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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.

Oron för Brexit ökar

Publicerad 2016-05-31 17:04:49 i Ekonomi,

As Bloomberg reports, investors are now paying a record premium to hedge against the pound’s fluctuations over the next month as risks surrounding the U.K. referendum on European Union membership persist.Sterling’s one-month implied volatility versus the dollar has surged to 7.83 percentage points relative to historical swings, from 2.56 yesterday.

And today's Brexit-favoring polls...

  • Phone poll on U.K. referendum on EU shows 45% leave, 42% remain and 13% undecided, according to ICM poll released by Guardian on its website.
  • Online survey shows 47% leave, 44% remain, 9% undecided

 

Confirm what bookies had signalled - Ladbrokes noted a huge increase in the proportion of money being bet on Brexit...

Kan FED höja räntan med sämre ekonomiska utsikter och lägre företagsvinster

Publicerad 2016-05-31 16:42:00 i Ekonomi,

Consumer Confidence plunged to 92.6 (missing expectations of 96.1 by the most since November). May's dismal print (a 3 sigma miss) is below the lowest of 68 economist estimates as expectations slipped modestly but Present Situation tumbled with optimism on jobs sliding to 6-month lows.

Finally, government confidence data declines to other survey's realities...

 

Having wavered around the magical '50' level for much of the last year, bouncing off December plunge lows, Chicago PMI printed below expectations of 50.5 at a contractionary 49.3 - the 6th month of contraction in the last 12 months. With weakness in new orders (lowest since Dec 2015) and production (both back into contraction), MNI notes that on the heels of April's decline, the latest results show activity stumbling in the second quarter, following only moderate growth in Q1.

The 8th month of contraction in th elast 14..

 

This is the 17th month in a row of contraction for Dallas Fed's manufacturing survey as the headline print plunged to -20.8 from -13.9 (missing expectations of a hopeful bounce to -8.0 by 6 standard deviations). Despite the unequivocally good rebound in oil prices, sentiment in Dallas remains dismal with new orders crashing as even 'hope' has now given way to realism as the 6-month outlook tumbles back into negative territory.

 

Lyssna på Max Keiser

Publicerad 2016-05-31 09:42:20 i Ekonomi,

We discuss the declaration of fracking war in North Yorkshire and yet without a prime minister vowing the defend the island, no matter the cost. In the second half Max interviews financial analyst, Rick Ackerman, about bonds, gold and pensions.

 

 





SP-500 handlas på höga värderingar med rekord värdering för price/sales och 50 dagars korsar 100 dagars vilket kan innebära att vi är mycket nära en större sättning

Publicerad 2016-05-30 18:06:00 i Ekonomi,

SPX 100
 
price to sales
 

According to Financial Times:

"...Equity funds suffered their seventh consecutive week of outflows, shedding another $9.2bn for the week ending May 25, taking their total outflows for the year above $100bn, according to data from EPFR."

It isn't just the "smart money" selling,  retail investors are too.

Via Bank of America:

"Equities continued to experience outflows and lost $3.32bn (-0.1%) last week, their 4th consecutive decline. Year-to-date, equity funds have lost $58.6bn (-0.6%), the largest ever dollar outflow in any 22 week period for the asset class."

Via Bloomberg:

"After snapping up trillions of dollars of their own stock in a five-year shopping binge that dwarfed every other buyer, U.S. companies from Apple Inc. to IBM Corp. just put on the brakes.

Announced repurchases dropped 38 percent to $244 billion in the last four months, the biggest decline since 2009, data compiled by Birinyi Associates and Bloomberg show."

 

Bilförsäljningen har varit framgångsrik i USA sedan 2009 men med lånade pengar och sämre säkerheter. Börsvärderingen är samtidigt på extremt höga nivåer

Publicerad 2016-05-30 09:04:57 i Ekonomi,

Auto Loans
 

Ever since the supposed economic turnaround, the amount of outstanding auto loans has increased dramatically from less that $700 billion in 2010 to over $1 trillion in the fourth quarter of 2015.  According to Wolf Richter, quoted in the article:

“Deep-subprime borrowers are high-risk. Typically they have credit scores below 550. To make it worth everyone’s while, they get stuffed into loans often with interest rates above 20%. To make payments even remotely possible at these rates, terms are often stretched to 84 months. Borrowers are typically upside down in their vehicle: the negative equity of their trade-in, along with title, taxes, and license fees, and a hefty dealer profit are rolled into the loan. When the lender repossesses the vehicle, losses add up in a hurry.

When I was younger, the longest automobile loan an individual could get was 48 months.  However, you were considered to be a REAL LOSER if you had to finance an automobile that long.  Now, 84 months is becoming the norm....LOL.

This is just one factor that shows just how weak the economy has become if Americans have to finance a car for seven years.

Here is another chart from the article linked above.  It shows just how inflated the S&P 500 index has become:

SP500

Vänder guldet här Commercials köper nu tillbaka sina kortningar i guldet.

Publicerad 2016-05-29 21:29:25 i Ekonomi,

Gold_Daily_5.27.2016
 

The heavy liquidation we have witnessed in the last couple of weeks likely means that gold will require some time to repair itself and put a sustainable bottom in place. Below $1206 the next significant areas of support are ~$1190 followed by $1175-$1180.

In addition, June/July are seasonally weak months for gold historically. Precious metals investors/traders should prepare for a messy summer trading range before a bottom is put in place by mid-August; while I see a low probability of downside below $1175, I view $1306 as a level that won’t be surpassed for several months.

This week subscribers in the Trading Lab over at CEO.CA were able to catch a large chunk of the Wednesday/Thursday bounce in GDX and completely avoid today’s downside. I expect the summer trading range to continue to offer ample opportunities for nimble traders. To subscribe to the CEO Technician Premium Service click on the button below:

Gold_CoT_5.27.2016

Lyssna på SGTReport

Publicerad 2016-05-19 20:52:00 i Ekonomi,

Brother John from BrotherJohnf.com is back to break down the latest news from the Comex – and from the SGE where China appears to be stacking physical gold like its fire wood and a very cold winter is on the way. What role will China play in the coming “world currency” that the 1988 Economist magazine predicted would be here by 2018? What role will the Dollar play, if any? And is there any gold in Fort Knox at all with which the United States could even play a role in a global currency? We cover this and more as we document the collapse for the third week of May, 2016.

 

Fortsatt utflöden från aktiemarknaden

Publicerad 2016-05-18 20:41:55 i Ekonomi,

saupload 1nfE2QPNn Fuo7dP7EHHHZ2xMM00xb6q4yK3RJjnA1wa85eLVp97yV-F0UiT7uUex Bg wRiOcx4KTnEC 4jFs9Tb6oiKq-vvgOMRSgyNPUUUMf OJ-25UUroXMVxfPmCn9WL4YQ
Smart money is the first and fastest to flee markets in adverse conditions. It's pulling out from the equity market in general & increased capital flows to safe places suggest a risk-off sentiment taking hold. 

Alan Greenspan vågar säga sanningen

Publicerad 2016-05-17 15:02:33 i Ekonomi,

Gold is Your Protector

"Deficit spending is simply a scheme for the 'hidden' confiscation of wealth. Gold stands in the way of this insidious process. It stands as a protector of property rights."

Alan Greenspan
 

Vinsterna i USA fortsätter att sjunka

Publicerad 2016-05-16 09:38:51 i Ekonomi,

The first quarter earnings season is almost over (91% of companies have reported) and the results, while not quite as dire as forecast just over a month ago, still led to the worst quarterly report since the financial crisis, mostly due to a widely expected collapse in energy revenues and earnings, however the big surprise was the disappointing misses in numerous consumer and retail stocks, the result of which was a plunge in the retail index...

... even though on Friday the US government reported that April retail sales that were supposedly the strongest in 13 months. The government data was so "good" in fact that even establishment economists such as Stephanie Pomboy of Macromavens did what we have repeatedly done in the past few months when she accused the government of fabricating the reported number by using a major seasonal adjustment gimmick.

Guldbolagen är extremt billiga i förhållande till produkten de producerar med stabilt eller stigande guldpriser är potentialen i dessa bolag enorm

Publicerad 2016-05-16 09:24:16 i Ekonomi,

King World News:  There has been a great deal of worry about the recent and rapid advance in the gold and silver mining shares.  This is why it’s so important to take a step back and look at the big picture. Below KWN readers around the world can see a 32-year chart of the XAU (mining share index) vs Gold ratio.

32-Year XAU vs Gold Ratio

KWN I 5:12:2016

Lyssna på David Morgan

Publicerad 2016-05-16 09:19:56 i Ekonomi,


Clif High’s web bot project has been long been predicting that silver and gold will skyrocket higher as the US Dollar loses its dominion as the world’s reserve currency. And as the once formidable Dollar ultimately begins to hyperinflate as nations lose all confidence in the Federal Reserve Note, the web bots predict triple digit silver prices and eventually even a 1 to 1 silver to gold ratio in coming years. Will it really happen? No one can say with certainty, but there are very concrete signs that the cracks in the western banking system and fiat Dollar are about to turn into gaping fissures. Meanwhile, China is hoarding PHYSICAL silver at the Shanghai Gold Exchange and openly encouraging Chinese citizens to acquire physical silver and gold as a way to protect their wealth. It’s a paradigm shift of epic proportion, away from paper Dollars and into PHYSICAL metal. David Morgan from The Morgan Report is here to discuss it all. Thanks for tuning in.

Lyssna på SGTREPORT

Publicerad 2016-05-16 09:13:24 i Ekonomi,

Silver mining veteran Joseph Grosso, the CEO & President of Golden Arrow Resources joins me to talk about the state of the precious metals mining market, the proven paper manipulation of gold and silver and the exciting opportunities in Argentina with Golden Arrow Resource’s Chinchillas silver mining project which boasts at least 242 millions ounces of physical silver in ground. During the gold and silver bull market of the 70’s, generational wealth was made through precious metals mining stocks, and for smart money, it looks like it’s about to happen again.

 

Lyssna på Guerilla Economist när han gästar Greg Hunter

Publicerad 2016-05-16 09:09:00 i Ekonomi,

“V” the “Guerilla Economist” fears another global financial collapse “every day and every night.” “V” explains, “Economically speaking . . . What I see is it’s not one event. There are multiple triggers everywhere.  If Deutsche Bank goes belly up tonight . . . that could send a cascade of bank failures throughout the euro zone, which will blow back right here through London to New York, and we will be in the absolute crap storm.  We will be in the middle of it. 

I USA läggs mer och mer varor på den osålda hyllan samtidigt som försäljningen sjunker och FEDs LMCI visar negativa jobb siffror. Finns det någon tvivel om att ekonomin är på väg åt fel håll och nästa steg är Q4, NIRP eller helikopter pengar. Möjligen en kombination.

Publicerad 2016-05-12 10:02:00 i Ekonomi,

US-Inventory-Sales-ratio-2008-2016-02
 
US-jobs-v-business-sales-2006=2016-03
The Labor Market Conditions Index (LMCI) is a relatively recent indicator developed by Federal Reserve economists to assess changes in the labor market conditions. It is a dynamic factor model of labor market indicators, essentially a diffusion index subject to extensive revisions based on nineteen underlying indicators in nine broad categories (see the table at the bottom for details).
Labor Market Conditions Index
 
 

There’s no way the global economy will ever close this gap. But that won’t stop governments from trying to pay their debts by printing more money. This will only destroy the value of paper currencies. Meanwhile, the price of gold, which is real money that cannot be created from thin air, will soar.

JP Morgan har nu bytt fot och är positiva till guldet

Publicerad 2016-05-12 09:39:47 i Ekonomi,

"We're recommending our clients to position for a new and very long bull market for gold," JPMorgan Private Bank's Solita Marcelli said Tuesday on CNBC's "Futures Now." After seeing three back-to-back years of losses, the precious metal has rallied 20 percent in 2016. And that's just the start of the next leg higher, according to Marcelli. "$1,400 is very much in the cards this year." 
© Leonhard Foeger

Danmark har haft negativ ränta i ca 4 år och inflationen har fortsatt nedåt. Varför tror då andra länder att det skall fungera.

Publicerad 2016-05-11 10:04:51 i Ekonomi,

 
Einstein's defintion of insanity was "doing the same thing over and over again and expecting a different outcome." It appears, judging by the world's central bankers' utter failure to ignite anything but speculative bubbles in risk assets they are all insane and, while the phenomenon of negative rates is relatively new in Europe and Japan (in other words they can decalre it too soon to judge), it has been four years since Denmark went full NIRP-tard, and inflation has done nothing but collapse.
 
 

Har affärsbankernas lönsamma affärsidé med att korta guldet och sedan trycka ned priset kommit till ett slut. Trots rekord stora kortningar lyckas man inte utan kortningarna ökar för varje vecka. Spännande den dagen då dom måste täcka in sig och det är ont om säljare

Publicerad 2016-05-11 09:48:38 i Ekonomi,

For the gold miners, we are now in month four of the advance of the Jan. 19 low and for those out there trying to time the correction, nothing has yet worked that had been working before. The COT worked beautifully in October with the Commercials short 166,000 followed by a $150 drop; we got to 171,431 back in on March 1 with gold at $1,230 followed by a $76 ADVANCE and a 123,470 INCREASE in commercial shorts—so the COT hasn't worked. RSI has been as high as 86.75 on Feb. 11 with gold at $1,245; it dropped under 50 briefly on a move to $1,210 and has since not made it back to 70 despite a move in price to $1,306, so RSI hasn't worked. MACD has had one negative crossover and two near misses since February while the Histograms have gone from plus to minus to plus with the worst print in since February at $1,210. Bullish percentage has an 83 print and is the highest BPI for gold miners since the top in August 2011. Nothing in the annals of technical analysis has worked for one simple reason: We are in a BULL MARKET.

Commercial gold hedgers turn up the heat - Gold - Spot Price Graph

Commercial gold hedgers turn up the heat - Gold COT Report - Futures - table2

Bank Of Americas kunder fortsätter att netto sälja aktier

Publicerad 2016-05-10 15:41:35 i Ekonomi,

Last week, during which the S&P 500 fell 0.4%, BofAML clients were net sellers of US stocks for the 15th week, in the amount of $1.3bnThis has been the longest uninterrupted selling streak in our data history (since ’08)—previously the longest streak (in late ’10) was 12 weeks.

Lyssna på SGTREPORT

Publicerad 2016-05-10 13:24:02 i Ekonomi,


Marco Saba, the President of the Italian Institute of Superior Studies on Economic & Monetary Sovereignty, joins me to discuss the LIE that the international criminal banks are insolvent — it’s all part of the Rothschild money creation trick to ensnare and enslave the world. Marco asks, “How can a bank that is allowed to create money out of thin air ever be insolvent?” The secret of how money is created needs to be revealed to all of the people on earth. The power of money creation has made the Banksters more powerful than any nation, in fact the international Banksters which comprise the IMF, BIS and central banks like the Federal Reserve are the shadow government which control nation sates all over the globe.


Några charts från den kända Stan Druckenmiller där det framkommer att vi är nära slutet för detta monetära system och att man skall ha guld o silver

Publicerad 2016-05-10 12:38:00 i Ekonomi,

Several days ago, hedge fund legend Stan Druckenmiller spoke at the Sohn Conference delivering what may have been his most bearish fire and brimstone sermon yet, and in fact according to some buysiders who were present, its somber mood and lack of faux optimism was downright apocalyptic. And how can it not be when Druckenmiller said that while the Fed and policymakers have no endgame, markets do - hinting that one is rapidly approaching - and suggested that everyone should liquidate their equity holdings and buy a certain 5000 year old shiny asset, which as we reported earlier this week [14], is Druckenmiller's "largest currency allocation."

And just so everyone can appreciate what is keeping up at night one of the most illustrious investing minds of any generation (with a 30% average return from 1986 through 2010) below we repost his entire presentation delivered at the May 4 Sohn Conference, titled appropriately enough...

 

Dåliga trading siffror från Kina fick kinesiska börsen på fall med nästan 3%. Europa verkar dock tycka att det var positivt och kör upp kurserna rejält

Publicerad 2016-05-09 13:59:34 i Ekonomi,

Exports fell 1.8% from a year earlier, following a strong 11.5% rebound in March (mostly due to last year's base effect), the General Administration of Customs said on Sunday, supporting the government's concerns that the foreign trade environment will be challenging in 2016. April imports tumbled 10.9% from a year earlier after a 7.6% drop last month and falling for the 18th consecutive month,driven by weaker processing trade, confirmg domestic demand remains weak despite a pickup in infrastructure spending and record credit growth in the first quarter.

ECB har nu bestämt sig för att inte trycka nya Euro 500 vilket skyndar på processen mot det kontant fria samhället. Har man minus ränta och Bail In pengar så måste pengarna stanna i bankerna digitala värld. Guldet blir snart det ända alternativet

Publicerad 2016-05-06 12:16:23 i Ekonomi,

Well, it finally happened.

After months of innuendo, the European Central Bank (ECB) announced last night once and for all that they will no longer produce the 500 euro note.

The 500 euro note is the highest denomination of physical currency in the euro zone, and they’ve been talking about phasing it out for quite some time.

(The next highest is the 200 euro note, then 100. These will still be produced… for now.)

Of course, according to their reasoning, only bad people who engage in criminal activity, tax evasion, and terror financing use 500 euro notes.

All of us law-abiding little people have no need for such high denomination cash.

That’s a very convenient view for the ECB to take given that they’ve led the crusade to make interest rates negative.

500-euro-elimination

Lyssna på Larry Nichols när han gästar Greg Hunter

Publicerad 2016-05-06 12:00:00 i Ekonomi,

 

Silent Coup Beginning to Overtake America Now-Larry Nichols

Former Clinton insider Larry Nichols has worked with, and now against, the Clintons. Nichols has some of the top political and financial connections on the planet.  Nichols hopes the public is finally realizing the enormous power struggle going on.  Nichols explains, “There is no two-party system in the United States of America.  Let’s get that straight.  There is no two-party system, there is one.  Part of it is a red team and part of it is a blue team.   You think you have a choice, but as you know you only have a choice between the two they give you to vote for, but here comes Trump.  Trump doesn’t need their money . . . he will bust up the system, and he will not only bust up the system for the Republican Party, but he will bust up the system (for both parties).  So, there are many establishment Republicans that have said they would rather vote for Hillary than Trump. . . . They must maintain status quo of the system for these power elite people to stay where they want to be.”

Bank Of Americas kunder fortsätter att netto sälja aktier.

Publicerad 2016-05-04 11:26:13 i Ekonomi,


 

"Last week, during which the S&P 500 fell 1.3% in its biggest weekly decline since early Feb., BofAML clients were net sellers of US equities for the 14th consecutive week, in the amount of $2.8bn. As we noted last week, this has been the longest uninterrupted selling streak in our data history (since ‘08)—previously the longest streak was 12 weeks (in late ‘10)."

 

Positiva signaler för silvret

Publicerad 2016-05-03 10:34:51 i Ekonomi,

Analyst David P. out of Europe:  “Finally, some extremely good news for silver investors. The MACD-indicator on the silver chart has recently turned to a buy signal for the first time since late 2011 (see 28-year chart below):

MACD Turns Bullish On Silver For The First Time Since 2011!

 KWN David P. I 5:3:2016

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Roger Lundberg

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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