Just got this very reliable financial intel.
Get ready to short Japanese equities and expect another real-estate bubble burst.
Christine Hughes, President and Chief Investment Strategist, discusses details of Japan’s radical monetary policy.
the key part of the video, for ease of viewing:
The USDJPY has is trying to break the 103 barrier again after the BoJ meeting and Cabinet Secretary Suga commented the “BoJ should continue to steadily strive to reach inflation targets [...]
Christine Hughes, President and Chief Investment Strategist, discusses details of Japan’s radical monetary policy.
http://www.zerohedge.com/news/2013-05-21/math-stacked-against-japan-its-not-if-its-when
The US Economic Data Performance Is The Equal Worst (With Japan) Of All Major Economic Nations And Regions
We continue to hear that the US is the cleanest dirty shirt or that the US economy is doing ‘relatively’ well as a reason for buying stocks now. Not only is this plainly incorrect (as we have pointed out rather vociferously in the recent past) it flies the face of the disconnect between macro [...]
OtterWood Observations on Japan, May 2013
Christine Hughes, President and Chief Investment Strategist, discusses details of Japan’s radical monetary policy.
London Gold Market Report
from Ben Traynor
BullionVault
Friday 4 January 2013, 07:00 EST
Gold Falls 3.3% in a Day as FOMC Minutes Suggest QE Could End This Year
WHOLESALE Gold Prices fell below $1630 per ounce Friday morning in London, their lowest level since last August and 3.3% below where they were 24 hours earlier, while stocks and commodities also fell and the Dollar gained after Federal Reserve minutes appeared to suggest some policymakers see [...]
Japanese Stocks Are Up, But Don’t Fall for the Trap
By Jeff Uscher, Contributing Writer, Money Morning
Japanese stocks hit a new 2012 high today (Wednesday) and the yen weakened to a 20-month low against the U.S. dollar as Shinzo Abe was installed as Japan’s 96th prime minister.
Abe, who served as prime minister in 2006-2007 but stepped down due to health issues, has vowed to pursue aggressive monetary easing to end deflation and [...]
John Embry – Chinese Demand For Silver Has Exploded
from KWN:
Today John Embry told King World News Chinese demand for silver has skyrocketed. He also spoke about what to expect in 2013 for gold, silver and the global economy. Here is what Embry, who is chief investment strategist at Sprott Asset Management, had to say: “They are still mumbling about the fiscal cliff and there seems to be limited progress on that front. [...]
 from Paul B. Farrell:
Near zero economic growth by 2050? Yes, America’s economy is collapsing. Fast. Yes, the “most depressing forecast ever,” says InvestmentNews, trusted source for 90,000 professional financial advisers across America.
Actually it’s worse than depressing if you read the details in “On Road to Zero Growth,” the latest Quarterly Letter from Jeremy Grantham, founder and chief investment strategist for the $100 billion GMO money managers.
Yes, today’s fiscal-cliff drama [...]
 Conditions are so bad, they are just plain bad. (Sandy and California gas crisis are just the catalyst this time) I believe anything which can trigger the collapse of consumer spending and slowdown in economic activity will crash the stock market because the institutions will suddenly begin betting on a fall in the oil price and then stock market.
THE NEXT RECESSION WILL BE TRIGGERED BY OIL
At this point, watch the price of oil if [...]
Faber Warns “Everything Will Collapse”
Famed economist Marc Faber appeared on Bloomberg TV with a harsh, direct warning to investors.
“U.S. monetary policies will destroy the world,” he said, referring to the new round of stimulus – QE3, or “QE Forever” – the Fed plans to launch this year.
…
Faber’s not alone.
A group of his economic peers agree that with more central bank action like QE3, global economic collapse is imminent.
In a newly released documentary [...]
Today John Embry gave a stunning interview to King World News. In it he made some rather frightening predictions. Embry believes, “… we are in the early stages of a global ‘Weimar’ event.” Embry stated, “This is very historic what’s happening here,” as we have now entered “the end game.”
Here is what Embry, who is Chief Investment Strategist at Sprott Asset Management, had to say: “I think the attempts to restrain the gold [...]
September is often a bad month for stocks, and an unusually heavy calendar of major events this year could ramp up volatility even more after a quiet late August.
Markets are looking for answers on three big fronts in September.
Can European leaders and policy makers put into action the promises made this summer for dealing with the debt crisis? Will the next batch of data show China’s economy getting better or [...]
The US economy grew by more than expected over the spring but Europe sank deeper into the mire.
US gross domestic product rose at an annual rate of 1.7 per cent in the second quarter – slightly better than the 1.5 per cent initially reported and equivalent to around 0.4 per cent growth on a quarterly basis.
But it was still slower than the 2 per cent annual growth rate racked up in the first three months of the year [...]
KWN
Today John Embry told King World News, “My greatest fear is that the system could undergo a breakdown to the extent that supply chains could be interrupted.” Embry warned, “… things could become sufficiently crippled in the financial system that it could lead to breakdowns in the supply chains.” Embry also said this event would come as, “… an enormous shock to society.”
Embry, who is Chief Investment Strategist at Sprott Asset Management also [...]
Today John Embry told King World News, “I have been a long time proponent of the idea that we may very well be at peak gold production in the world.” He warned, “We may have seen the peak.” Embry also stated that he believes we are headed towards a, “… classic supply/demand squeeze.” This will send gold, “… to multiples of the current price.”
Embry, who is Chief Investment Strategist of the $10 billion [...]
By Jonathan Burton, MarketWatch
The road to Dystopia is paved with dust and hardship.
Such is the gloomy worldview of Jeremy Grantham, chief investment strategist of Boston-based institutional money manager GMO LLC. He envisions a future of scarce resources, where food and the means to produce it is the coin of an unstable realm.
“We are five years into a severe global food crisis that is very unlikely to go [...]
Today John Embry told King World News, “… the sentiment backdrop is perfect for an explosion in both the gold and silver price.” Embry also cautioned, “… the economy is eroding everywhere in the world, but particularly in the United States … (and) there is only one solution to keep the game going, and that is to create as much money as is necessary to keep the system afloat.”
Embry, who is Chief Investment Strategist [...]
KWN
Today John Embry stunned King World News when he warned, “We are moving toward a fundamental shortage of gold, and I believe it may start as soon as next month.” Embry also cautioned, “The problem now is that the global economy is contracting at a time when the debt levels are catastrophically high.”
Embry, who is Chief Investment Strategist of the $10 billion strong Sprott Asset Management, also discussed Europe, but first, here is [...]
Breakout
It’s an irrefutable fact that the Law of Diminishing Returns has been applied — and has been proven — to affect everything from factories to fields and, lately, the Federal Reserve, as well. This, as the central bank mulls over whether or not more stimulus is needed to boost the faltering U.S. economy, and if so, whether it would even work.
“You’re reaching the limits of what monetary policy can do [...]
KWN
Today John Embry told King World News, “As the global economy continues to deteriorate, the natural reaction to that (by central planners) is to create as much money as humanly possible, to make sure that it (the economy) doesn’t implode.” Embry also said, “To me, that’s enormously supportive of higher gold prices.”
Embry, who is Chief Investment Strategist of the $10 billion strong Sprott Asset Management, also discussed market manipulation. Here is [...]
Corporate earnings are the latest hurdle for a stock market that has been navigating an environment of slowing growth.
In the coming week, the second quarterearnings season kicks off with just a few reports, but they will be important early looks at whether the fallout from Europe and the slower global growth is hurting corporate America. Alcoa [AA 8.725 -0.195 (-2.19%) ] is first out on Monday, followed by an interim report from Chevron [CVX 105.07 -0.96 (-0.91%) ] Wednesday. Results Friday are expected [...]
KWN
Today John Embry told King World News, when referring to what is needed to bail out Europe, “All I know is that these numbers are staggering … We are on the edge of collapse. We’ve run out of time.” Embry, who is Chief Investment Strategist of the $10 billion strong Sprott Asset Management, also told KWN that if the euro does split apart, it “will be extraordinarily chaotic.” Here is what Embry had to [...]
KWN
With tremendous volatility in global markets, today King World News interviewed one of the savviest guys in the business, Jeffrey Saut, Chief Investment Strategist for Raymond James. Saut surprised KWN by saying that Europe is about to launch “a two trillion euro bailout package.” He also stated that this “puts our Federal Reserve into a box whereby they will have to provide some kind of liquidity event in order to keep [...]
(Reuters) – The global financial crisis has barely started and is likely to last for at least another 15 to 20 years as major economies cut debt levels, according to Jamil Baz, one of Europe’s most prominent hedge fund managers.
Baz, chief investment strategist at GLG Partners, told the GAIM 2012 conference in Monaco that total debt levels in a number of major economies had actually risen since 2007 and had [...]
The banks are on high alert.
Hundreds of employees at big firms, some part of special teams, will be on standby this Sunday, awaiting the results of Greece’s pivotal election. They are preparing for the worst case. The fear is that the vote will heighten the chances of Greece exiting the euro and the global financial system will be shaken when the markets open on Monday.
After being largely unprepared for the extreme stress of [...]
KWN
Today John Embry told King World News, “This situation is unprecedented. The world has never, ever been in a condition like this.” Embry, who is Chief Investment Strategist of the $10 billion strong Sprott Asset Management, also told KWN, “anyone that is complacent will be shocked at the chaos that is heading our way.” Here is what Embry had to say about the situation: “I think we’re in an extraordinary place. It’s becoming obvious [...]
kingworldnews
With global stock markets tumbling, along with gold and silver, today King World News interviewed John Embry, Chief Investment Strategist of the $10 billion strong Sprott Asset Management. Embry discussed gold and other major markets, but first, here is what Embry had to say regarding recent derivatives turmoil: “This makes me very uncomfortable because I’ve always been very wary of the whole derivative situation. I believe the notional value of the [...]
kingworldnews
With global stock markets plunging, along with gold and silver, today King World News interviewed John Embry, Chief Investment Strategist of the $10 billion strong Sprott Asset Management. Embry told KWN “There is a war going on right now” because “the pure fiat currency system is on its last legs.” Embry also said “Europe is in desperate shape” and the implications are “horrific” if the US dollar loses its reserve [...]
kingworldnews
With the Dow now at its highest level since December of 2007, today King World News interviewed John Embry, Chief Investment Strategist of the $10 billion strong Sprott Asset Management. Embry told KWN “This is totally unrealistic and unsustainable.” Embry also discussed gold and the mining shares, and what he is doing with his own money, but first, here is what Embry had to say about what is happening in the [...]
From King World News:
With the Dow now at its highest level since December 2007, today King World News interviewed John Embry, Chief Investment Strategist of the $10 billion strong Sprott Asset Management. Embry told KWN “This is totally unrealistic and unsustainable.”
Embry also discussed gold and the mining shares, and what he is doing with his own money…
When asked about gold, Embry stated, “Today, I took delivery of more physical gold [...]
GUEST EXPERT 04/24/2012
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James J Puplava CFP with Bud Conrad
Jim welcomes back Bud Conrad, Chief Economist at Casey Research. Bud sees large and growing demands for credit from the federal government, which will require the Fed to continue to create a large and growing supply. This will lead to debasement of the dollar, higher inflation, and higher interest rates, all long-term negatives for the US economy. As government debt grows, the interest to be paid grows [...]
For the past decade, gold has been an incredible investment, rising from under $300 per ounce to as high as $1,900 per ounce before retreating to around $1,650 in recent trading.
For the bulls, gold’s recent drop is nothing more than a temporary setback on its inexorable march toward $2,000 and beyond. The case for gold rests primarily on factors familiar to anyone who’s even remotely familiar with the metal: easy money [...]
Why politicians let MF Global investors get taken
GUEST EXPERT 04/20/2012
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James J Puplava CFP with Chris Whalen
In a riveting interview on the banking industry, Christopher Whalen of Tangent Capital Partners in New York joins Jim on Financial Sense Newshour to discuss the fallacy of “too big to fail,” conflicts of interest in the derivatives markets, problems with the 2005 bankruptcy laws, and why politicians let MF Global investors get taken.
Christopher Whalen is Senior Managing Director of Tangent Capital [...]
Sovereign Man
April 19, 2012
Hong Kong
[Editor's note: Sovereign Man Chief Investment Strategist Tim Staermose is filling in for Simon today.]
One of the defining characteristics of EVERY boom is the presence of a small elite seeking to enrich itself through graft, corruption, and unethical behavior.
When the music stops and the boom busts, these same people are frequently put to the sword of public opinion. Think Bernie Madoff, Ken Lay, and Silvio Berlusconi.
The Chinese economic “miracle” of the [...]
New U.S. claims for unemployment benefits fell less than expected last week, according to a government report on Thursday that could dampen hopes of a pick-up in job creation in April after March’s slowdown.
Initial claims for state unemployment benefits slipped 2,000 to a seasonally adjusted 386,000, the Labor Department said. But the prior week’s figure was revised up to 388,000 from the previously reported 380,000.
The four-week moving average for new claims, considered [...]
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