Whalen: Donald Trump Is Right About The Fed

Authored by Chris Whalen via TheInstitutionalRiskAnalyst.com, President Donald Trump has been criticizing the Federal Open Market Committee for raising interest rates.  The reaction of the US equity markets is self explanatory.  But while the economist love cult in the Big Media may take umbrage at President…

“This Is Becoming Dangerous” Morgan Stanley Warns, As Forced Liquidations Loom

By Chris Metli, executive director of Morgan Stanley Institutional Equities Today is adding to the accumulated pain of the last few days for most funds.  Momentum has retraced nearly all of its YTD gains and names with high active ownership are underperforming names with high…

Four Midterm Election Scenarios And Market Implications

Authored by James Knightley, Jonas Goltermann, and Chris Turner via Think.ING.com, It’s mid-term election time and opinion polls suggest the Republicans are under pressure. The loss of Congressional control would make life increasingly difficult for the President and have major implications for policy. Here we…

Our Delusional Economy Is Poised To Slam Into The Brick Wall Of Reality

Authored by Chris Martenson via PeakProsperity.com, Will you thrive, merely survive, or fail? While life has always been uncertain, today our choices matter more than ever. The decisions each of us make today will determine if we thrive, merely survive, or fail during the future time…

The Imminent Hard Stop

Authored by Chris Hamilton via Econimica blog, There is an imminent hard stop to jobs growth in the US and therefore a concomitant problem to growth in consumption and economic activity.  The hard stop is simply the outcome of fast growth in employment versus fast decelerating population growth among…

It’s Not The Economy, It’s The Bad Money Stupid!

Authored by Chris Martenson via PeakProsperity, Our debt-based fiat money system poses an existential threat… We’re all going to have to be a lot more resilient in the future. The “long emergency“, as James Howard Kunstler puts it, is now upon us. If ever there…

The End Of Growth Among “Haves” Dooms Growth Among “Haves” & “Have Nots” Alike

Authored by Chris Hamilton via Econimica blog, The global economic system is premised on growth, not just any growth, but growth where it matters (economically).  However, population growth (the foundation of economic growth) among the high and upper middle income nations of the world is rapidly winding down. …

Dethroning The King: 5 Ways Trump Could Weaken The Dollar

Authored by Viraj Patel and Chris Turner via Think.ING.com, Can President Trump instruct the US Treasury to intervene in FX markets and weaken the dollar? Twelve months ago, we wouldn’t have even considered this question. But under this new mercantilist US regime, who knows? We identify five…

Tesla’s Single Point Of Failure

Authored by Chris Whalen via TheInstitutionalRiskAnalyst.com, Watching the meltdown of Tesla Motors (TSLA) founder and CEO Elon Musk last week unfold in the pages of The New York Times, we are reminded that enterprises need both vision and operating smarts to be successful. It was obvious…