Spreading the truth. Empowering the people.
The week after the year-end Repo Chaos didn’t happen. By Wolf Richter for WOLF STREET. The feared chaos in the repo market over the year-end period didn’t materialize as the Fed had flooded the … Read more
By Nick Cunningham Investors, pension funds and companies need to get ahead of the financial risk from climate change, as many fossil fuel assets risk becoming worthless. “We can’t have … Read more
Investors are all-in financial assets at an historic bubble. When the entirety of Wall Street has bought into the popular delusion, you have likely finally reached the peak. Any number … Read more
by Econimica 2019 was another “rung” in the ongoing bull market. The trifecta of a resumption of QE, interest rate cuts, and a flood of federal debt coupled with ongoing stock … Read more
by Jesse “Gentlemen! I too have been a close observer of the doings of the Bank of the United States. I have had men watching you for a long time, … Read more
The private debt boom. Assets under management in private debt have tripled over the past decade to $812 billion, according to Goldman Sachs data. Because why earn 6% in junk … Read more
by Egon von Greyerz In this interview, Brian and Darryl Panes reconnect with Egon von Greyerz of Matterhorn Asset Management AG at the Gold and Alternative Investments Conference in Sydney. … Read more
By Tsvetana Paraskova Sam Zell, the real estate mogul, has acquired oil assets across the United States at ‘fire-sale’ prices, as U.S. drillers sell assets to raise cash which is … Read more
BY JOHN RUBINO In the energy market, there’s always a revolution going on somewhere. For most of human history, light and heat were provided by wood and candles. Then we discovered … Read more
Pretty crazy the bottom 50% of households owe 36% of all debt but only own 6% of assets. Their growth in liabilities have been outpacing income growth for several decades. … Read more
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Another piece in the Chinese capital-flow puzzle. Chinese conglomerates that had gone on a debt-fueled buying binge over the past decade but have come under heavy … Read more
by Crypto556 via usnews: LONDON (Reuters) – Germany’s 30-year government bond yield rose into positive territory on Tuesday for the first time in over a month, lifted by expectations for fiscal … Read more
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter QE Unwind continues via the sharp drop in MBS. In August, the Fed shed Mortgage Backed Securities (MBS) at a rate that exceeded its self-imposed “cap” … Read more
by Jesse Here is the gold related assets box score for the past three months. Although there are many, many gold mining companies, I have asked Nick why he has … Read more
Cash and treasury would be the top performers in 2019. I am seeing weakness in emerging markets along with U.S. market, says Alastair Williamson to ET Now’s Aabha Bakaya and … Read more
