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The Great Unknown – The Bond Contagion

We are facing a very interesting financial crisis that has never before been witnessed because this is how the Socialist Utopian Society will crash and burn. We are beyond all economic theories for nobody from Keynes back to Adam Smith ever contemplated what would happen with the deadly theory of Quantitative Easing constructed upon the […]

Bank of Japan & the Bond Crisis

BoJ Statement 4-24-2019 The Great Financial Unknown is now upon us. After 10 years of Quantitative Easing, the European Central Bank (ECB) in Europe owns 40% of the national debts in the EU and it can neither sell them nor stop buying without creating a Panic in Interest Rates. Likewise, the Bank of Japan (BoJ) […]

Nagai of Nomura Confirms Japan Destroyed the Bond Market

In Japan, Nomura’s chief Koji Nagai took over as Nomura’s chief executive back in 2012 and followed that appointment with a $1bn cost-reduction plan that was criticized both externally and internally for failing to target the inefficient divisions of Nomura’s domestic operations in Japan. The latest program will see the company close more than 30 […]

Are Bonds Preferable to Stocks in a Crisis?

QUESTION: There are a few people coming out claiming the stock market will crash so buy bonds even though you will lose money. How can people keep calling for a mega-crash so long with constantly being wrong since 2010? Thank you for your reason NR ANSWER: These people are still living in a world that […]

PRIVATE BLOGS – Bonds & the Dow

PRIVATE BLOG – Separate Posts Bonds & Dow Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please visit Ask-Socrates.com. https://ask-socrates.com/

Private v Public Pension Funds & Who MUST Own Govt Bonds

QUESTION:  Martin. Do you give credence to the work of … ? Can’t government pension funds be privatised or sent to open market? Thank you. NM ANSWER: No, I do not. The problem is far more complicated. First, you clearly have tremendous losses already. If you privatized the various government pension funds, you then have […]

Bonds & The Record High Short Position Can Majority Be Wrong?

  QUESTION: Hi Marty, Can you help us better understand the dynamics of the sovereign debt crisis as it relates to US Treasuries? I know we are in a global debt crisis, which will also impact US Treasuries but it seems like short treasuries is the current consensus (I believe they are currently at the biggest […]

Russia Dumps US Bonds – Is it Politics or Yield?

QUESTION: Mr. Armstrong; It appears that Putin also follows your model. He has been selling all debt significantly for it seems he is listening to your forecast that interest rates will rise sharply so get out of government bonds. Do you see his selling because of rate increases or politics as some are trying to […]

ECB & Bonds – People Believe What They Want to Believe

QUESTION: the ECB is arguing that given the low free float of EU bonds (especially German), bonds not owned by the ECB or other central banks, the impact of an end to APP purchases will be nowhere comparable to the tapering sell-off in the US in 2013. Bank research teams are hanging on to this idea […]

Irish Pension Invested in Italian Bonds?

QUESTION: Hi Marty, I hope you’re keeping well? More news from the “EU beacon of light” for you. I’ve enclosed an article regarding Irish pension money in Italian bonds. This is very very scary if true and we really are heading for a disaster from which a little country like ours won’t recover if we […]