Blog

Why Are Equities so Disconnected from Economics?

Normally, equity valuations reflect the present value of future cash flows that are primarily a function of current cash flows, growth expectations, and then the [...]

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Why Nobody Wants to Forecast the Business Cycle

COMMENT: It is fascinating how your work has been so accurate on forecasting the business cycle, yet you are probably the most ignored by the mainstream media. The [...]

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Market Talk – July 11, 2019

ASIA: President Trump tweeted today that China has let us (the U.S.) down by not purchasing American agricultural products as promised. This could impact the [...]

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PRIVATE BLOG – Powell & Interest Rates

PRIVATE BLOG – Powell & Interest Rates Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please [...]

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BOJ Trapped – How will the Nightmare End?

Bank of Japan (BOJ) Governor Haruhiko Kuroda publicly stated that it may maintain ultra-low rates for a further period of well over a year. However, he also warned [...]

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EU Refuses to Negotiate Fairly with Britain – Demands of a Customs Union

QUESTION: Mr. Armstrong; could you explain this whole Customs Union issue in BREXIT? Some see it as a great idea, others say it is surrendering sovereignty to [...]

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France Refuses any Negotiation on BREXIT & Demands to Punish Britain

Paris is adamant that the EU should not renegotiate the Brexit deal. The French want to punish the British at all costs, and that means at the expense of their own [...]

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Market Talk – July 10, 2019

ASIA: Russia reported that China has announced plans to open six new free zones as an attempt to open up its economy (with external pressure to do so). China also [...]

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Goldman Sachs Control the SEC

QUESTION: you spoke about trump draining the swamp, how would you drain the swamp, we agree it needs draining? tg ANSWER: The first thing you have to do is [...]

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Why is Weather Analysis so Corrupt?

QUESTION: Your correlations about the weather have been very interesting. What I understand is that as the climate has shifted into solar minimum, the weather gets [...]

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