Welcome back to What’s Happening Now, featured each Monday by Critical Signals Report. In this issue, we’re going to look at how other stock markets are faring in comparison to the U.S., now that the Great Recession is eleven years... Read more »
Welcome back to What’s Happening Now, featured each Monday by the Critical Signals Report. Last week, we addressed forecasts of waning global growth for 2019-2021, along with worrisome signals in small-cap stocks, downgrades in global earnings, and waning consumer confidence.... Read more »
As the July 4 festivities gear up in the U.S., I've been traveling and focusing on other parts of the global economy as part of an ongoing hunt for risk/reward opportunities as well as broader risk management themes.
Recently, we reported on Deutsche Bank's headline-making balance sheet risks. We looked as well at the cracks in the ice of Australia's credit woes with regard to residential mortgage and consumer debt, all of which bodes for continued trouble ahead as country after country lines up for a credit cycle domino fall.
Earlier this week I was in London talking to investors about Brexit, which is a political and economic hot potato worthy of its own, separate report as we head closer to the October deadline.
For now, however, I want to turn our attention toward another country close to my heart yet often overlooked by the talking heads on the financial media, namely Canada.
Welcome back to What’s Happening Now, featured each Monday by the Critical Signals Report. Despite Storm Tracker headwinds blowing at 45 knots in Q2, asset classes fared well in the first half of 2019, as markets continued to melt-up from... Read more »
In this latest report, we look at the dangers behind Deutsche Bank, flattening yield curves, and the many other detailed cracks beneath the melting ice of a global system overheating in debt. Very soon, we’ll be sharing a critically important... Read more »
As American investors consider the latest tariff headlines, the majority are missing what’s happening to China’s other key trading partner – Australia. As we demonstrate below, what happens in Australia doesn’t stay in Australia. Are Things Going Under Down Under?... Read more »
Welcome back to What’s Happening Now, featured each Monday by the Critical Signals Report. As we approach the end of Q2 2019, there’s much you need to know going into Q3 to both protect and grow your portfolio, especially as... Read more »
On Tuesday, we discussed distractions, headlines, and tariffs, all of which are further. Combined evidence that markets are rigged to fail, as we’ll detail in a special report to come. Today, we’re going to capitalize on why you shouldn’t listen... Read more »
Today’s headlines are mostly about tariffs, politics, and fantasy. In short, they are predominantly silly, but silly with a purpose. As is now typical of the financial media (and its front-page consensus-affirmations), the critical issues of our rigged to fail... Read more »