One of the most important issues of our time

by Simon Black http://traffic.libsyn.com/sovman/091__One_of_the_most_important_issues_of_our_time.mp3 On Monday, I shared a recording from aboard the Investor Summit at Sea, hosted by my friends, the Real Estate Guys. This is one of the only conferences I attend each year as a speaker. And that’s because …

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SOROS MORE IMPORTANT THAN BEZOS. FITTON WITH TUCKER CARLSON: State Department and USAID is partnering with Soros and basically allowing Soros to set our foreign policy agenda

by TFittonJW Here is the interview from last night: And Judicial Watch announcement of our Soros finds: https://www.judicialwatch.org/press-room/press-releases/judicial-watch-doj-records-show-obama-administration-helped-fund-george-soros-left-wing-political-activities-albania/

The Most Important Economic Charts… Aren't Economic Charts

Authored by Chris Hamilton via Econimica blog, The global economy is the sum of its production of goods and services versus its capability to consume those.  This article will outline the mismatch of fast rising capacity versus the deceleration of consumptive capability. As for productive capacity; mechanization, innovation, technology, …

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One of the more important charts of 2018.

h/t @TeddyVallee "We think there is a thick irony that, in our over-leveraged economy, economic growth is harming economic growth." From our piece Deficits Do Matter coming out tomorrow. — Michael Lebowitz, CFA (@michaellebowitz) February 20, 2018 Very Interesting! Bank Credit …

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The real estate market has been supported by one very important factor: Interest rates. They are SLOWLY climbing. Just a bit more and you will hear “TIMBERRRRRR” as it comes crashing down.

Case Shiller cities in November.jpg (890×629) https://www.zerohedge.com/sites/default/files/inline-images/Case%20Shiller%20cities%20in%20November.jpg https://s3-us-west-2.amazonaws.com/maven-user-photos/mishtalk/economics/zmfATcSa4EegwR7v_znq6Q/vclF4JZbsEi5-4w6F9RDfw (1324×827) https://imageproxy.themaven.net/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fmaven-user-photos%2Fmishtalk%2Feconomics%2FzmfATcSa4EegwR7v_znq6Q%2FvclF4JZbsEi5-4w6F9RDfw?w=1324&q=75&h=827&auto=format&fit=crop mc180201c.png (781×718) https://www.hussmanfunds.com/wp-content/uploads/comment/mc180201c.png Trump $1.7 trillion infrastructure plan in State of the Union speech – Business Insider http://www.businessinsider.com/trump-infrastructure-plan-in-state-of-the-union-speech-text-2018-1