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Bloomberg’s Simon Kennedy did a nice job with “A World Overflowing With Debt,” as did the Financial Times’ Ralph Atkins with “Debt Mountains Spark Fears of Another Crisis.” Kudos to Richard Dobbs, Susan Lund, Jonathan Woetzel and Mina Mutafchieva, of the McKinsey Global Institute, for their comprehensive (136 page!) report: “Debt and (Not Much) Deleveraging.” […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “We’re talking about a new world of rates at the zero bound, more or less globally, and then you’ve got the old tool which Keynes recommended being brandished in a fight against deflation. You are fodder for the system. And one of the only means […]
About this week’s show: Stocks still lower than in 1999 (Inflation Adjusted) Fed’s Bullard NOW warns of Bubble Dynamics Fed Working Paper on Cash: Spend it or lose it Click here to read: Interest Rate Policy The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “We’re talking about a new world of rates at […]
It’s difficult to imagine more challenging analysis. The global nature of the current Credit Bubble creates dynamics and complexities dissimilar to previous Bubble cycles. There are extraordinary uncertainties – in hyper-speculative global markets, in experimental policymaking, in unsettled societies and unstable geopolitics. Never have market perceptions mattered as much. And never before has global activist […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “If you look at the Constitution, it’s primarily a limitation on governing, not a limitation on the rights of the people. The discussion is shifting in the direction, not of, how do we maintain freedoms and protection against a corrupt state, but instead, how do […]
About this week’s show: David Cameron calls for internet control Is it strategic communication or propaganda? Head of NSA “treat networks as if they were weapons.” Be sure to order Monroe Price’s book, Free Expression, Globalism, and the New Strategic Communication The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “If you look at […]
As always, the CBB is expression of my own views. It is in no way intended as investment advice. My objective is to chronicle history’s greatest Credit Bubble and hopefully add some insight along the way. Let’s return to where we left off in late-December: “Bubble On, Bubble Off.” The thesis remains that the “global […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “There are many reasons – market volatility, central bank artificiality, and now you have an increase in class warfare incited by the oval office. Quite frankly, the danger of the president’s narrative is that it solidifies a governmental commitment to keeping as many citizens as […]
