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This Is What A Pre-Crash Market Looks Like

The only other times in our history when stock prices have been this high relative to earnings, a horrifying stock market crash has always followed.  Will things be different for us this time?  We shall see, but without a doubt this is what a pre-crash market looks like.  This current bubble has been based on irrational euphoria that has been fueled by relentless central bank intervention, but now global central banks are removing the artificial life support in unison.  Meanwhile, the real economy continues to stumble along very unevenly.  This is the longest that the U.S. has ever gone without […]

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The Stock Market Has Gone Up More Than 5 Trillion Dollars Since Donald Trump Was Elected

One year ago we witnessed the greatest miracle in political history, and since that time we have also witnessed one of the greatest miracles in financial history.  On November 8th, 2016 the Dow closed at 18,332.74. On Wednesday, it closed at 23,563.36.  U.S. stocks have increased in value by about 5.4 trillion dollars since Donald Trump was elected, and I don’t think that we have seen anything quite like this ever before.  So does Donald Trump deserve the credit for this unprecedented stock market run?  Many experts are at least giving him part of the credit… Greg Valliere, chief global […]

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THE U.S. STOCK MARKET: Highly Inflated Bubble To Super-Charged Tulip Mania

Investors need to be concerned that the U.S. Stock Market is well beyond bubble territory as it has now entered into the final stage of a Super-Charged Tulip Mania. Not only are stock prices inflated well above anything we have ever seen before, but valuations are also reaching heights that are totally unsustainable. Unfortunately, these highly inflated share prices and insane valuations seem normal to investors who are suffering from brain damage as years of mainstream propaganda have turned the soft tissue in their skulls to mush. Also, we are way beyond “Boiling Frogs” now. Yes, we passed that stage […]

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Significant Developments in Precious Metals Market

As the U.S. Stock Market Bubble continues upward toward a giant pin, there are some interesting developments that precious metals investors will find quite interesting. Yes, there’s still a lot of life left in the precious metals, even though pessimistic market sentiment has frustrated a lot of gold and silver investors. Also, even though precious metals investment demand in the U.S. has fallen 40+% compared to the same time last year, it continues to be strong in other parts of the world. For example, German physical gold bar and coin demand increased 8% in the first half of 2017 versus […]

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Should You Be In Or Out of This Market?

I have a lot of empathy for investors these days. It feels like we’re in one of those “damned if you do, damned if you don’t” sort of situations. Stock valuations are high after eight years of bullish trends. But bonds yield next to nothing. And many would argue that the geopolitical climate has never been more fragile and unsettled. The action-oriented question all investors are struggling with is: How do we make money, today, while also guarding against an ever-uncertain tomorrow? My answer to that isn’t sexy. But it IS actionable. You see, successful investing requires a healthy balance […]

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The Market is Irrational, and I’m OK With That

John Maynard Keynes is widely considered one of the most influential economists of the 20th century and the founder of modern macroeconomics theory – but I don’t agree with a lot of his body of work. After all, virtually every government in the world uses Keynes’ theories to justify perpetual budget deficits in the name of fiscal stimulus. (I suppose in Keynes’ defense, he also advocated that governments run budget surpluses when the economy is strong so as to balance the budget over a full economic cycle. Someone might need to remind Congress of that…) But while I have my […]

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Samurai, Livermore, and Market Timeframes (Daily Speculations)

Daily Speculations are just a post for me (Alex) to share some quick thoughts on charts/trades I’m looking at, books and articles I find interesting, or maybe just some photos of my dog Mars. As the name states, I’ll be sharing something daily but some days I won’t because I’m lazy. Here’s an excerpt from one of one of the weekly market Briefs I write each week for members of the Collective. I wrote this one last year some time. It’s about Samurais, Livermore and market timing, obviously.  Enjoy. There is timing in the whole life of the warrior, in […]

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Remember This Friday The 13th – Americans Are More Optimistic About The Stock Market Than They Have Ever Been Before

Happy days are here again for the U.S. economy – at least temporarily.  On Friday, U.S. stocks hit another brand new record high.  It seems like we are saying that almost every day lately, and most investors are absolutely thrilled by this seemingly endless surge.  Global stocks are surging too – today world stocks hit a new record high for the 4th consecutive day in a row.  But of course it isn’t just stock prices that are rising.  As the week ended, pretty much everything was up, and we also got some good news about consumer sentiment.  According to the […]

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Chinese Gold Lease Market And Chinese Commodity Financing Deals Explained

BullionStar This post is part of the Chinese Gold Market essentials series. Click here to go to an overview of all Chinese Gold Market Essentials for a comprehensive understanding the largest physical gold market globally. The main arguments presented by Western consultancy firms, such as GFMS and the World Gold Council (WGC), to explain the difference between SGE withdrawals and Chinese consumer gold demand relate to Chinese Commodity Financing Deals (CCFDs). However, this analysis is incorrect as I will demonstrate in this post. CCFDs are used by Chinese speculators to acquire cheap funds using commodities as collateral. When it comes to using gold as collateral for CCFDs there […]

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U.S. Mint Sales Dive As Buyers Exploit Secondary Market

The U.S. Mint is on track for the lowest sales of American Eagle coins in almost a decade. The 2008 financial crisis began a historic ramp up in sales that lasted for years. 20,583,000 silver American Eagles sold that year, more than double the 2007 total of 9,028,036 coins. Silver Eagles now as low as$ 2.51 over spot! In all but one year thereafter the Mint set a new record. Sales peaked in 2015 at 47,000,000 Silver Eagle coins – 5 times the number sold before the world discovered just how rickety the global financial system actually is. Memories are […]

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