Silver as an investment

Category Archives: market liquidity

Doug Noland: There Will Be No Way Out When This Market Bubble Bursts

Authored by Adam Taggart via PeakProsperity.com, This week Doug Noland joins the podcast to discuss what he refers to as the "granddaddy of all bubbles". Noland, a 30-year market analyst and specialist in credit cycles, currently works at McAlvany Wealth Management and is well known for his prior 16-year stint helping manage the Prudent Bear Fund. […]

Citi’s Shocking Admission: “There Is A Growing Fear Among Central Bankers They’ve Lost Control”

Earlier we showed a variation on a VIX chart from Citi’s Hans Lorenzen which, if it doesn’t impress, or scare you, then nothing probably will. However, leaving readers unimpressed – and unscared – will not satisfy Lorenzen, which is why the credit strategist who works together with the godfather of rational doom, Matt King, and […]

Chinese Stocks Plummet: Shanghai Tumbles Most In 17 Months As Bond Rout Spreads

The euphoria from the year-end melt up in Europe and the US failed to inspire Chinese traders, and overnight China markets suffered sharp losses, with the Shanghai Composite plunging 2.3%, its biggest one day drop since June 2016, over growing fears that the local bond rout is getting out of control. Both the tech-heavy Chinext […]

BOE Warns Weekly Fund Redemptions Of 1.3% Would Break Corporate Bond Market

The Bank of England has done some timely and truly eye-opening research into the resilience of corporate bond markets. The research is contained in the Bank of England Financial Stability Paper No.42 and is titled “Simulating stress across the financial system:  the resilience of corporate bond markets and the role of investment funds” by Yuliya […]

Bill Blain: “Why We Should Be Very Nervous About Corporate Bonds”

Blain’s Morning Porridge, Submitted by Bill Blain of Mint Partners Why we should be very nervous about corporate bonds     “Before the fiddlers have fled, before they ask us to pay for the bill and while we still have the chance.…” This might be week the proverbial chickens have more need than ever of somewhere […]

“What Happens When The Market Can No Longer Pretend”: Charting Today’s Minsky Moment Dynamics

Back in July, Deutsche Bank’s derivative strategist Aleksandar Kocic believed he had found the moment the market broke, which he defined as a terminal dislocation between market and economic policy uncertainty: as he wrote 4 months ago, it was some time in 2012 that markets “lost their capacity to deal with uncertainty.” It was also […]

Macquarie: “Investors Are Mentally Exhausted Because They Understand There Is Nothing Normal In This Market”

In a note released this morning by Macquarie’s Viktor Shvetz, the bank’s stunned head of global equity strategy looks at what has become a “world without risk” and makes several observations, the key of which is absolutely spot on: “Investors are probably suffering extreme mental exhaustion. Historically low volatilities and risks, coinciding with high valuations, […]

Kolanovic: “This Is What The Next Crisis Will Look Like”

There are two distinct parts to the latest, just released research note from JPM's quant "wizard" Marko Kolanovic. In the first part, the infamous predictor of market swoons takes on an unexpectedly cheerful demeanor, and explains why contrary to his recent market outlooks, near-term risks for a market selloff appear to have abated. First, he […]

A Market In Which “Shocks No Longer Shock”: Deutsche’s Kocic Explains How To Trade It

Back in June, one of Wall Street’s more philosophical derivatives strategists, DB’s Aleksandar Kocic looked at the state of the market and postulated that far from “stable” the existing risk  “equilibrium” is one which can be described as “metastable“, the result of widespread complacency, and which he compared to an avalanche where “a totally innocuous […]

Rickards Fears September Meltdown – “1000 Point Drops, Or A Closed Exchange?”

Authored by Craig Wilson via The Daily Reckoning, Jim Rickards joined Alex Stanczyk at the Physical Gold Fund to discuss current destabilizing factors that could drastically impact investors. During the first part of their conversation the economic expert delved into gold positioning for the future, the expanding threats from North Korea and liquidity in global […]