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Does Davos Always Get it Wrong?

  QUESTION: Summers has also come out and expressed that whatever forecast comes out of Davos is wrong. How can there be this conspiracy that the elite are in control of anything when they always do get it wrong? DV ANSWER: The majority is always wrong because they tend to talk among themselves and reaffirm […]

Market Talk – February 18, 2020

ASIA: President Donald Trump strongly objected to efforts being taken by his own administration to restrict the sales of American technology to China over national security concerns. Contradicting his advisors, he insisted that such fears were an “excuse” and reaffirmed his commitment that the United States is open for business. Singapore’s Finance Minister Heng Swee […]

Big Bang v REPO

QUESTION: Mr. Armstrong; I can see your warning about Big Bang and the bonds markets would crash after 2015.75 going into the bottom of your business cycle on January 18, 2020. However, it seems that the negative interest rates have created your bond crash not in price but in participation. There is no viable bond […]

Can Interest Rates Rise when Central Banks are the Only Market Maker?

  QUESTION: How can interest rates can rise when central banks are the only market maker, & pension funds FORCED to buy gov.debt by their statutes? but why is the REPO crisis starting in the US where rates are WAY higher than in japan & Europe? you would expect this crisis to start somewhere in […]

Market Talk – February 14, 2020

ASIA: A meeting is being planned between US President Trump and Indian executives, especially those focusing on job creation and manufacturing in the United States, on February 25 when President Trump visits India. Vodafone’s Indian business Vodafone Idea Ltd reported its sixth straight quarterly loss. Revenue fell 5.8% to 1.55 billion USD in the reported […]

Me v Socrates

  One of the more fascinating things is when people try to challenge me as an analyst and pretend it is a personal confrontation to try to prove me wrong personally. I have stated many times, whenever I have had a personal opinion that has been counter to Socrates, it is me who has always […]

The 2020 Elections & the Coming Violence

Democracy is dying and it just looks like we have to go into the crash and burn. President Trump won more votes than any incumbent ever in history in New Hampshire. His rallies attract more people than any other and in most cases, all others combined. The Democrats have adopted such a left-wing agenda that […]

Market Talk – February 13, 2020

  ASIA: Economic activity has almost come to a standstill in China as major businesses and investors remain spooked about the future impact of the coronavirus outbreak. The coronavirus has already claimed over 1,300 lives and caused over 48,000 infections. Major retail chains to automobile and smartphone manufacturing firms have been shut down in mainland […]

2020 Canadian Outlook – Including the Canadian Repo Crisis

The 2020 Canadian Outlook Report provides an overview of the Canadian economy, with a special emphasis on the following topics:
-The Canadian Repo Crisis
-Rising separatist movements
-The Canadian debt crisis
-Real estate trends

Market Talk – February 12, 2020

ASIA: China’s Hubei province reported its lowest number of new coronavirus cases since January. This gives officials hope that the outbreak may be approaching its peak even as experts remain wary about its spread outside of China. Confirmed cases of the coronavirus have risen to almost 45,000 and deaths rose to 1,115 by February 11, […]