Silver as an investment

Category Archives: Duration Mismatch

Bogle, Buffett, Shiller & Tobin – Valuations Are Expensive

Authored by Lance Roberts via RealInvestmentAdvice.com, During my morning reading, I ran across a couple of very interesting articles that tied a common theme relating to the current risks in the financial markets. Via Zerohedge: 88-year-old investing icon John “Jack” Bogle, founder of the Vanguard Group, said: “The valuations of stocks are, by my standards, […]

Exactly How Many Warnings Do You Need?

Authored by Lance Roberts via RealInvestmentAdvice.com, When I was growing up my father, probably much like yours, had pearls of wisdom that he would drop along the way. It wasn’t until much later in life that I learned that such knowledge did not come from books, but through experience. One of my favorite pieces of […]

Axiom: “Red Flags” Suggest China Credit Event Is “Closer Than It Appears”

Submitted by Gordon Johnson of Axiom Capital While we, as well as the few bearish peers we have, have warned of a pending “credit event” in China for some time now – admittedly incorrectly (China has proved much more resilient than expected) – the more recent red flags are among the most profound we’ve seen […]

“It’s Quiet, Too Quiet”

Submitted by Lance Roberts via RealInvestmentAdvice.com, A Better Way To Use P/E’s There has been an ongoing debate about market valuations and the current state of the financial markets. On one hand, the “bulls” use forward price-earnings ratios to justify current valuation levels while the the “bears” cite trailing valuations based on reported earnings per […]

How Long Can China’s Debt Continue To Grow Before A Systemic Crisis Strikes?

Nearly three years ago, Morgan Stanley may have jumped the shark (a little) when its strategists Cyril Moulle-Berteaux and Sergei Parmenov declared that China’s Minsky Moment has arrived. While that may have been partially true, the fact that China managed to incur an additional $12 trillion in total debt in the interim period, suggests that […]

ZeroHedge: Fed Finds “The End Of The Road”

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Submitted by Lance Roberts via RealInvestmentAdvice.com, Fed Finds “The End Of The Road” The FOMC press conference yesterday made one thing abundantly clear; the Fed has lost control of the narrative and their credibility. The problem stems from the Fed’s […]

ZeroHedge: China Faces 15 Trillion Bombshell As Shadow Banking Sector Collapses

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. We’ve spent more time than most documenting China’s wealth management product problem. WMPs are part and parcel of Beijing’s sprawling shadow banking complex which, until 2014 that is, helped pump trillions of yuan into China’s economy and shouldered the burden […]

ZeroHedge: 10 Investment Rules From Investing Legends

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Submitted by Lance Roberts via RealInvestmentAdvice.com, I recently wrote an article discussing some of the issues of “buy and hold” investment advice as it relates to what I call a “duration mismatch.” The issue that arises is individuals do not necessarily have […]

ZeroHedge: “I Don’t Have Faith Anymore”: Frustrated Chinese Shun Stocks For Safety Of Dollars, Gold

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Back in March of last year we noted, with some incredulity, that some 30% of China’s newly-minted day traders had an elementary education or less. Even more incredible, we learned that nearly 6% of the country’s new “investor” class were […]

4 Warnings And Why You Should Pay Attention

Submitted by Lance Roberts via STA Wealth Management, When I was growing up my father, probably much like yours, had pearls of wisdom that he would drop along the way. It wasn't until much later in life that I learned that such knowledge did not come from books, but through experience. One of my favorite […]