COMMENT:  Dear Mr. Armstrong, I look to help others as you do. My wife turned 60 in June and we planned a trip to Milan and Lake Como on June 30.  We arrived at the airport in Nashville yesterday, checked in, printed our boarding passes and tagged our luggage, then presented our tagged luggage to the AA […]

  An end of month rebound saw healthy gains for China’s core markets as well as other periphery. The last day of the quarter, coupled with a softening rhetoric surrounding US/China trade negotiations helped sentiment and cash flow. Core Shanghai bounced over 2.2% with the Hang Seng not far behind at 1.6%. Month and quarter […]

The polls in Germany show that discontent is now rising and 43% of the people want Merkel to resign. She only won 32.8% to begin with. Germany is also shifting and nationalism is rising, which is what the AfD is all about these days. A YouGov survey showed that 43% of Germans now want her to leave office, […]

Asia certainly showed its distain after the disappointing close on US markets. Japan, India and ASX all opened lower, but reassuringly they were the days lows. The Nikkei spent much of the day recouping lost ground and with the help of a weaker currency., finally finished marginally positive. The SENSEX did not fair so well, […]

The story of June has certainly been the US -Europe- Asia trade wars which were instigated by Trump administration back at the start of the month. The tariffs of 25% on Steel and 10% on Aluminum likely to affect around 100 Bn worth of goods globally. China and Europe since retaliated, with Europe initiating a […]

QUESTION: Mr. Armstrong; You pick themes that are not really just political on the surface, but beneath you are connecting the dots economically. This is what I read between the lines for you do not always emphasize it in every post why you will address issues like migration and civil unrest. Are these serious issues […]

Some people think that Andrés Manuel López Obrador, who is leading the polls in Mexico, is their answer to Trump. This is once again the constant trend of trying to blame Trump for everything. In 1933, Adolf Hitler came to power and Mao Zedong rose in China. At the same time, we saw Franklin Roosevelt take office after […]

QUESTION: You seem to be somewhere between left and right-believing in government restraint and showing that it pursues its own self-interest which leads to corruption and in the end the fall of the state. Is that a fair statement of your philosophy? KP ANSWER:  I am against the Marxist views and I am against the […]

It was time for the Nikkei to play catch-up having outperformed many of its neighbors over the past week. The Nikkei lost around -0.75% for the day, whilst the badly beaten China core finally saw a bounce. Accompanying this Nikkei decline was a flight into the Yen currency with the result being a print with […]

The Refugee Crisis in Europe is tearing it apart and all of this began with a unilateral decision by Merkel when her polls declined because of her tough policy on Greece. The refusal to compensate Italy and to demand they take in refugees but denies them the right to send them north proves the very point […]