macrogoldsilver.blogg.se

Skulderna i världen har aldrig varit så höga som de är idag samtidigt som man trycker pengar för att hålla systemet igång. Guld och silver har varit en del av det monetära systemet under flera tusen år. De senaste dryga 40 åren har man dock valt att lämna dessa ädelmetaller utanför och det har medfört ökade skulder och ett ohållbart system.

FED är rädd för hur verkligheten ser ut

Publicerad 2016-01-29 11:29:41 i Ekonomi,

January 29 (King World News) – Jason Goepfert at SentimenTrader:  The Federal Reserve is confused. For only the 5th time in 136 meetings since the Fed started clearly articulating the biggest concern to their policy decisions, they neglected to do so yesterday (on Wednesday – see remarkable chart below).
It’s hard to see on the chart, but out of 136 statements, there were only 5 when the Fed didn’t feel comfortable enough to give any risk assessment – March 2003, September 2007, December 2007, April 2008, and yesterday.
 
KWN SentimenTrader I 1:29:2016

Vem köper aktier i en sån här ekonomisk utveckling

Publicerad 2016-01-29 11:11:57 i Ekonomi,

The S&P 500 is on track for its fourth straight season of negative sales, according to FactSet data, the longest such negative streak since the four-quarter stretch from the fourth quarter of 2008 to the third quarter of 2009.

 

Per-share earnings are looking at a deeper decline of 6.3%, wider than the 6.2% reading on Tuesday, according to FactSet. That would be a third straight quarter that earnings decline.

 

Currency wars, Trade wars and last World War

Publicerad 2016-01-29 11:03:13 i Ekonomi,

The average cumulative depreciation versus the US dollar has been almost 35% from January 2014 to January 2016. For many emerging markets, where depreciations have been considerably greater, weakening exchange rates have aggravated current problems associated with rising foreign-currency debts.

currency depreciation

 

 

Lyssna på Rob McEwen

Publicerad 2016-01-29 10:57:20 i Ekonomi,

Rob McEwen founded the largest gold company in the world by market cap – Goldcorp. Today, Rob is Chairman and CEO of McEwen Mining, a company in which he owns 25%. He has weathered many cycles in mining and created tremendous shareholder value during bear markets and bull markets. So what does he see in store today?

Är vi nu bara dagar från det stora fallet för världens börser

Publicerad 2016-01-27 12:12:00 i Ekonomi,

 
Based on 43 large sell-offs in the world's major equity markets, Morgan Stanley gauges how the current market slide compares to bear markets and bull corrections through history. While they have tended to last about 190 business days, with drawdowns around 30%, the current environment is considerably weaker than the typical bear market beginning...

Lyssna på Nomi Prins när hon gästar Max Keiser

Publicerad 2016-01-27 12:06:57 i Ekonomi,

Published on Jan 26, 2016

 

Check Keiser Report websitefor more: http://www.maxkeiser.com/

In this episode of the Keiser Report, Max Keiser and Stacy Herbert discuss that there is no story that is not true and what is good among one group of people is often an abomination with others. They look at negative oil prices and energy sector job cuts in the days of high leverage and low investment.  In @ 12:43 of the second half Max interviews author and former investment banker Nomi Prins of the Strategic Intelligence Newsletter about the global economic depression, as central banks attempt to taper a ponzi.

Lyssna på Felix Zulauf

Publicerad 2016-01-26 11:42:00 i Ekonomi,

 

The Barron's Roundtable veteran says economic conditions -- especially in China and emerging markets -- are worse than most people realize, and he is shorting, or betting against, U.S. stocks.

Schweiz har en mega Hedge Fond i sin egen Central Bank. Kan det ekonomiska systemet bli mer riskfyllt än när Schweiz lender of last resort sitter tung i börs aktier

Publicerad 2016-01-12 15:49:02 i Ekonomi,

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Among its other holdings, the SNB also had substantial exposure not only to the crushed US shale and energy sector, but to the recent bete noire of the US pharma industry, the company everyone now loves to hate, after loving to love for years, leveraged roll-up expert, Valeant.
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RBS tycker man skall sälja allt utom AAA bonds

Publicerad 2016-01-12 15:26:00 i Ekonomi,

RBS has advised clients to brace for a “cataclysmic year” and a global deflationary crisis, warning that major stock markets could fall by a fifth and oil may plummet to $16 a barrel.

The bank’s credit team said markets are flashing stress alerts akin to the turbulent months before the Lehman crisis in 2008. “Sell everything except high quality bonds. This is about return of capital, not return on capital. In a crowded hall, exit doors are small,” it said in a client note.

Andrew Roberts, the bank’s research chief for European economics and rates, said that global trade and loans are contracting, a nasty cocktail for corporate balance sheets and equity earnings. This is particularly ominous given that global debt ratios have reached record highs.

China has set off a major correction and it is going to snowball. Equities and credit have become very dangerous, and we have hardly even begun to retrace the 'Goldlocks love-in' of the last two years,” he said.

Mr Roberts expects Wall Street and European stocks to fall by 10pc to 20pc, with even an deeper slide for the FTSE 100 given its high weighting of energy and commodities companies. “London is vulnerable to a negative shock. All these people who are ‘long’ oil and mining companies thinking that the dividends are safe are going to discover that they’re not at all safe,” he said.

Håller förtroendet inom kinesiska bankvärlden på att försvinna.

Publicerad 2016-01-11 11:13:01 i Ekonomi,

Chinese stocks are trading at the lows of the day after Overnight HIBOR rates (Hong Kong's interbank borrowing rate) exploded a stunning 939bps to a record high 13.4%. It is clear that banks are utterly desperate for liquidity and/or are extremely concerned about one another's counterparty risk. This has dragged HSCEI down 5% (to its lowest since Oct 2011).

Lyssna på Max Keiser

Publicerad 2016-01-11 11:03:00 i Ekonomi,

 
In this episode of the Keiser Report, Max Keiser and Stacy Herbert discuss moths to the flame as corporations, individuals and whole nations self-liquidate on the pyre of bad debts. They look at the incredibly shrinking benefits of massive Japanese money printing and also at the proposal that Western oil giants self-liquidate as the best means of deploying their capital in a newly free oil market where the marginal producer once again sets the price. In @ 12:29 of the second half, Max interviews economics writer and researcher, Chris Martenson of PeakProsperity.com, about his new book, Prosper: How to Prepare for the Future and Create a World Worth Inheriting. They define ‘prosperity’ and name the best ways to create it for yourself, despite any global trends working against it.

Alasdair Macleod från GoldMoney om guldet och silvret under veckan

Publicerad 2016-01-08 15:26:22 i Ekonomi,

Chart 1 08012016

The year started with a bang.

Gold rose 4.5% and silver 3.8% in the first four days' trading, while equity markets had a torrid time. The dollar was also strong against the other major currencies, and many investment gurus are now worried, ranging from Marc Faber to George Soros. Overnight, on Thursday/Friday, state intervention was reported to have steadied Chinese equity markets, and gold and silver prices fell back slightly on real or imagined profit-taking.

One could argue that markets are only normalising. After all, equities have been buoyed up by zero interest rates and the usual bullish tones from analysts who are always positive for the new year. Gold in particular become oversold to a record degree in the last days of 2015, as shown in the chart below, which shows the net position in the Money Manager category (mainly hedge funds) on Comex.

Chart 2 08012016

Hedge fund managers have never been this net short, to the tune of 27,021 contracts. Gross shorts, not offset by long positions, are over 103,000 contracts, giving scope for the granddaddy of all bear squeezes. In that sense, the increase in the gold price of $50 over the week is minor, holding out the prospect of more rises to come.

Silver has been less dramatic in its moves, presumably because the short position has appeared less pronounced. However, in a market that lacks physical stock, the price finally began to rise last night, up 2.6%, indicating a short squeeze may be developing. But compared with volatility elsewhere, these moves are small beer. Oil has been particularly volatile, with WTI falling over 16% from Monday's opening to early yesterday morning (Thursday) when it bottomed at $32.12. High-grade copper suffered a similar fate, falling 15% over the same time-frame.

As mentioned above, some respected and experienced investors have turned bearish over the prospects for global stock markets, and these negative signs are easy to see for anyone following financial markets. Investors are increasingly risk-averse, with bond yield spreads for low-quality corporate debt having widened. Substantial loan losses are commonly expected from energy and commodity related debt, and every indication that international trade is collapsing is evidenced by the Baltic Dry Index hitting record lows.

Meanwhile, China's citizens, in spite of financial turmoil, continue to accumulate gold. With just a few days to report, they have taken delivery of 2,555 tonnes in 2015 (v. 2,102 in 2014), roughly 80% of global mine production. The total addition to China's reserves in 2015, including an increase in June of 604 tonnes, totalled 708.2 tonnes. Russia added about 181 tonnes to official reserves. And according to the World Gold Council, in the first three quarters Indian demand was 752.7 tonnes, or 1,004 tonnes annualised. These sources of demand alone total 4,448 tonnes, nearly 40% more than estimated global mine supply.

These are not the only countries adding to physical gold, so it is hardly surprising that we enter 2016 with greater stock shortages in western vaults. Furthermore, the outlook should continue to be dominated by increased perceptions of investment risk generally, which suggests that precious metals should be a profitable safe haven in the coming weeks.

Lyssna på Max Keiser

Publicerad 2016-01-04 14:52:23 i Ekonomi,

In this final special, ‘Winter, Why Not?’ episode of the Keiser Report, we conclude with our thoughts on the 2015 that was and the 2016 that is: from increasing productivity, declining wages and decreasing fuel efficiency, rising alternative energy superpower. In the second half, they talk to Charles Hugh Smith of OfTwoMinds.com about a ‘radically beneficial world’ in a post-jobs economy.

 

 

Ingen bra start på kinesiska börsåret. Frågan är om detta är början på något större eller kommer det tryckas pengar för att hejda verkligheten

Publicerad 2016-01-04 14:00:18 i Ekonomi,

 
Chinese stock trading was halted for the rest of the day after the CSI 300 Index plunged more than 7 percent.

Trading of shares and index futures was halted from about 1:34 p.m. local time, according to data compiled by Bloomberg.

Stocks fell as manufacturing contracted for a fifth straight month and investors anticipated the end of a ban on share sales by major stakeholders.

Under the mechanism which only became effective Monday, a move of 5 percent in the CSI 300 triggers a 15-minute halt for stocks, options and index futures, while a move of 7 percent close the market for the rest of the day. The CSI 300 of companies listed in Shanghai and Shenzhen fell as much as 7.02 percent before trading was suspended.

Not a happy new year...

 

Dow futures are now down over 150 points from NYE close, Gold and Treasuries are bid,

Lyssna på Max Keiser

Publicerad 2016-01-03 14:27:43 i Ekonomi,

 

In this final special, “Winter, Why Not?” episode of the Keiser Report, Max Keiser and Stacy Herbert conclude with their thoughts on the 2015 that was and the 2016 that is: from increasing productivity, declining wages and decreasing fuel efficiency, rising alternative energy superpower. In the second half, they talk to Charles Hugh Smith of OfTwoMinds.com about a “radically beneficial world” in a post-jobs economy.

2015 var inget bra år för PM

Publicerad 2016-01-03 14:24:31 i Ekonomi,

This year, gold fell -125.60 [-10.61%], silver dropped -1.80 [-11.57%], GDX was down -25.35%, and GDXJ lost -19.72%.    Platinum lost -26.30%, while palladium fell -29.61%.  It was a bad year for PM - gold actually did the best of anything, as seems to usually be the case during downtrends.
 

Lyssna på SGTREPORT

Publicerad 2016-01-03 14:20:19 i Ekonomi,

The Guerrilla Economist from Rogue Money.net helps us ring in 2016 as we discuss the timeline for collapse. If we give credence to the Rothschild owned Economist magazine, then 2018 marks the very end of the line for the US Dollar. But as V notes, the dominoes of the Dollar’s demise have already been in the process of falling. V warns, “What should alarm you folks is that we are hanging on by a thread.”

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Har varit verksam inom den finansiella marknaden i över 30 år. Har därmed varit med om både upp och nedgångar inom olika marknader. Min bedömning är att vi närmar oss en ny härdsmälta på de ekonomiska marknaderna och vill därför med denna blogg dela med mig av min erfarenhet.

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