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Market Talk – July 2, 2021

We wish our US readers a Happy Fourth of July. Market Talk will resume on Tuesday, July 6.   ASIA: Expansion in China’s factory sector slowed in June, as export demand weakened while supply bottlenecks held back production, official data showed Wednesday. The hints of weakness on both fronts come as economists lowered expectations for […]

Market Talk – June 30, 2021

ASIA:   China’s debt has grown dramatically over the past decade and is one of the biggest economic challenges confronting the ruling Chinese Communist Party, a major online news agency reported. The pandemic last year hit China’s economic growth and prompted authorities to make it easier for companies to get loans. As a result, China’s […]

Market Talk – June 28, 2021

ASIA: Washington’s effort to bring manufacturing from China to the US – so-called reshoring – is nothing but “empty talk” and the US will become increasingly dependent on the world’s second-largest economy for the foreseeable future, according to a top former Chinese economic official. Wei Jianguo, a former vice commerce minister said “The US will […]

Corruption Behind COVID

COMMENT: Hello Martin When are these bastards going to get their day? I have friends neighbours that have taken the vaccine and all of a sudden they are feeling bad. high blood pressure, low haemoglobin levels, dizziness, headaches extreme menstrual bleeding. They still do not mention that it may be the vaccine. In fact I […]

NYC Mayor Race 69% for Non-Politician – Trump Style Populism Again?

  The founder of Guardian Angels who stood against crime in NYC, Curtis Sliwa, took 69% of the Republican votes which looks like the populism of 2016 all over again. Sliwa scored a big victory as the Republican nominee for mayor. What this is showing is that crime is out of control in NYC. Police […]

Understanding We Are All Connected

COMMENT #1:  Re Institutionalizing of Real Estate Market Hi Marty Thank you for this post, I see your point that it is better that hedge funds buy real assets then plunge the world into a financial crisis with a pump and dump scam based on securitizing mortgages into packages calling them A rated when they […]

Human Nature Cycle

QUESTION: Good Morning, If we take the statement “History repeats because human nature never changes” it would suggest that the human nature cycle will never reverse. That in itself does not track. If everything is like a pendulum, shouldn’t it swing back around to where human nature can and will change? And a lesser 2nd […]

Been There, Done That

QUESTION: Are you familiar with that studies of pundits have shown that their forecasts are no better than chance. You seem to be in the category of what those studies at Penn University by Philip Tetlock called “superforecasters”. Would you care to comment on how you are right so often when others never are? UT […]

Market Talk – June 8, 2021

ASIA: China on Tuesday warned the United States against pursuing a trade deal with Taiwan after the US said it would start negotiations with the self-ruled island. Beijing sees democratic Taiwan as part of its territory. On Tuesday, China’s foreign ministry spokesman Zhao Lijian urged Washington to “stop any form of official exchanges with Taiwan, […]

Poland Rejected Vaccines in 2010 & Was Proved Correct

The H1N1 swine flu pandemic of 2009-2010 was caused by a new strain of the same virus that caused the Spanish flu — the H1N1 virus. Despite all the scare tactics and the forecasts of a devastating second wave of the swine flu, Poland stood its ground, and the death toll was 145 for the […]