Investment Watch Blog

by confoundedinterest Given the advent of on-line shopping, commercial real estate prices are not quite back to where they were at the height of the asset bubble prior to the financial crisis of 2008-2009. Suburban office space is barely above the pre-crisis peak. On the other hand, apartment prices are substantially above where they were in … Read more

by confoundedinterest This is a tale of two Central Banks: The US Fed and the European Central Banks. And their respective commercial banks. First, The Federal Reserve. US commercial banks recovered from the global financial crisis, although not completely. But for the ECB, such is not the case for European banks. Indeed, this a tale of two … Read more

Benjamin Franklin said that: “When the people find that they can vote themselves money that will herald the end of the republic.” How prescient and true. Once theft and redistribution by government is considered acceptable, the downward spiral of civilization begins. It can last for decades, or even centuries. But the end result is always … Read more

via @GS_CapSF: Housing looks like shit. Permits, starts, housing under construction all declining YoY. The weather related snap back lasted one month. Builders not breaking ground even after permitted show lacks of confidence in ability to sell. Number of sales falling off a cliff. #housing Construction as a percentage of GDP isn’t huge but has a … Read more

by Lance Roberts Steve Goldstein recently reported for MarketWatch that closely watched auto sales were leading economists to be more confident in their economic outlook for the rest of the year. To wit: “Motor vehicle sales reached a seasonally adjusted annual rate of 17.45 million in March, up from 16.57 million in February, according to data from Autodata. That’s … Read more

By Robert Ross Chances are you’re overlooking an entire class of safe, high-yield stocks… These stocks have dividend yields averaging 5.7%. Yet very few retail investors own them. That’s a shame. It means you’re probably leaving a lot of (predictable) money on the table—a thought income investors should cringe at. If you haven’t figured it out already, … Read more

TOPICS IN THIS INTERVIEW: 02:20 Prepping for a crash, Trump’s CRACKDOWN on the FED 07:00 Debt growing faster than the economy 15:00 Connections between the FED and politics 22:10 Wealth transfer from baby boomers to Millennials – is all as it seems? 26:55 Gold investors frustrated, drained and out of hope 33:15 What is the … Read more

https://www.youtube.com/watch?v=80EY1vNOwdA Journalist organisations have condemned French police after 2 reporters were detained on Saturday – during the 23rd consecutive weekend of the Yellow Vest protests. ‘There’s a question emerging: is there a determination to intimidate journalists? We have an impression some of them are being targeted’ – Vincent Lanier, The National Union of Journalists ‘Since … Read more

Giuliani: Mueller had conflilcts of interest https://www.youtube.com/watch?v=diy-x… Comey And McCabe Should Be Charged With… https://thefederalist.com/2019/04/12/…   With zero cause: http://archive.is/2YxCS https://www.youtube.com/watch?v=CBbWVMOrnus Collin Rugg from I Love My Freedom reports, Now that the full redacted Mueller Report is out, the media has entered an all out conspiracy theory mode as they are trying to push the … Read more

Socialism has failed across the world – from the Soviet Union and Eastern Europe to China, Vietnam, North Korea and, most recently, Venezuela. So now the left references countries like Denmark as “proof” that socialism works. Otto Brons-Petersen explains why they’re wrong: Denmark is just as capitalist as the United States.  

by Dave Kranzler of Investment Research Dynamics “The credit creation theory was something I intuitively grasped before from other alt-media sites, John nailed it down.” – Comment from someone who watched the podcast below The “money supply” number as provided by official Federal Reserve statistics, it turns out, is not the true money supply. The fractional banking system allows … Read more

By Tsvetana Paraskova After rallying more than 30 percent year to date, oil prices could be set for a further upside in coming weeks as a combination of near-term bullish supply-side factors could push prices higher than current levels. Over the next few weeks, several critical geopolitical events could set the trend for even higher … Read more