Category Archives: Black Swan Watch

China Real Estate Prices Fall in November

(click here if video is not observable)

Posted in Black Swan Watch, China | Tagged , , | 1 Comment

Spain’s PM Rajoy names insiders in new cabinet Euronews

(click here if video is not observable)

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Spain’s New P.M. Unveils Austerity Measures

(click here if video is not observable)

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The 2012 Blind Side: China’s Housing Bust

As the world’s attention focuses on the death of Kim Jong Il and shorts keep piling up in the Euro,  China’s real estate bubble appears to have finally burst.   This is the one macro swan that could really smack developed … Continue reading

Posted in Black Swan Watch, China | Tagged | 2 Comments

Week in Review: Will Santa Keep Stocks on the Naughty List?

In a low volume market with almost no liquidity anything can happen.  In the past few days there have been sellers of the S&P500 at the 50-day moving average, however,  and the market will need a catalyst to bust it … Continue reading

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European Bank Recapitalization

                                                                     Source:   Der Spiegel (click here if chart is not observable)

Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk | Tagged , , | 3 Comments

China’s Wukan Protests: This Time is Different

As the world prepares to ring in the New Year, we read the headlines and watch the news and the words of W.B. Yeats keep ringing louder in our ear, Things fall apart; the centre cannot hold; Mere anarchy is … Continue reading

Posted in Black Swan Watch, China | Tagged , | 7 Comments

Bubble Trouble in the U.S. Heartland?

The “smart money” has been buying up farmland hand over fist for the past few years and you can see how they helped drive up land prices in the U.S. heartland.   Some think this is the place to be if … Continue reading

Posted in Black Swan Watch, Commodities | Tagged , | 1 Comment

Gold and Commodities Slammed

Gold and other commodities got hammered.  It hasn’t been two weeks since we thought gold could move to new highs on the back of the announcement of coordinated global central bank support for Europe, which we believed would be followed … Continue reading

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China’s Deflating and ‘Eerily Similar’ Housing Bubble

Wow!  Check out this. In January we compared the U.S. and China stimulus, In the U.S., the central bank printed and created money through the expansion of its balance sheet.  In China, the government pressured the  banks to create money … Continue reading

Posted in Black Swan Watch, China, Commodities, Credit, Sovereign Debt, Sovereign Risk | Tagged | 2 Comments