On Tuesday, I sat down with the Financial Repression Authority’s Richard Bonugli and Marc Faber. The last time Dr. Faber and I spoke, there were several profitable investments that evolved from our deep discussion about the global political economy. Give it a listen as we discuss the global central banks and potential profitable areas of investment. Marc has fabulous insights on the global economy and NOTHING is out of bounds. This is a man who finds great opportunities during times of chaos.
Posts Tagged ‘real yields’
Notes From Underground: This Isn’t the Barron’s Roundtable
February 10, 2022Notes From Underground: Bernard Connolly Is Worth a Good Whiskey
February 1, 2022Three weeks ago I recorded a podcast with Bernard Connolly, author of “The Rotten Heart of Europe,” and one of the greatest global macro minds. Utilizing global money flows and more than 45 years of analyzing political economic realities, we at Notes From Underground have tried to unlock some of the “mysteries” of the global financial landscape in an effort to find profitable trading opportunities across myriad asset classes. The blog strives to take into account nuance in order to seek out profitable trades with as low risk as possible. That’s why we’ve always advocated patience in an algo-driven world.
Notes From Underground: A Possible Solution to the Central Bank Dilemma
November 14, 2021It’s been. another week in which headline inflation concerns has jolted markets, particularly in the interest rate space, but not as much as many investors and traders would have expected. The yield curves in the U.S. FLATTENED as markets seem want to believe that the FED will raise rates in an effort to CURB the enthusiasm of the stickiness of recent price increases. As Peter Boockvar pointed out in his piece on Friday’s Michigan Consumer Sentiment Survey, confidence declined due to rising concerns over the “escalating inflation rate and growing belief among consumers that no effective policies have yet been developed to reduce the damage from surging inflation.”
Consumers noted that the time to buy a car fell to the lowest level on record dating back to 1978. Those thinking it is a good time to buy a home was the lowest rate since 1982 when mortgage rates were far different than today’s very low loan rates.
Notes From Underground: The Importance of Being Lighthizer
May 24, 2018The plot thickens as the media is filled with one leak after another in regards to tariffs or threats to embark on a road to perfidy by invoking section 232 of the 1962 Trade Act: Using the broad cover of national security to justify increased import duties on autos. [In a hat tip to A. Limey] It is time to acknowledge that the “brain” of President Trump’s trade team is Robert Lighthizer.