A number of people have asked me to comment on Bloom’s speech on the floor of the European Parliament. He is incorrect in attributing the insolvency of...
President Trump just does not understand the dollar. This old school idea that lowering the currency will increase domestic jobs and exports sounds logical, but the...
Come September, Draghi at the ECB will make loans to Eurozone banks on a long-term basis at rates less than the short-term lending window. The objective is to...
QUESTION: Hi Martin, What tools do the US have to TRY and manipulate their dollar lower (other than cutting interest rates) and in your opinion would they be...
The IMF has continued to assume that the zero-bound on interest rates can be a serious obstacle for fighting recessions on the part of the central banks. The IMF...
QUESTION: This whirligig talk of whether the Fed cuts rates by 25 or 50 basis points is carnival-level absurdity. Does the Fed have the “pretense of...
Our confidential sources are reporting that the Fed, ECB, and BoJ have agreed to lobby politicians in an attempt to warn them that they cannot continue propping up...
QUESTION: Dear Martin, First let me thank you for your paradigm shifting blog and the incredible conferences you and your team put together. They really are on a...
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...
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...
