Search Results for: The Clash of Generations

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

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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

Posted in Politics, Uncategorized | Tagged , , | 4 Comments

Sovereign Debt and Geriatric Deadbeats

In the spirit of our earlier post, The Clash of Generations, we point you to an interesting piece, Geiatric Deadbeats, written by Ali Alichi of the International Monetary Fund (IMF).   He argues the age of a country’s population is inversely … Continue reading

Posted in Black Swan Watch, Demographics, PIIGS, Sovereign Debt, Sovereign Risk, State and Local Government | Tagged , , , , , | 4 Comments

Meine Fox News: Senicide, The Final Solution?

Good, God! We have been writing for ten years about the coming “Clash of Generations” but we never, ever, in our wildest imagination believed it would result in an “elderly are expendable” vibe.  Senicide.  The word “senicide” — meaning the … Continue reading

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Curse Of The Magazine Cover Strikes Again!

Wow, the Economist had almost perfect timing. After publishing the following cover on Thursday, the Nasdaq 100 is down 7 percent in two days.   Regression To The Mean So, is there anything to the Magazine Cover Jinx?    We … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 1 Comment

When 50 Percent Of U.S. Households Were Insolvent

Not that long ago, by the way. My good friend, David Jones, sent over some new data this past weekend.  We have been busy. Our First Take Not a lot of prose tonight as we will let the data and … Continue reading

Posted in China, Economics, Policy, Politics, Uncategorized | Tagged , , , | 1 Comment

Week In Review – February 8

Summary The S&P kissed its 200-day then reversed bringing most risk markets down with it. Now, analysts are “retrofitting” their fundamental view to downside price action.   Nice skate save on Friday Go no further than local bond markets to confirm … Continue reading

Posted in Uncategorized, Week in Review | Tagged | 2 Comments

The S&P’s Moment Of Truth

Can it really be this easy?  Another Bull Trap With A Doji On Top? If this bear market repeats or even rhymes with its recent history, here is the scenario: Wednesday:  The S&P500 trades through its 200-day moving average and … Continue reading

Posted in Trades, Uncategorized | Tagged , , , | 15 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

Posted in Politics, Uncategorized | Tagged , , | 6 Comments

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 , , | 40 Comments