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China & the Dollar

QUESTION: Mr. Armstrong; It is true that China will stop supporting the dollar and will become a net seller? The Goldbugs are claiming the dollar is dead buy gold. But they seem to use every reason to justify only buying and it rarely proves to be true. If there’s anyone who knows what is really […]

Capital Flows & Currency Flows

QUESTION: A number or people have asked where to get capital and currency flow data. ANSWER: The capital flows you can obtain from OECD. You have to take the Capital Account and Current Account. We get the raw data that is faster. The Capital Account reflects capital inflows typically for investment, stocks, bonds, real estate, […]

Real Estate Outside USA

  JAKARTA QUESTION: Marty, Many thanks for your fantastic website and daily insights to how the world really works. You are very good at making the muddy waters of economics crystal clear. In the downturn after 2015 will Asia slow as much as the west? I live in Indonesia. Property prices in Jakarta have almost tripled […]

Real Estate – Collapse or Liquidity Crisis 2015.75-2020.05

QUESTION: Mr. Armstrong, Thank you for all the information you provide on your blog. Looking at a chart you posted on the real estate cycle shows the peak in 2007 then a drop and a bit of a rebound into 2015, followed by a huge drop afterwards.  Am I correct in believing we will see real […]

Land of Confusion – Negative Rates May Cause the Phase Transition in Equites

QUESTION:  Marty, Are not negative rates THE trigger for leveraged investments in stocks etc. ?! I mean, if to start with they just go 300 – 400 bp negative (for the savers) this means real zero or already also negative rates for debtors. So, perfect for a leveraged boom into any markets, but of course most […]

War on Gold

  The Battle Between the Gold and Silver Standards of the 19th Century QUESTION:  Mr. Armstrong, You recently said in your Bitcoin article quoted below:  “This is why they have been waging war on gold”, can you please explain who they are and how one would wage war on gold? ANSWER: The war is not […]

STAGFLATION = INFLATION + DEFLATION

QUESTION: Martin, I think I fully understand your argument that Hyperinflation can hot occur in an established economy/society and that  currents events are leading, almost inevitably to deflation but, in the same way as the interest rate cycle is turning up, for the majority of us, certainly in the UK, basic costs, e.g food/energy, are […]

Gold to be or Not to be

QUESTION: Mr. Armstrong, Much respect for your work.  Thank you.  Could gold be entering into an extended bear market that could take us past a low in the next couple of years.  I cannot possibly grasp how gold can even be involved in a portfolio with the movement to electronic money. My question is, could […]

Hyperinflation Definition

QUESTION: It seems some people play with the definition of hyperinflation and try to claim that is just 25% or more. This just does not seem right. Can you elaborate? ANSWER: Real hyperinflation is in the thousands of percent, We saw inflation hit 25% numerous times including going into 1980. The dollar did not die. […]

Earthquakes – Predictable?

  The Great 1906 San Francisco Earthquake 5:12 AM – April 18, 1906 QUESTION: Another thing I thought of is I wonder if your models can be used to predict major earthquakes and other similar events?  I understand there has been some good research done that has found a good correlation between them and solar sunspot […]