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09/23/19 – Suzanne Woolley: The World’s Wealthiest Families Are Stockpiling Cash as Recession Fears Grow

Rick Stone, a former partner at Cadwalader, Wickersham & Taft, sees treacherous times ahead for family offices trying to deploy cash. The head of Stone Family Office said he doubts the bond market will provide any real return over the next decade, that equity markets will suffer a substantial drop and then be flat, and that too much venture capital and private equity money will continue to chase too few opportunities. Read More.

09/23/19 Lance Roberts: The Disconnect Between The Markets & Economy Has Grown

A couple of years ago, I wrote an article discussing the disconnect between the markets and the economy. At that time, the Fed was early into their rate hiking campaign. Talks of tax cuts from a newly elected President filled headlines, corporate earnings were growing, and there was a slew of fiscal stimulus from the Government to deal with the effects of 3-major hurricanes and 2-devastating wildfires. Now, the Fed is cutting rates, so it is time to revisit that analysis. Read More.

09/16/19 – Danielle Park:Bear Markets are Necessary and Inevitable, Use Them Wisely

Financial markets experience loss cycles of more than 20% routinely, but it’s not inevitable that individuals do the same. Effective financial management has rule sets to help anticipate down cycles and positions to benefit from them. Most participants have no plan or strategy to do so, however, because mainstream theories, products and approaches are long-only. And yet, avoiding losses and buying assets cheap are the most defining imperatives of investment results over an individual’s life cycle. Read More.

09/06/19 – Elena Popina: A Year After Armageddon, Stock Traders Stare Into a Familiar Abyss

(Bloomberg) — Nobody knew it then, but this time last year, the rallying U.S. stock market was about to begin a plunge that would erase $5 trillion from share values and convince a lot of people a recession was at hand. Then, as now, a trade war was raging, earnings in doubt and manufacturing losing steam. In the stock market, swings were getting violent — even as the S&P 500 was pulling itself over 2,900 and flirting with an all-time high. Fast-forward to today, and the picture bears an eerie similarity. Read More.

09/03/19 – Tyler Durden The Last Time SocGen’s Newsflow Indicator Was Here, The Market Was About To Crash

With the drumbeat of a looming recession growing louder by the day – whether due to ongoing trade war or the late-cycle slowdown which finally pushed the all-important US mfg ISM into contraction today – and prompting banks such as UBS to drastically slash their GDP forecast to a whisker above recession in H1 2020, it’s just a matter of time before the chorus turns universally pessimistic. Read More.

09/02/19 – Michael Snyder: 28 Signs Of Economic Doom As The Pivotal Month Of September Begins

Since the end of the last recession, the outlook for the U.S. economy has never been as dire as it is right now. Everywhere you look, economic red flags are popping up, and the mainstream media is suddenly full of stories about “the coming recession”. After several years of relative economic stability, things appear to be changing dramatically for the U.S. economy and the global economy as a whole. Read More.

09/01/19 – Michael Snyder: If The Debt Machine Was Turned Off, The U.S. Would Immediately Plunge Into A Horrifying Depression

A new study has discovered that we are far more dependent on America’s great debt creation machine than most of us would have ever dared to imagine. Today, debt is involved in most of our major transactions. In order to purchase a home, most of us go into debt. The same thing is true when most of us buy a vehicle. Total credit card debt is well over a trillion dollars, and total student loan debt is now over a trillion and a half dollars.Read More.

08/28/19 – Michael Lebowitz: The Mechanics of Absurdity

Over the past few decades, the central banks, including the Federal Reserve (Fed), have relied increasingly on interest rates to help modify economic growth. Interest rate management is their tool of choice because it can be effective and because central banks regulate the supply of money, which directly effects the cost to borrow it. Lower interest rates incentivize borrowers to take on debt and consume while dis-incentivizing savings. Read More.