Insider en Off The Cuff: A Serious, Serious Mess ]]><p>In this week&#39;s Off The Cuff podcast, Chris and Mish&nbsp;Shedlock&nbsp;discuss:</p> <ul> <li style="line-height: 19.5px;">Oil And Stock Prices <ul> <li style="line-height: 19.5px;">Correlated at 0.9 right now</li> </ul> </li> <li style="line-height: 19.5px;">&quot;A Serious, Serious Mess&quot; <ul> <li style="line-height: 19.5px;">The service sector quickly weakens</li> </ul> </li> <li style="line-height: 19.5px;">Bank Losses <ul> <li style="line-height: 19.5px;">Need to be taken, but whom will get stuck with them?</li> </ul> </li> <li style="line-height: 19.5px;">Gold&#39;s Shine <ul> <li style="line-height: 19.5px;">It&#39;s relative performance for 2016 has been very good</li> </ul> </li> </ul> <p><a href="" target="_blank">read more</a></p> Insider cuff Mish Shedlock Fri, 05 Feb 2016 16:39:27 +0000 Adam Taggart 96643 at Our Tone Deaf Elites Risk The Ruin Of Us All ]]><p>The &#39;little people&#39; all over the globe are beginning to stir and let their resentments be heard.</p> <p>Yet the central planners and their entitled elite brethren are responding with confusion, and sometimes a deep callousness that knifes through the air. &ldquo;Let them eat cake!&rdquo; some almost say.</p> <p>Inter-class enmity isn&#39;t remotely avoidable at this point.&nbsp;</p> <p><a href="" target="_blank">read more</a></p> Insider Tue, 02 Feb 2016 00:56:04 +0000 cmartenson 96583 at Off The Cuff: The Need For Solutions ]]><p>In this week&#39;s Off The Cuff podcast, Chris and David Morgan discuss:</p> <ul> <li style="line-height: 19.5px;">How We Got Into This Mess <ul> <li style="line-height: 19.5px;">The bad polices that led to our current state of mal-investment</li> </ul> </li> <li style="line-height: 19.5px;">The Need For Solutions <ul> <li style="line-height: 19.5px;">Enough with the problem, what should we do?</li> </ul> </li> <li style="line-height: 19.5px;">Why Things Can Get Worse Quickly From Here <ul> <li style="line-height: 19.5px;">A chain-reaction of bursting bubbles</li> </ul> </li> <li style="line-height: 19.5px;">The Future For Silver <ul> <li style="line-height: 19.5px;">Where to next for the grey metal?</li> </ul> </li> </ul> <p><a href="" target="_blank">read more</a></p> Insider cuff David Morgan Markets silver Fri, 29 Jan 2016 18:38:52 +0000 Adam Taggart 96518 at Oil Is Sinking The Markets ]]><p>A vast, enormous amount of junk-rated oil debt is in deep trouble. Everybody knows this, but saying so has been taboo up until now, at least in polite conversations.</p> <p>But the parallels to the sub-prime market&#39;s role as the &quot;pin that popped the bubble&quot; in 2008 are now too obvious to ignore.</p> <p><a href="" target="_blank">read more</a></p> Insider bank of america crisis Deutsche Bank oil stocks Mon, 25 Jan 2016 23:47:41 +0000 cmartenson 96465 at Off The Cuff: It's Beginning To Look A Lot Like 2008 ]]><p>In this week&#39;s Off The Cuff podcast, Chris and John&nbsp;Rubino&nbsp;discuss:</p> <ul> <li style="line-height: 19.5px;">It&#39;s Looking Like 2008 All Over Again <ul> <li style="line-height: 19.5px;">Liquidity is drying up &amp; the banks are weakening fast</li> </ul> </li> <li style="line-height: 19.5px;">Oil At The Epicenter <ul> <li style="line-height: 19.5px;">The ripple effect of the losses will be wider than anyone expects</li> </ul> </li> <li style="line-height: 19.5px;">Financial Sector Leading The Way Down <ul> <li style="line-height: 19.5px;">The banks are getting hammered for their loan exposure</li> </ul> </li> <li style="line-height: 19.5px;">Gold Set To Shine Again <ul> <li style="line-height: 19.5px;">Will 2016 finally see a safety-driven rebound?</li> </ul> </li> </ul> <p><a href="" target="_blank">read more</a></p> Insider 2008 cuff gold Markets oil Rubino Thu, 21 Jan 2016 19:16:07 +0000 Adam Taggart 96407 at And.....It's Gone! ]]><p>The deflation monster was evident across the global markets today, and the possibility of a market crash remains as high as ever.</p> <p>In the overnight session on Tuesday, everything fell apart.</p> <p>We can now clearly see the tracks of the&nbsp;<a href="" target="_blank">deflation monster</a>&nbsp;stomping across the world stage. While a retreat into bonds (safety) has happened, that&rsquo;s just the normal first reaction to such a terrible financial situation.&nbsp; However, those bonds will prove to be roach motels as the next stage of this monster will be massive bond defaults of all varieties.</p> <p><a href="" target="_blank">read more</a></p> Insider crash deflation Markets stocks Wed, 20 Jan 2016 16:00:38 +0000 cmartenson 96385 at Why This Next Crisis Will Be Worse Than 2008 ]]><h1><strong>Executive Summary</strong></h1> <ul> <li style="line-height: 19.5px;">There are too many signs of deflation to deny it&#39;s winning the day</li> <li style="line-height: 19.5px;">Why China&#39;s weakening will accelerate the global economy&#39;s decent</li> <li style="line-height: 19.5px;">Why this next crisis will be worse than 2008</li> <li style="line-height: 19.5px;">What will it look like if things really get out of control (how bad could things get?)</li> <li style="line-height: 19.5px;">The best investments to be making now, before the rout</li> </ul> <blockquote><p><em>If you have not yet read <a href="" target="_blank">The Deflation Monster Has Arrived</a>, available free to all readers, please <a href="" target="_blank"><strong>click here</strong></a> to read it first.</em></p> </blockquote> <h2>Too Many Warning Signs To Talk About</h2> <p>The deflationary monster is here and there are almost too many warning signs to list, let alone fully describe.</p> <p>So I&rsquo;ll just list and link them&hellip;you can follow up on the details if you want, it&rsquo;s the &lsquo;general vibe&rsquo; I want to get across.</p> <p>Here are the signs of a weak economy that we are dealing with:</p> <ul> <li><a href="" target="_blank">Oil in the $20&rsquo;s</a> (!!)</li> <li><a href=";t=HG">Copper under $2</a></li> <li>Baltic Dry Shipping Index <a href="">at the lowest ever at 383</a> and down ~50% in the past year.</li> <li><a href="">Wal-Mart closing 269 stores, 154 in the US</a>.</li> <li><a href="">Business inventories to sales at new cycle highs</a></li> <li><a href="">U.S. freight volume falls for first time in almost three years</a></li> <li><a href="">US retail sales fall 0.1% in December</a></li> <li><a href="">Empire State index weakens to recession lows</a>.</li> <li><a href="">South African rand hits new all-time lows in 2016</a></li> <li><a href="">Brazil&rsquo;s Real Falls Sharply Against Dollar</a></li> <li><a href="">Brazil Unemployment Rate Rises to 9%</a></li> <li><a href="">Canadian Dollar Hits 13 Year Low Against US Dollar</a></li> <li><a href="">U.S. Energy Junk Bond Spreads At Record Width</a></li> <li><a href="">Nigeria&rsquo;s Currency Plummets On Open Market</a></li> <li><a href="">Mexico&rsquo;s Peso Hits New All-Time Low</a></li> <li><a href="">Chinese Stocks Enter Bear Market</a> (again)</li> <li><a href="">European Stocks Enter Bear Market</a></li> </ul> <p>The pattern here is one of rapidly slowing economic activity and mounting pain starting &ldquo;from the outside in&rdquo; as emerging markets and the poor people within the core countries bear the brunt at first. Things always get rolling to the downside starting with the weakest, peripheral elements first.</p> <p>Copper and oil are providing very clear signs that economic activity is not just slow, but in rapid retreat. Wal-Mart tells us that its shoppers are having trouble. The fresh all-time lows in a variety of currencies, plus massive weakness in others, is telling us that the virtuous portion of the liquidity cycle that the Fed, et al., unleashed on the world has entered the vicious part of the cycle.</p> <p>The pain will spread to the center with increasing speed. The main question is if the authorities can stop that before the momentum becomes too great to halt? And what will happen if they cannot?</p> <p>The answer to that is...</p> <p><a href="" target="_blank">read more</a></p> Insider 2008 bubble China crisis deflation Fed Federal Reserve stocks Sat, 16 Jan 2016 00:53:18 +0000 cmartenson 96308 at Off The Cuff: A Lot Of Deterioration... ]]><p>In this week&#39;s Off The Cuff podcast, Chris and Brian&nbsp;Pretti&nbsp;discuss:</p> <ul> <li style="line-height: 19.5px;">A Lot Of Deterioration <ul> <li style="line-height: 19.5px;">Why 2016 is off to a very grim start</li> </ul> </li> <li style="line-height: 19.5px;">There Will Be Blood <ul> <li style="line-height: 19.5px;">The carnage from the drop in oil prices will be horrific</li> </ul> </li> <li style="line-height: 19.5px;">Ugly, Ugly Data <ul> <li style="line-height: 19.5px;">The economic numbers are shouting sickness worldwide</li> </ul> </li> <li style="line-height: 19.5px;">Gold <ul> <li style="line-height: 19.5px;">Why 2016 will mark the low</li> </ul> </li> </ul> <p><a href="" target="_blank">read more</a></p> Insider Brian Pretti crash cuff energy gold oil stock market stocks Thu, 14 Jan 2016 06:26:35 +0000 Adam Taggart 96190 at Why A Crash Is Likely ]]><h1><strong>Executive Summary</strong></h1> <ul> <li style="line-height: 19.5px;">Why a crash is likely</li> <li style="line-height: 19.5px;">Why the machines have won, and regular investors should flee these markets</li> <li style="line-height: 19.5px;">Why the coming oil company bankruptcies will trigger a deflationary rout</li> <li style="line-height: 19.5px;">Why we&#39;ve passed Peak Easy</li> </ul> <blockquote><p><em>If you have not yet read <a href="" target="_blank">Markets Are Correcting Hard</a>, available free to all readers, please <a href="" target="_blank"><strong>click here</strong></a> to read it first.</em></p> </blockquote> <h2>The Larger Lesson (Why A Crash Is Likely)</h2> <p>Look, the financial markets are broken -- the US, in China, and largely everywhere else around the globe.<span style="mso-spacerun:yes"> The sad fact is that the regulators have utterly failed to impose any meaningful limits on the rise of the computers and their high frequency hi-jinks.</span></p> <p>Now those computers dominate the entire market landscape for better and, eventually, worse.</p> <p>The reason I say &lsquo;worse&rsquo; is because the computers deliver the appearance, but not the reality, of market liquidity.</p> <p><span style="mso-spacerun:yes">As long as they detect that everything is operating normally, or at least within their accepted bands or limits, then they indeed provide plenty of liquidity.<span style="mso-spacerun:yes"> But when events exceed those limits?</span></span></p> <p>The computers just shut down, revealing the true lack of market depth.<span style="mso-spacerun:yes"> The key story of all markets, bonds, commodities, futures and equities, is that each has experienced a vast diminishment of liquidity.</span></p> <p>Share volumes are down on the equity exchanges as fewer and fewer participants are willing play a rigged game.<span style="mso-spacerun:yes"> That&rsquo;s not just...</span></p> <p><a href="" target="_blank">read more</a></p> Insider crash HFT stocks Fri, 08 Jan 2016 05:41:21 +0000 cmartenson 96192 at The Deflationary Wave Builds ]]><p>Well, the New Year got off to a rocky start in the world markets.&nbsp; Why it has taken so long for the equity markets to react to an obvious weakening global economic environment is beyond us.&nbsp; We write that knowing that it may take even longer still for reality to catch up to the world&rsquo;s financial markets.</p> <p>Part of the reason for the delay, of course, is that the world&rsquo;s central banks have been fighting off reality with a coordinated series of actions designed to prop up financial markets for as long as possible.</p> <p><a href="" target="_blank">read more</a></p> Insider deflation Tue, 05 Jan 2016 06:32:25 +0000 cmartenson 96122 at