Blog/Interest Rates

Is it the Elections or Interest Rates?

QUESTION: Dear Marty, Thanks for the continuous enlightening blogs about increasing interest rates and its effects on EM’s and others. Today on Bloomberg , [...]

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It Ain’t Interest Rates – It’s the Elections Stupid!

Jeff Bezos of Amazon loses about $80 million for every dollar the stock goes down.  No billionaire was hit as hard by the drop this week in the share market than [...]

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Interest Rates & the Long-Broad Trend

QUESTION: Mr. Armstrong; I cannot tell you how much I respect your work and your computer. It is so obvious that you have been correct on every market. Even last [...]

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Bonds & The Record High Short Position Can Majority Be Wrong?

  QUESTION: Hi Marty, Can you help us better understand the dynamics of the sovereign debt crisis as it relates to US Treasuries? I know we are in a global [...]

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Directional Changes & the Worst in 40-Years

QUESTION: Marty; Your directional changes are amazing. They signal a change but it can be a turn as well as a sudden blast to the upside. You also mention that this [...]

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Real Estate & Understanding The Role of Debt

QUESTION: Dear Sir/Madam Thank you so much for what you all do. I was just reading today’s Blog 17-08-2018 –  ‘ Real Estate – Leverage – [...]

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Who is the Fool? The Borrower or the Lender?

Many people worry about over-indebtedness and point to a default of borrowers. It is interesting how the view of debt is always the low-life borrower. In reality, [...]

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Fed Upgrades Economy to Strong

The talk behind the curtain remains that the Fed is still under pressure to PLEASE don’t raise rates. The lobbying continues from the IMF, ECB, and Emerging [...]

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European Banks Lending in USA Rather than Europe?

European banks have been lending in the United States quiet aggressively because (1) the economy is doing good so there is a demand for loans contrary to Europe, [...]

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Trade Wars & Rising Interest Rates – The Top Concerns of Fund Managers

The interesting fact is that the majority of fund managers today have reduced their equity allocation to their lowest level since November 2016 according to [...]

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