Tag Archives: David Collum

  • Podcast

    David Collum: The Next Recession Will Be A Barn-Burner

    With very few places for capital to hide
    by Adam Taggart

    Sunday, December 27, 2015, 1:05 AM

    103

    For those who enjoyed his encyclopedic 2015: Year In Review, this week we spend an hour with David Collum to ask: After processing through all of that information, what do you think the future is most likely to bring?

    Perhaps it comes as little surprise that he sees the global economy headed back down into recession, one that will be deeper and more damaging than the 2008 crisis.

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  • Blog
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    2014 Year in Review: Part 2

    Will 2015 be the year it all comes tumbling down?
    by David Collum

    Friday, December 19, 2014, 4:27 PM

    18

    This year has been all about risk—existential risk. Some of it seemed to dissipate and some lingers.  Market valuations remain risky—regression to the mean could easily provide a 50% haircut and more if we observe regression through the mean. This has not come to pass, but the risk is very real.

    Those who seek risk in markets will eventually find it.

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  • Blog
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    2014 Year in Review

    The year we piled up risks like a global game of Tetris
    by David Collum

    Friday, December 19, 2014, 4:27 PM

    33

    I have not seen a year in which so many risks—some truly existential—piled up so quickly. Each risk has its own, often unknown, probability of morphing into a destructive force. Groping for a metaphor—I love metaphors and similes—I feel like we’re in the final throes of a geopolitical Game of Tetris as financial and political authorities race to place the pieces correctly. But the acceleration is palpable. The proximate trigger for pain and ultimately a collapse can be small, as anyone who’s ever stepped barefoot on a Lego knows.

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  • Podcast

    David Collum: Broken Markets, State Capitalism & Eroding Liberty

    Understanding the dominant trends of 2013
    by Adam Taggart

    Sunday, December 22, 2013, 5:47 PM

    32

    2013 was a frustrating year for those who believe in cause and effect. Markets have been levitated far above what fundamentals would justify. Sovereign debt has increased tremendously, but seemingly without repercussion. Central planners have become more brazen in their belief that intervention is the best way to control both an economy and its citizens to surprising little outcry from the populace:

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  • Blog
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    2013 Year in Review

    Austerity is not a policy
    by David Collum

    Friday, December 20, 2013, 5:36 PM

    12

    Every year, friend-of-the-site David Collum writes a detailed "Year in Review" synopsis full of keen perspective and plenty of wit. This year's is no exception. Moreover, he has graciously selected PeakProsperity.com as the site where it will be published in full. It's quite longer than our usual posts, but worth the time to read in full.

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