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World View v Domestic & Why It Has Been Always Wrong

COMMENT: Mr Armstrong, I want to thank you for I listened to the forecasts of analysts who said Europe and Emerging Markets were the best places to invest because the US was overpriced and would crash. I was introduced to you by a friend. I listened. I cut my losses and switched to the domestic […]

The Shift from Public to Private Assets in Europe

QUESTION: Marty, at the Rome WEC you put up that chart that showed historically private sector yields have gone below public. That really demonstrated your point on this shift from public to private. Now with Deutsche Bank on the ropes, here in Denmark, even mortgage bonds are going negative. Is this the real panic you […]

European Tour – The Calm Before the Chaos?

I am writing from Frankfurt here for meetings ahead of the chaos awaiting the May elections. In Frankfurt, while the economy is clearly slowing, the financial capital is booming. New skyscrapers are rising to join those of Commerzbank, Deutsche Bank, DZ Bank, Helaba and others on Frankfurt’s skyline. This is another sign that there is a disparity […]

Hillary’s Connections to Russia-Gate & Schumer’s Resolution to Prevent Any Investigation in the Magnitsky Act?

One of the gaping questions that have gone unanswered is why has Mueller not taken Putin up on his offer to go question the Russian intelligence officer he has indicted in Russia? Putin said he would allow Mueller and his team to travel to Russia and be present at the questioning of 12 Russian military […]

Market Talk- January 16, 2019

It appeared the rally seen in US stocks was insufficient to impress Asia with core markets closing mixed. Japan’s Nikkei returned some of yesterdays gains falling -0.55% with the Yen also trading a little heavy this evening, now with a 109 handle. It was a less than decisive day for Nikkei opening almost where it […]

Market Talk- December 27, 2018

Although dealing desk will still be on skeleton staff until January 2nd, all will be receiving calls and checking levels today after the scare following the Christmas Eve scare. Markets globally, drop from 2% – 4% Monday, but with volumes extremely thin. From Asia to the US, fears were spreading as talks of regulators being […]

Market Talk- December 12, 2018

The, eventually, positive tone from the US markets were helpful for the Asian opening. However, talk that China and the USA are progressing on the trade talks was really what gave the whole region confidence. All core opened well with little sign of looking back. It was only the Shanghai index that lost momentum towards […]

Custodial Risk

QUESTION: I have been a reader for 10+ year, Socrates subs and reg for Orlando WEC. Thank you and as a Veteran, I admire your courage and service. Ques: Under Dodd-Franks & Bail-In & Bankruptcy Priority; and, due to the Global Debt Crisis, is there a Custodial Risk for Investors a) who are “beneficial owners” […]

Market Talk- December 10, 2018

More disappointment today for Asian stocks following the release of yet another weak economic data point. This morning markets responded to the poor trade data for November release as a 5.4% release was way below the double digits expected. Australia ASX had the first opportunity to respond and although held openings levels for a while, […]

Market Talk- November 29, 2018

The Shanghai index managed to hold onto gains for longer than the Hang Seng, but eventually both closed negative. Talk is, that a US/China Trade deal would be forthcoming but with a distinct lack of detail and a possible misinterpretation by markets. Core Shanghai reacted most with a 1.3% decline, while Hong Kong held in […]