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Market talk – June 5, 2019

ASIA / AUSTRALIA: China has extended their travel ban to the U.S., stating that there have been a lot of recent shootings, robberies, and thefts of late. This was on top of the recent warning that Chinese citizens are being harassed upon entry and exit by U.S. border control. In the Yellow Sea off the […]

Market Talk – June 4, 2019

ASIA / AUSTRALIA: The U.S. reacted to China’s claim that the “U.S. [is] applying too much pressure” to the deal by stating China is playing a “blame game” by misrepresenting the trade talks between the two countries. The U.S. Department of State head Mike Pompeo released a press statement attacking China over their handling of […]

World View v Domestic & Why It Has Been Always Wrong

COMMENT: Mr Armstrong, I want to thank you for I listened to the forecasts of analysts who said Europe and Emerging Markets were the best places to invest because the US was overpriced and would crash. I was introduced to you by a friend. I listened. I cut my losses and switched to the domestic […]

World Trade & Competitive Advantage

QUESTION: Hi Marty, I was surprised to see this post. While I can understand from a dollars and cents perspective you may be for global trade and globalism itself, the American worker and American domestic businesses have suffered greatly in the last twenty years since jobs and companies moved to China and then sell us […]

Why is BREXIT Important to USA?

QUESTION: Why is Brexit important to USA? HN ANSWER: Besides the fact that the political turmoil in Europe has been sending capital fleeing to the USA making the dollar king, the political trends in Britain has always been linked to the United States. Margaret Thatcher was first elected in 1979 and that trend appears in […]

Yield v Reason

QUESTION: I see all of these people calling for a major crash of 50%+. With interest rates so low and the dividends on the Dow twice that of interest rates, does anyone look at yield anymore? PH ANSWER: I fully agree. The yield on the Dow Jones is 2.34%, which is about comparable the 10-year […]

Capital Controls v Protectionism

QUESTION: Marty; You mentioned at the cocktail party in Rome, which was spectacular BTW, that your concern would be capital controls emerging when the euro starts to break hard. Do you have a time frame for that? WJ ANSWER: Yes, the view from the cocktail party was spectacular. A bit cold; we could have used […]

Market Talk – May 14, 2019

ASIA: As we reported yesterday, there are a lot of conspiracies emerging that China will be selling off their treasuries to punish the U.S. for their latest tariff hikes. Many analysts believe this is unlikely due to the massive risk of increasing worldwide interest rates and the probability of backfiring on China. Another question raised […]

Market Talk – May 13, 2019

ASIA: No real surprises coming off the news of Friday and over the weekend. China announced they will be increasing tariffs on approximately $60 billion worth of U.S. goods up to 25% on June the 1st. Earlier in the day, US President Trump tweeted that if China were to retaliate it would continue to escalate […]

The Threat of Protectionism

QUESTION: Marty: I read you every day and I am one of the fortunate people to have a financial advisor that attends your Conference every year in the US. I am wondering how Airbus will be affected in the future as the Euro further declines. Thanks, RM ANSWER: This is one of the aspects that […]