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We’re At Step 2 Of The Global Real Estate Compression
In continuing with my rant against the ratings agencies (see Interesting Documentary on the Power of the Agencies) I bring you additional evidence that their seemingly incompetent behavior leading up...
View ArticleMoody’s Downgrades Italy, Spain, Portugal And Others; Puts UK, France On...
You know there is a reason why Europe just came crawling with an advance handout looking for US assistance: Moody’s just went apeshit on Europe. In other news, we wouldn’t want to be the company that...
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Spanish Bond Yields – Who’s A "Natural" Buyer Of The 10 Year
From Peter Tchir of TF Market Advisors Spanish Bond Yields – Who’s A “Natural” Buyer Of The 10 Year Spanish 10 year bonds are above 5.5% now. They once again failed to hold early gains, and the...
View ArticleAn Annotated Paul Brodsky Responds To Bernanke’s Latest Attempt To Discredit...
Last week, Bernanke’s first (of four) lecture at George Washington University was entirely dedicated to attempting to discredit gold and all that sound money stands for. The propaganda machine was so...
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RX For Revisionist Bunkum: A Lehman Bailout Wouldn’t Have Saved The Economy
Submitted by David Stockman via Contra Corner blog, Here come the revisionists with new malarkey about the 2008 financial crisis. No less august a forum than the New York Times today carries a front...
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The Global Dollar Funding Shortage Is Back With A Vengeance And “This Time...
The last time the world was sliding into a US dollar shortage as rapidly as it is right now, was following the collapse of Lehman Brothers in 2008. The response by the Fed: the issuance of an...
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A Full Analysis and Step-by-Step Guide for EU Area Residents To Aid In...
Here come capital controls in Europe. Of that, I have little doubt. Actually, they are already here, both in legislative form and in action. Let’s walk through what they are, why they’re here, how they...
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The Question Is Not Is Deutsche Bank the Next Lehman, It’s “Is Lehman the...
So,Tyler just ran an interesting piece titled “Is Deutsche Bank The Next Lehman?” There is one correction that needs to be made where Tyler says “Probably the first public indication that things were...
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Global Dollar Funding Shortage Intesifies To Worst Level Since 2012
The last time we observed one of our long-standing favorite topics (first discussed in early 2009), namely the global USD-shortage which manifests itself in times of stress when the USD surges against...
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Deustche Bank and the Anatomy Of A European Bank Run: Look at the Situation...
Following up on Deutsche Bank as Ground Zero?, I’d like to focus on the deteriorating credit metrics at Germany’s largest bank. To be absolutely honest, an educatied consumer is the at odds with the...
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