Insider http://www.peakprosperity.com/insider/newest?title=&uid=&created= en Off The Cuff: The Message Is Spreading http://www.peakprosperity.com/insider/99967/cuff-message-spreading ]]><p>In this week&#39;s Off The Cuff podcast, Chris and I summarize our experiences last week at Freedom Fest, as well as Chris&#39; subsequent trip to the Opal wealth conference in Newport.</p> <p>The quick synopsis is that the Peak Prosperity message is spreading. And influencing more decision makers than either of us realized.</p> <p style="line-height: 19.5px;line-height: 19.5px;"><a href="https://s3.amazonaws.com/cm-us-standard/audio/off-the-cuff-235-sample.mp3" target="_blank">Click to listen to a sample of this Off the Cuff Podcast</a> or <a href="http://www.peakprosperity.com/enroll" target="_blank">Enroll</a> today to access the full audio and other premium content today.</p> <p><a href="http://www.peakprosperity.com/insider/99967/cuff-message-spreading" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99967/cuff-message-spreading#comments Insider Adam Taggart Freedom Fest Off The Cuff Opal http://www.peakprosperity.com/crss/node/99967 Sat, 23 Jul 2016 01:46:29 +0000 Adam Taggart 99967 at http://www.peakprosperity.com Strange Happenings in Japan http://www.peakprosperity.com/insider/99640/strange-happenings-japan ]]><p>The whole world now waits to see which central bank is up next to do the heavy lifting for the next round of stock and bond propping.</p> <p>And so Japan is now front and center on that stage again. Especially since Bernanke just traveled there to conclude a &quot;secret&quot; meeting with Prime Minister Abe and Bank of Japan head&nbsp;Kuroda.</p> <p><a href="http://www.peakprosperity.com/insider/99640/strange-happenings-japan" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99640/strange-happenings-japan#comments Insider Bank of Japan Insider Japan Kuroda Nippon Kaigi shinzo abe http://www.peakprosperity.com/crss/node/99640 Tue, 12 Jul 2016 00:22:24 +0000 cmartenson 99640 at http://www.peakprosperity.com Investing For Crisis http://www.peakprosperity.com/insider/99517/investing-crisis ]]><h1><strong>Executive Summary</strong></h1> <ul> <li style="line-height: 19.5px;">Which coming developments we can predict with certainty</li> <li style="line-height: 19.5px;">Why the next crisis won&#39;t be like 2008</li> <li style="line-height: 19.5px;">Why what worked post-2008 won&#39;t work this time</li> <li style="line-height: 19.5px;">Where stocks and gold are headed</li> <li style="line-height: 19.5px;">Where to find safe haven for your investment capital</li> </ul> <blockquote><p><em>If you have not yet read <a href="http://www.peakprosperity.com/blog/99516/great-market-tide-has-now-shifted-risk-assets" target="_blank">The Great Market Tide Has Now Shifted To Risk-Off Assets</a>, available free to all readers, please <a href="http://www.peakprosperity.com/blog/99516/great-market-tide-has-now-shifted-risk-assets" target="_blank"><strong>click here</strong></a> to read it first.</em></p> </blockquote> <p>In <a href="http://www.peakprosperity.com/blog/99516/great-market-tide-has-now-shifted-risk-assets" target="_blank">Part 1</a>, we reviewed the market&rsquo;s risk-on, risk-off gyrations and laid out the case for long-term declines in confidence, political stability and profits.&nbsp; What does this new era of uncertainty mean for individual investors?</p> <h2>What&rsquo;s Predictable?</h2> <p>We can start by asking&mdash;is there anything we can predict with any certainty?</p> <p>I think we can very confidently predict that future central bank monetary policies will fail to generate sustainable growth or fix what&rsquo;s broken in the global financial system.</p> <p>I think we can predict that uncertainty will only increase with time rather than decrease. This rise of uncertainty will predictably lower the attractiveness of risk-on assets, other than as short-term speculative bets after some central banker issues yet another &ldquo;whatever it takes&rdquo; proclamation.</p> <p>It&rsquo;s also a pretty good bet that if central banks and states continue expanding credit/money that isn&rsquo;t matched by a corresponding expansion of goods and services, the purchasing power of those currencies will decline.</p> <p>We can very confidently predict that the authorities will continue to <em>do more of what has failed spectacularly</em> until they are removed from power or the system breaks down.</p> <p>We can predict with some confidence that issuing more debt will provide little productive results.</p> <p>I also think we can hazard a guess that the next financial crisis will be of a different sort than the 2008-09 Global Financial Meltdown.</p> <p>Just as generals prepare to fight the last war, with predictably dismal results (unless the exact same war is replayed, which rarely seems to happen), central bankers are fully prepared to stave off a crisis like the one in 2008: a financial crisis that emerges from leveraged bets going bad in money-center investment banks.</p> <p>My basic presumption is...</p> <p><a href="http://www.peakprosperity.com/insider/99517/investing-crisis" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99517/investing-crisis#comments Insider bonds central banks Charles Hugh Smith debt dollar economy energy Federal Reserve gold Markets precious metals stock market stocks http://www.peakprosperity.com/crss/node/99517 Fri, 08 Jul 2016 19:03:27 +0000 charleshughsmith 99517 at http://www.peakprosperity.com Off The Cuff: Something Crazy Is Getting Ready To Happen http://www.peakprosperity.com/insider/99536/cuff-something-crazy-getting-ready-happen ]]><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;">The FBI Findings Regarding Clinton&#39;s Emails <ul> <li style="line-height: 19.5px;">It really does seem there&#39;s a different set of rules for the privileged</li> </ul> </li> <li style="line-height: 19.5px;">Something Crazy Is Getting Ready To Happen <ul> <li style="line-height: 19.5px;">Why the next major crisis is set to blow</li> </ul> </li> <li style="line-height: 19.5px;">Watch The Bank Stocks <ul> <li style="line-height: 19.5px;">When they&#39;ve dropped this far, you know there&#39;s trouble</li> </ul> </li> <li style="line-height: 19.5px;">The New Bull Market For Gold &amp; Silver <ul> <li style="line-height: 19.5px;">Many mining stock are up 300-500%</li> </ul> </li> </ul> <p>Wow, so much ground to cover this week. And Chris and John do a great job of covering as much as they can. What does the FBI&#39;s hands-off approach to Clinton say about the fairness of rule of law in today&#39;s society? What systemic fault lines has&nbsp;Brexit&nbsp;opened for the EU, as well as the rest of the world? Why is the banking system suddenly looking so sick? What does the recent surge in precious metals portend?</p> <p style="line-height: 19.5px;line-height: 19.5px;"><a href="https://s3.amazonaws.com/cm-us-standard/audio/off-the-cuff-234-sample.mp3" target="_blank">Click to listen to a sample of this Off the Cuff Podcast</a> or <a href="http://www.peakprosperity.com/enroll" target="_blank">Enroll</a> today to access the full audio and other premium content today.</p> <p><a href="http://www.peakprosperity.com/insider/99536/cuff-something-crazy-getting-ready-happen" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99536/cuff-something-crazy-getting-ready-happen#comments Insider Brexit Clinton crazy cuff FBI gold John Rubino Justice Markets Rule of Law http://www.peakprosperity.com/crss/node/99536 Thu, 07 Jul 2016 20:45:36 +0000 Adam Taggart 99536 at http://www.peakprosperity.com Off The Cuff: The Prosperity Pie Is Shrinking http://www.peakprosperity.com/insider/99364/cuff-prosperity-pie-shrinking ]]><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;">The Battle Behind&nbsp;Brexit <ul> <li style="line-height: 19.5px;">An underlying story of the masses vs the elites</li> </ul> </li> <li style="line-height: 19.5px;">The Prosperity Pie Is Shrinking <ul> <li style="line-height: 19.5px;">The macro issue of our time</li> </ul> </li> <li style="line-height: 19.5px;">Election Rigging <ul> <li style="line-height: 19.5px;">A near-certainty at this point</li> </ul> </li> <li style="line-height: 19.5px;">Gold &amp; Silver Streak <ul> <li style="line-height: 19.5px;">Finally! Some upward momentum</li> </ul> </li> </ul> <p style="line-height: 19.5px;line-height: 19.5px;"><a href="https://s3.amazonaws.com/cm-us-standard/audio/off-the-cuff-233-sample.mp3" target="_blank">Click to listen to a sample of this Off the Cuff Podcast</a> or <a href="http://www.peakprosperity.com/enroll" target="_blank">Enroll</a> today to access the full audio and other premium content today.</p> <p><a href="http://www.peakprosperity.com/insider/99364/cuff-prosperity-pie-shrinking" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99364/cuff-prosperity-pie-shrinking#comments Insider Brexit cuff gold Mish Shedlock precious metals silver http://www.peakprosperity.com/crss/node/99364 Fri, 01 Jul 2016 15:16:11 +0000 Adam Taggart 99364 at http://www.peakprosperity.com How My Personal Portfolio Is Positioned Right Now http://www.peakprosperity.com/insider/98983/how-my-personal-portfolio-positioned-right-now ]]><h1><strong>Executive Summary</strong></h1> <blockquote><p><em>If you have not yet read <a href="http://www.peakprosperity.com/blog/98985/fortunes-will-made-lost-when-capital-flees-safety" target="_blank">Part 1: Fortunes Will Be Made &amp; Lost When Capital Flees To Safety</a> available free to all readers, please <a href="http://www.peakprosperity.com/blog/98985/fortunes-will-made-lost-when-capital-flees-safety" target="_blank"><strong>click here</strong></a> to read it first.</em></p> </blockquote> <p>So, given the conclusions in <a href="http://www.peakprosperity.com/blog/98985/fortunes-will-made-lost-when-capital-flees-safety" target="_blank">Part 1</a> -- as well as the larger risks to the economy and financial markets that we analyze daily here at Peak Prosperity -- how am I positioning my own personal investments?</p> <p>I get asked this question often. Often enough that I&#39;m deciding to open the kimono here and let it drop to the ground. Everyone interested to look will get the full frontal.</p> <p>Before I do though, let me make a few things absolutely clear.&nbsp;<strong>This is NOT personal financial advice.</strong>&nbsp;The investment choices I&#39;ve made are based on my own unique situation, financial goals and risk tolerance. And I may change these choices at any moment given new market developments. What&#39;s appropriate for me may not be for you, so <strong>DO NOT </strong>blindly duplicate what I&#39;m doing.</p> <p>As always, we recommend working with a professional financial adviser to build an investment plan customized to your own needs and objectives. (If you do not have a financial adviser or do not feel comfortable with your current adviser&#39;s expertise in the market risks we discuss here at PeakProsperity.com, consider scheduling a free consultation with&nbsp;<a href="http://www.greylockpeak.com/" target="_blank">our endorsed adviser</a>)</p> <p>Suffice it to say, any investment ideas sparked by this report should be reviewed with your financial adviser before taking any action. Am I being excessively repetitive here in order to drive this point home? Good...</p> <p>OK, with that out of the way, let&#39;s get started. I&#39;ll walk through the asset classes I own and my rationale for holding each.</p> <p>The strategy behind my portfolio allocation is of my own devise, though it has been influenced in no small part by the good folks at New Harbor Financial, Peak Prosperity&#39;s aforementioned endorsed financial adviser.</p> <p>At a high level, it has been constructed to address my strongly-held conclusions that:</p> <ul> <li>Prices of most asset classes are dangerously overvalued</li> <li>The risk of another economic contraction on par with (or greater than) the Great Recession within the next 2-4 years is uncomfortably high</li> <li>The most likely path is we will experience a short period of coming deflation, followed soon after by one of high inflation as central banks starting printing currency without restraint (the Ka-POOM theory)</li> <li>Capital will increasingly want to flow from paper assets (tertiary wealth) into tangible ones (primary and secondary wealth)</li> <li>This is a time to prioritize protecting capital (defense) over speculating on how to grow it (offense)</li> <li>Diversification is wise: just be emotionally prepared that some of your bets, by definition, will not pay off</li> <li>In today&#39;s world of financial repression, no asset class is truly &quot;safe&quot;. As such, asset performance is all relative.</li> </ul> <p>This is not a swing-for-the-fences portfolio. It&#39;s much more of a prepare-for-the-storm approach...</p> <p><a href="http://www.peakprosperity.com/insider/98983/how-my-personal-portfolio-positioned-right-now" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/98983/how-my-personal-portfolio-positioned-right-now#comments Insider cash dollar farmland gold hard assets hedging housing precious metals real estate silver tangible assets http://www.peakprosperity.com/crss/node/98983 Fri, 24 Jun 2016 20:46:10 +0000 Adam Taggart 98983 at http://www.peakprosperity.com Brexit Shocker! http://www.peakprosperity.com/insider/99194/brexit-shocker ]]><p>The political and financial landscapes have been altered by last night upset &quot;Leave&quot; vote in Britain and now we have to try and make sense of the new terrain.</p> <p style="line-height: 18.2px; background-color: rgb(253, 255, 255);">This is huge. Not that a Brexit&nbsp;&#39;Leave&#39; vote has anything at all to with, say, Caterpillar&rsquo;s earnings over the next few quarters. It has nothing at all to do with anything fundamental, but these &ldquo;&rdquo;markets&rdquo;&rdquo; have been anything but fundamental for years.</p> <p style="line-height: 18.2px; background-color: rgb(253, 255, 255);">They&#39;ve become gigantic, globally interconnected, leveraged speculating casinos. Nothing but a massive set of bubbles in search of a pin.</p> <p style="line-height: 18.2px; background-color: rgb(253, 255, 255);">It looks like they may have just found one...</p> <p><a href="http://www.peakprosperity.com/insider/99194/brexit-shocker" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99194/brexit-shocker#comments Insider Brexit Britain david cameron Euro http://www.peakprosperity.com/crss/node/99194 Fri, 24 Jun 2016 14:30:23 +0000 cmartenson 99194 at http://www.peakprosperity.com Off the Cuff: Things Are Toppy http://www.peakprosperity.com/insider/98984/cuff-things-toppy ]]><p style="line-height: 19.5px;line-height: 19.5px;"><a href="https://s3.amazonaws.com/cm-us-standard/audio/off-the-cuff-230-sample.mp3" target="_blank">Click to listen to a sample of this Off the Cuff Podcast</a> or <a href="http://www.peakprosperity.com/enroll" target="_blank">Enroll</a> today to access the full audio and other premium content today.</p> <p><a href="http://www.peakprosperity.com/insider/98984/cuff-things-toppy" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/98984/cuff-things-toppy#comments Insider Charles Hugh Smith Off The Cuff http://www.peakprosperity.com/crss/node/98984 Wed, 22 Jun 2016 02:34:30 +0000 Adam Taggart 98984 at http://www.peakprosperity.com How To Prepare For War http://www.peakprosperity.com/insider/99010/how-prepare-war ]]><h1><strong>Executive Summary</strong></h1> <ul> <li style="line-height: 19.5px;">How to Prepare for: <ul> <li style="line-height: 19.5px;">Trade War</li> <li style="line-height: 19.5px;">Energy War</li> <li style="line-height: 19.5px;">Financial War</li> <li style="line-height: 19.5px;">Cyberwar</li> <li style="line-height: 19.5px;">Grid-down attack</li> <li style="line-height: 19.5px;">Conventional Shooting War</li> <li style="line-height: 19.5px;">Nuclear War</li> </ul> </li> </ul> <blockquote><p><em>If you have not yet read <a href="http://www.peakprosperity.com/blog/99008/tensions-between-usnato-russia-flaring-dangerously" target="_blank">Part 1:&nbsp;Tensions Between US/NATO &amp; Russia Are Flaring Dangerously</a> available free to all readers, please <a href="http://www.peakprosperity.com/blog/99008/tensions-between-usnato-russia-flaring-dangerously" target="_blank"><strong>click here</strong></a> to read it first.</em></p> </blockquote> <blockquote><p>As a preamble, I need to note that I do not enjoy or derive any satisfaction from writing about or spending time on figuring out how to dodge the worst impacts of human behavior.&nbsp; War sits right at the top of my &lsquo;<em>this is stupid&rsquo;</em> list.&nbsp; War should be the very last resort after all other diplomatic efforts have failed.&nbsp; I am sorry that I have to spend time writing this report, and I am sorry that you have to spend time considering it.</p> </blockquote> <p>As (sadly) expected, things have only escalated over the past several years, not deescalated.&nbsp; The West has a serious bone to pick with Russia and nobody can rationally explain what or why that might be. I happen to think this is all about bruised neocon egos over Syria, while others think this is just military industrial business being waged in typical fashion.&nbsp; But it really doesn&rsquo;t matter what the explanation is; at this point we have to accept that things are at a dangerous point and do our best to respond appropriately.</p> <p>The consequences of a war between Russia and the US/NATO could range from a very minor skirmish fought over some relatively meaningless items of trade, to an attack on financial markets, all the way to an all-out nuclear exchange.</p> <p>The question becomes, what, if anything, can we do to prepare?</p> <p>Lots as it turns out.</p> <p>No matter where you live, even if you are close to Ukraine and face the prospect of being near a front line that might develop in the future, there is lots that you can and <em>should</em> do.&nbsp; Luckily, most of the preparations are similar to those you should be undertaking anyways, war worries or not, so they won&rsquo;t cost you anything extra in terms of time or money.</p> <p>What you end up doing depends on which sort of war you consider most likely, where you happen to live, and your means. &nbsp;So let&rsquo;s consider the range of possibilities here...</p> <p><a href="http://www.peakprosperity.com/insider/99010/how-prepare-war" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/99010/how-prepare-war#comments Insider NATO Russia war http://www.peakprosperity.com/crss/node/99010 Fri, 17 Jun 2016 21:16:29 +0000 cmartenson 99010 at http://www.peakprosperity.com The Approaching Moment Of Market Capitulation http://www.peakprosperity.com/insider/98958/approaching-moment-market-capitulation ]]><p>Today, on Wednesday June&nbsp;15<sup>th</sup>, the Fed made its latest &#39;non-decision&#39; and did not raise interest rates. The stock market first rose but then tumbled, likely indicating that the Fed&#39;s magic is all used up. As we all know, that&rsquo;s about the only thing that&rsquo;s been keeping the stock market levitated of late.</p> <p>I&rsquo;m on record as saying that not only would the Fed not raise rates this meeting, but that their next move, when it arrives, will be to lower rates; not raise them.</p> <p>Got that? Down; not up.</p> <p><a href="http://www.peakprosperity.com/insider/98958/approaching-moment-market-capitulation" target="_blank">read more</a></p> http://www.peakprosperity.com/insider/98958/approaching-moment-market-capitulation#comments Insider Fed Federal Reserve interest rates http://www.peakprosperity.com/crss/node/98958 Thu, 16 Jun 2016 01:42:10 +0000 cmartenson 98958 at http://www.peakprosperity.com