Investment Watch Blog

THE DISHONEST CPI DILEMMA   h/t @OccupyWisdom

https://www.youtube.com/watch?v=RI-coUrc6O4 While many people have celebrated gains in the stock market and government employment numbers which paint a rosy economic picture – America’s economic future is not good. Stefan Molyneux looks at the economic Sword of Damocles which hangs over the head of every American and the tragic amount of suffering that will occur when … Read more

by Martin Armstrong CNN Money is reporting the headline “A top JPMorgan Chase executive is warning that stocks could fall as much as 40% in the next few years.” CNN reports that Daniel Pinto, JPMorgan’s co-president, said on Bloomberg Television he believed that market gains should continue for the next year or two. However, he added that investors … Read more

by Martin Armstrong QUESTION: Mr. Armstrong; Has interbank lending collapse due to a lack of confidence concerning counter-party risk? Thank you for being a rare source with experience ER ANSWER: Yes that is a correct statement. The failure of Lehman and Bear Sterns was the result of interbank lending when they could not make good on the collateral … Read more

via Zero Hedge  The Strategic Investment Conference 2018 kicked off in San Diego with a keynote speech from David Rosenberg of Gluskin Sheff titled, “Year of the Dog: Will It Bark or Bite?” (Spoiler: The latter). Rosenberg began by running through a list of his own metrics: forward P/E, price/sales, price/book value, enterprise value/EBITDA. Not … Read more

by Dave A close below the previous low of 9260 will confirm the double top.  That would be in line with the current longer term bitcoin downtrend. Currently bitcoin is trading at 9000. More likely than not, we retest 6000.

Are Pension Funds Embracing Too Much Risk? https://www.youtube.com/watch?v=a9GIF36r6IM Alarming: This huge pension fund loses 5% of its assets in just 11 trading days. Is the worst yet to arrive? According to EWI’s analysis, ALL investors need to learn how to get “financially safe.”

https://www.youtube.com/watch?v=pnkxRQl6tJI Police are too busy being social workers.

via Mike Mish Shedlock “Will there be a mismatch between what the U.S. wants to sell (Treasuries) and what the world wants to buy?” Brad Setser asks the above question in his “Follow the Money” post How Will the U.S. Fund its Twin Deficits? In the past few years, the U.S. Treasury has needed to, on net, … Read more

via Sid Verma HSBC’s famed bond bull Steven Major has a bearish warning as short-term dollar funding costs swell to levels last seen in the financial crisis. The Federal Reserve’s monetary tightening will increase yields on Treasury bills further and weigh on financial conditions, testing appetite for assets sensitive to the discount rate, he says. “Higher Treasury … Read more

https://www.youtube.com/watch?v=FaNsiMhTRQs Synopsis: Mark Stein tonight did a great exposé on how off the wall Louis Farrakhan is, and how the Democrats are desperate for the MSM not to cover their connections to him. [insert]

by WARREN MOSLER Killing the goose that’s laying the golden eggs: Trump says China has been asked for plan to cut trade imbalance with U.S. Mar 7 (Reuters) — U.S. President Donald Trump said on Wednesday that China has been asked to develop a plan to reduce its trade surplus with the United States. Trump is … Read more

https://www.youtube.com/watch?v=Gd2wlhfrdnk I hope Gowdy stays safe. Clintons and the kenyan have lots of dead bodies, as in Fostered.   DS

by Tom McClellan We are at a fascinating turning point in the market’s path, and it is worth reviewing some recent Chart In Focus stories to see how they turned out, and to look at what might lie ahead.  I usually refrain from doing reruns, but in each case there is new information that I find … Read more

by Martin Armstrong The drop in the market yesterday was widely attributed to Gary Cohn resigning from the Trump Administration over his tariff policy. That must be a real shock because Gary Cohn has resigned as White House chief economic advisor. The press attributes Cohn’s planned departure comes on the heels of a decision by … Read more

By Jay Syrmopoulos Washington, D.C.— Rep. Thomas Massie (R-KY) took to social media to sound the alarm about gun control legislation he first warned about last year, which at the time was coupled with H.R. 38, the Concealed Carry Reciprocity Act, in an effort to amend the Brady Handgun Violence Prevention Act to “require each federal agency … Read more

The leader of North Korea, Kim Jong Un, appears to have blinked in the face of pressure President Donald Trump has put on him. It’s reported the U.S. military was in the process of planning a possible preemptive strike on the North Korean regime.  “Un” has invited President Trump to talk about nuclear disarmament in … Read more

by BILL BONNER GUALFIN, ARGENTINA – Stormy Daniels has gone public… No big deal. Gary Cohn has left the White House… No big deal. The big deal is that the Fed is raising interest rates. Dow 10,000 Even this wouldn’t be a big deal, except that it comes after 30 years of lowering them. Now, not … Read more