BIS finds $14 trillion of dollar debt, hidden in “footnotes”
“The message from a string of BIS [Bank of International Settlements] reports is that the US dollar is both the … Read more
Steve Blumenthal
Ned Davis On Onflation
“While asset prices have decoupled from fundamentals, the gap has been filled by quantitative easing, large cash reserves by corporations … Read more
Recessions by Decades – Will This be the First Without One?
“Expect lower returns and rocky markets for the next 2-3 years.” > Joe Davis, Global Chief Economist, Vanguard Group I’m … Read more
Random Acts of Kindness
“No act of kindness is too small. The gift of kindness may start as a small ripple that over time … Read more
Recession Watch? Ned Davis Research
“[T]he big elephant in the room is the Fed.” David Rosenberg Chief Economist and Strategist, Gluskin Sheff + Associates Q2/H1 … Read more
“Anything that has happened economically, has happened over and over again”; Debt & More
“Anything that has happened economically, has happened over and over again.” – Ray Dalio Founder, Bridgewater Associates, in Bloomberg Interview … Read more
“We have 17,000 people on the Fed’s payroll. We talk to everyone, but”
… Focused on the obvious and unimportant.” – Former Senior Economist, Federal Reserve Bank, Camp Kotok, August 6, 2017 When … Read more
A Post-Volatility World?
“The uncertainties are unusual in terms of number, scale and insolubility in areas including secular economic growth; the impact of central … Read more
S&P 500 Total Return Index With & Without Contributions — 1926-2017
“Over the years I have seen scores of very bright investment advisors turn into hugely successful gurus who blaze into … Read more
Alarm grows about over exuberance in corporate loans
“The primary, direct driver of default rates is not the yield on Treasury bonds but rather the business cycle.” Martin … Read more
Hoisington Q2; Dalio Dancing; This Bull Market is Aged And More
“Our responsibility now is to keep dancing, but closer to the exit and with a sharp eye on the tea … Read more
“Not In our lifetimes” A quick trip down memory lane And Much More
“Would I say there will never, ever be another financial crisis? You know probably that would be going too far. … Read more
Your Opportunity Lies Here [CHARTS]
“Change of a long-term trend is usually gradual enough that it is obscured by the noise caused by short-term volatility. … Read more
Investors need risk management in bear markets, not in bull markets
“Investors need risk management in bear markets, not in bull markets.” “We are in the business of making mistakes. The … Read more
How Often To Winners Stay On Top? And Other Great Charts
“Make new friends but keep the old, one is silver and the other is gold.” – Author Unknown The words above … Read more