Search Results for: Clash of Generations

Heeee’s Back…Karl, Is That You?

In case you missed it, or don’t read the Drudge Report,  here is the current banner headline: Should we?  Ah, uh, well…we can’t help ourselves:   YOU HEARD IT HERE FIRST! In February 2018, we looked at the data of the political … Continue reading

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The Politics of Semantics

Are you surprised in our “post-truth” world the 2020 Presidential election is going to be framed by one word,  “Socialism?” What exactly is socialism? Bernie Sanders likes to call himself a democratic socialist but immediately identifies with the Scandinavian countries, … Continue reading

Posted in Politics, Uncategorized | Tagged , | 4 Comments

The Coming Political Earthquake(s)

Nation [ethnic groups] will rise against nation [ethnic groups], and kingdom against kingdom. There will be great earthquakes, famines and pestilences in various places, and fearful events and great signs from heaven.  – Jesus of Nazareth OK,  folks, we will lay … Continue reading

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The Coming “Socialist Wave” – NRA

You heard it here first, comrades! On Tuesday night we posted, Karl, The Comeback Kid? We intended to point out  what may be coming over the next decade as job-destroying automation through artificial intelligence and robotics accelerates and drives the … Continue reading

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Karl, The Comeback Kid?

Why do we think the world is about to see the resurrection of the “comrade culture club” over the next ten years? Make no mistake; there will be a visceral political reaction to the coming acceleration of  labor disrupting technology.  … Continue reading

Posted in Economics, Politics, Uncategorized | Tagged , , | 39 Comments

The Sermon On The Mount[ain Of Debt]

“Blessed are the young, for they shall inherit the national debt.” – President Herbert Hoover The Hoover administration thought there was no room and was ideologically opposed to fiscal expansion to stimulate aggregate demand.  Furthermore, Keynesian theory was not even … Continue reading

Posted in Debt, Demographics, Uncategorized | Tagged , | 17 Comments

Asset Markets, The Sports Illustrated Jinx, And The Dodgers

Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 23 Comments

The Gold-Bond Correlation And Other Macro Observations

We have posted several pieces over this year noting the high correlation of gold and 10-year bond futures. See here, here and here. Here is how the gold ETF (GLD) and the Treasury ETF (TLT) have moved together over various … Continue reading

Posted in Bonds, Gold, Monetary Policy, Uncategorized | Tagged , , , | 10 Comments

The New “Supply-Side Economics” Fueling Asset Bubbles

No, we are not talking about President Reagan’s supply-side economics — policies to increase productivity with the goal of increasing long-term aggregate supply or output while simultaneously reducing inflation. We now have a new kind of supply-side economics, just the … Continue reading

Posted in Uncategorized | 53 Comments

Real Pain in Spain

Youth unemployment (<25 years) running at 50 percent!   The stuff the “clash of generations” is made of.  It’s starting to feel the world is about three sparks away. (click here if video is observable)

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Fiscal Policy, PIIGS | Tagged , , , , | Leave a comment