has always been behind the curve. It is hard to believe that this is just incompetence. The recent change of policy hardly seems
Imagine a casino full of slot machines that all guarantee a constant high return. All you need to do is to put in a bit of money and you will get an incredible income stream for life. Well, this is exactly what the stock market is, namely a remarkable slot machine wi
The statement above is of course totally accurate for a country running budget and trade deficits for over half a century with a total debt, including unfunded liabilities, in the hundreds of trillions of dollars. It could have been said today, but it actually dates
I’d like to look at the bigger picture and consider certain trends we may see over the next decade. I think the deflationary pressures are waning and assets are slowly transitioning into an inflationary period. Major shifts like this require time. It often takes