Silver as an investment

Category Archives: Credit Suisse

$200 Billion Asset Manager Warns “There’s Danger At The Door” As Markets Lose Focus On Fundamentals

There was a time "when central banking was an honest profession," remarks TCW Group's fixed income CIO Ted Rivelle, warning that "asset prices are not meant to be arbitrary quantities that are to be steered or targeted by central bankers." In his latest letter to investors, Rivelle, whose firm overseas $195 billion in assets details […]

Which States Have Suffered The Biggest Retail Losses

With the great retail bankruptcy tsunami claiming its latest victim on Thursday, when Gymboree announced it wouldn’t make its June 1 interest payment guaranteeing a Chapter 11 bankruptcy filing in the next month, the signs continue to mount that the next “big short” – either in the form of REITs, CMBS, CMBX, or single name […]

One Bank’s Stunning Forecast: “A Quarter Of All Malls Will Close Over The Next Five Years”

One month ago, we first presented several striking charts and observations from Credit Suisse’s retail analyst, Christian Buss, who showed the extent of the devastation sweeping through the US retail sector. To be sure, while the mass shuttering of retail stores – just today Michael Kors announced the company would close up to 125 full-price […]

Greek, Italian Risks Weigh On European, Global Markets; Oil, Gold Slide

Tuesday’s session started off on the back foot, with the Euro first sliding on Draghi’s dovish comments before Europarliament on Monday where he signaled no imminent change to ECB’s forward guidance coupled with a Bild report late on Monday according to which Greece was prepared to forego its next debt payment if not relief is […]

These Eleven Retailers Will File For Bankruptcy Next, According To Fitch

One month ago, we presented a stunning fact from Credit Suisse: barely a quarter into 2017, [annualized] year-to-date retail store closings have already surpassed those of 2008. According to the Swiss bank’s calculations, on a unit basis, approximately 2,880 store closings were announced YTD, more than twice as many closings as the 1,153 announced during […]

Bharara Joins The Trump “Resistance”: Asks If Any Public Servants Will Dare Say No To The President

It appears the so-called 'resistance' is coalescing around a number of fired-by-Trump formerly powerful Obama administration officials desperate to maintain the tyrannical Trump narrative. The latest is infamous non-prosecutor of Wall Street's worst Preet Bharara who questions: Are there still public servants who are prepared to say no to the president?   The U.S. attorney […]

Visualizing America’s Retail Apocalypse

The steady rise of online retail sales should have surprised no one. As Visual Capitalist's Jeff Desjardins notes, back in 2000, less than 1% of retail sales came from e-commerce. However, online sales have climbed each and every year since then, even through the Great Recession. By 2009, e-commerce made up about 4.0% of total […]

Building the “Perfect” Digital Investment Portfolio & How to Value “Hard to Value” tokens, Pt 1

The golden grail of investing is to find that investable asset that provides the greatest reward with the least risk. Alas, despite how commonsensical that precept seems to be, many “professional” investors and analysts seem to miss the point. You often hear, those who only see rewards (or lack thereof, ie. “Hey, Ether went up […]

“The Retail Bubble Has Now Burst”: A Record 8,640 Stores Are Closing In 2017

        “Thousands of new doors opened and rents soared. This created a bubble, and like housing, that bubble has now burst.”         – Richard Hayne, Urban Outfitters CEO, March 2017 The devastation in the US retail sector is accelerating in 2017, and in addition to the surging number of brick and mortar […]

An Absurd Unintended Consequence Of Abnormally Low Rates

By Chris at www.CapitalistExploits.at Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity. While we […]