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Real Estate v Quantitative Easing

QUESTION: Hi Martin, I just finished your new NYSE Boom/Bust report. This is excellent work and as always extremely fascinating. Thank you for continuing to share these profound views with us. My question relates to your view that we are looking at a complete collapse of Quantitative Easing and that will likely see a massive capital […]

Market Talk- February 14th, 2018

Ahead of a short week for China holidays and the release of US CPI data, it was no surprise we saw a mixed session in Asia. The Nikkei continued its bearish move with a decline today of -0.45%, briefly flirting with the 200 day MA but bouncing by the close of play. The Yen remains […]

The 2018 Share Market Report – a Road-map Beyond 2018

COMMENT: Mr. Armstrong, I could not put down your new report on the share markets. I had no idea that 2018 was such a crossroads in the whole scheme of things. This is where it all begins. OMG! JD ANSWER: Yes.  I mentioned that 2018 was a Panic Cycle year at the WEC. Yet this is lining […]

Merkel & Schulz Under Tremendous Pressure in Germany

The politics in Germany remain in turmoil. The CDU leader Angela Merkel is being attacked from within her own party. The dissatisfaction concerning Merkel has engulfed the CDU base. It has reached at times outright seething rejection of Merkel. The future of the Union really hangs in the balance. The CDU party congress takes place on February 26, and […]

Market Talk- February 12, 2018

It’s always a difficult trading environment when one large market is closed (Japan Monday), but following last weeks volatility we have seen a quiet bounce-back in quieter conditions. That bounce-back has been more visible in US futures than Asian cash even with the Shanghai closing +0.8% firmer today. The KOPSI (+0.9%) and SENSEX also enjoyed […]

Soros – One of the Greatest Threats Against Society?

It is no secret that I have no respect for George Soros and that is aside from the fact that we would often be on opposite sides of the market. I never saw Soros as a great trader. Even the reputation that he broke the Bank of England was nonsense. The “Club” was all on […]

Market Talk- February 8, 2018

  Shanghai was the only one to underperform the core with a 1.4% decline and a weaker currency market. The Trade numbers missed expectations and that was probably the key reason why the Yuan took the hit. Closing down over 1% (at 6.286) was its weakest move in over two years. The balance of Asian […]

Market Talk- February 7th, 2018

The mood was a little down this afternoon, that Asian equity markets could not produce more enthusiasm than we saw today. With all core markets opening on a positive note, following the late US rally, it was less than encouraging that they could maintain that theme. Shanghai was the first market to turn down after […]

Market Talk- February 6th, 2018

The Nikkei closes 4.75% lower, the Hang Seng is down 5.1%, ASX and Shanghai both around 3.3% and the VIX trading with a 50 handle! Anyone short vol. (and the rumour is there are a few) will be panic buying and chasing the market. Gold at best only added $10 from yesterdays close but we […]

VIX Losses Feeding Collapse

QUESTION: I have heard first hand from some significant players that do speaking engagements for very large pension funds that a product was being offered to the pension funds as a yield enhancer that was based around selling the VIX.   First off, why would anyone trust a product that is being offered by a big […]