Articles related to TBTF
Alasdair Macleod - Finance and Eco.
Outlook for the dollar price of gold
Now that gold has become overbought on Comex, the price is vulnerable to being trashed, yet again, by the too-big-to-fail banks. It is a familiar operation in gold futures markets, where speculators buying contracts protect themselves with stop-losses.All the TBTF banks need is a pause in the speculator’s buying and a little good news (bad for gold). Ideally, the active contract will be running into maturity, so the speculators are forced to put up or shut up: in other words, sell the contract,
Friday, September 15, 2017
Jason Hamlin - Gold Stock Bull
Bank Runs are Inevitable – How to Protect Your Assets
I haven’t thought much about bank runs in recent years. The Federal Reserve came to the rescue during the 2008 financial crisis and restored confidence in the markets. Stock valuations have soared to all-time highs, nearly quadrupling from the bottom in early 2009. Home price is many regions have doubled or tripled and investor sentiment is as bullish as can be. Market participants are essentially pricing zero of another stock market or housing market crash. It is only around the holidays, when
Monday, July 31, 2017
James Howard Kunstler
A Monster Eating the Nation
Is there any question now that the Deep State is preparing to expel President Donald Trump from the body politic like a necrotic organ? The Golden Golem of Greatness has floundered pretty badly on the job, it’s true, but his mighty adversaries in the highly politicized federal agencies want him to fail sp
Wednesday, May 24, 2017
Jesse - Le Cafe Américain
Stocks and Precious Metals Charts -
Another 'risk on' day after the French have seemingly chosen a populist neo-liberal businessman with little policy experience for their front runner. And our own US version of this new breed, with considerably more panache, has signaled as intention to cut the US corporate tax rate to 15%. If that 15% was like an Alternative Minimum Tax for corporations it might be a good idea, since so many of the big multinational corporations game the system and pay little to nothing in taxes almost every
Wednesday, April 26, 2017
Jeffrey Lewis
Why the Big Silver Short
The key to understanding where silver prices come from is the COMEX futures market.It is undisputed that the 4 and 8 largest traders hold a massive paper silver short relative to all other commodities in it’s class.And it’s obvious that they are not legitimate producers or users… (It is also worth mentioning that despite some of these shorts being held on behalf of a diversity of clients, the fact remains that the positions they control (as a whole) are manipulative based on concentration alone)
Friday, September 2, 2016
Andy Hoffman - Miles Franklin
Trump, Clinton And Precious Metals
This weekend couldn’t come soon enough – as since Shinzo Abe proposed a $100 billion “helicopter money” scheme two weeks ago (after $10 trillion of similar QE programs miserably failed), Precious Metals have been under maddening (even for me), unrelenting pressure, every second of every day. As I wrote yesterday, it can be argued that such action was influenced by the yen/dollar exchange rate’s (government-orchestrated) rise.  And yes, such algorithms do exist, to try to influence HFT trading ac
Saturday, July 23, 2016
Andy Hoffman - Miles Franklin
  Communism, The Ultimate End Game 
Sadly, it couldn’t be more obvious where things are going, both in the short- and intermediate-term.  As I sit here early Monday morning, reading reports of a recessionary cliff-dive of Japanese PMI, exports, and imports – whilst, LOL, the Yen ominously surges; as well, reports of plummeting Chinese credit creation; and the lowest European PMI reading in 16 months; I can’t help considering how close we are to a total loss of the “powers that be’s” control over financial markets. Also in the news
Wednesday, May 25, 2016
Jason Hamlin - Gold Stock Bull
The April Emergency The Fed Doesn’t Want You To Know About
Mike Maloney believes there is much more to the recent meetings between FED Chair Yellen and President Obama than the media is leading us to believe. There is something going on that ranges from very ominous to very scary. The meeting yesterday was covered by the media with nearly identical fluff pieces with no substance about the meeting.The meeting took place on Monday, April 11th and 11am. The White House simply released a one-page press release about the meeting and the economic topics they
Wednesday, April 13, 2016
Andy Hoffman - Miles Franklin
Admiral Sprott Rides Again!
It’s early Monday morning, and I have LOTS to speak about.  However, I could not forsake my spiritual side if I ignored yesterday’s passing of Pat Conroy – in my view, one of America’s greatest writers.  An “army brat” that wound up in South Carolina at age 16, and never left until passing at 70, his brand of colorful, imaginative, and horrifyingly truth-inspired novels are amongst the most impactful I’ve read – from the Great Santini; to the Lords of Discipline; the Prince of Tides; and perhaps
Monday, March 7, 2016
Andy Hoffman - Miles Franklin
It’s early Monday morning – and following Friday’s comically PPT-aided, Japanese NIRP and “possible oil production cut” inspired dead cat bounce” global economic hell has returned with a vengeance.  Stocks are plunging; Treasury yields, on average, are at all-time lows – with nearly $6 trillion sovereign bonds trading at QE-to-Infinity-expecting negative yields; and oil is about to breach $32/bbl to the downside; with the only “commodities” going up being – how about that? – gold and silver. Thi
Monday, February 1, 2016
Andy Hoffman - Miles Franklin
It’s Monday morning, and the “new era” of indefinitely depressed oil prices has officially arrived.  To wit, on Saturday, the International Atomic Energy Agency validated Iran’s compliance with the U.S.-led “nuclear deal,” enabling Iran to add 0.5 to 1.5 million barrels per day to global supply this year.  This, to a market already sporting record high inventories, and a daily glut of roughly 1.0 million barrels, per this commentary from a Miles Franklin Blog reader this weekend. “I flew over th
Monday, January 18, 2016
Andy Hoffman - Miles Franklin
Wow!  What a way to start the year.  Decidedly, “peace, love, and harmony” are not what 2016 is destined to bring – if this weekend’s widespread, terrifying events are an omen of what’s to come.  I mean, in just the past three days, Saudi Arabia not only severed diplomatic ties with Iran (after its Iranian embassy was burned by angry Tehranian militants), but claimed it could not care less if the White House was offended by the mass beheadings that set off the incident.  To that end, if that did
Thursday, January 7, 2016
Jesse - Le Cafe Américain
SP 500 and NDX Futures Daily Charts -
Well, the end of year shenanigans to add some coin to the bonuses might not be all to waste. We might get a decent shorting opportunity for January.  But we will have to wait and see about that one. Someone asked me today about my 'year end' predictions.    I rarely give any. January is likely to set the 'tone' for the equity markets for the year. My long standing forecast is for stagflation, and that has not changed.   Deflation is a possibility, but as I have said repeatedly, that has to
Tuesday, December 29, 2015
Jesse - Le Cafe Américain
The Warning: A Financial Cauldron of Very High Leverage and Interwoven Risks 
"The current bubbles in junk bonds and foreign debt are not in any way driving the economy. Presumably we are seeing somewhat more investment as a result of the fact that uncreditworthy companies were able to borrow at a low cost, but there is no notable boom in such investment. Similarly, if foreign borrowers have a harder time getting access to credit, it may be bad news for them, but the impact on the U.S. economy will be limited. If some banks or other financial institutions have over com
Saturday, December 26, 2015
Jesse - Le Cafe Américain
Double, Double Toil and Trouble: The Financial Cauldron of Leverage and Interwoven Risks
"The current bubbles in junk bonds and foreign debt are not in any way driving the economy. Presumably we are seeing somewhat more investment as a result of the fact that uncreditworthy companies were able to borrow at a low cost, but there is no notable boom in such investment. Similarly, if foreign borrowers have a harder time getting access to credit, it may be bad news for them, but the impact on the U.S. economy will be limited. If some banks or other financial institutions have over com
Saturday, December 19, 2015
Jesse - Le Cafe Américain
No Real Chance of Another Financial Crisis - 'Silly'
I like Dean Baker quite well, and often link to his columns. And he was one of the few 'mainstream' economists to actually see the housing bubble developing, and call it out. Some may claim to have done so, and can even cite a sentence or two where they may have mentioned it, like Paul Krugman for example. But very few spoke about doing something about it while it was in progress.  The Fed was aware according to their own minutes, and ignored it. The difficulty we have in the economics profe
Saturday, October 31, 2015
Andy Hoffman - Miles Franklin
For the past six months or so, as the global economic collapse has grown progressively uglier, the thing that has shocked me most has been the utter abdication of interest by Wall Street, the Mainstream Media, and even Washington’s duty to discuss it.  It’s almost as if they have been cumulatively hypnotized by the most maniacal; relentless; and now, global market manipulation operative in human history.  Or, more aptly put, “robo-algorithm history,” given just how few humans actually participat
Wednesday, October 7, 2015
Andy Hoffman - Miles Franklin
It’s Monday morning – and though I’m long past the point where unprecedented, 24/7 money printing, market manipulation, and propaganda “surprises” me, it’s still difficult for my Spock-like brain to process the idiocy our “leaders” exhibit.  Much less, how anyone still take seriously the financial “markets” that, for many years now, have as much semblance of freely-traded, price discovering mechanisms as apples do to oranges. As you know, last week ended on an extremely sour note – with stocks a
Tuesday, September 22, 2015
Andy Hoffman - Miles Franklin
Two days and counting to, yet again, “the most important Fed meeting ever.”  Which CNBC, lowest-ever ratings and all – believes is worthy of a “countdown clock.”  And yet, whilst it hit two days, 6 hours, and 20 minutes as I was at the gym this morning, two other, far more important data points were conspicuously absent.  As they have been for the past two weeks, when CNBC’s leadership decided that neither the 10-year Treasury yield nor the Shanghai stock market were worthy of scrolling.  And re
Tuesday, September 15, 2015
Andy Hoffman - Miles Franklin
FROM 9/11 TO 9/15
It’s early Monday morning, on the first day following the “Shemitah” prophecy – that in the next 12 months, dramatic changes to the world political, economic, and social climate will occur.  As you can imagine, global “manipulation operatives” are working overtime to prevent “last to go” markets like the “Dow Jones Propaganda Average” and paper gold and silver from revealing the reality of the worst economy of our lifetimes; the most precipitous, irreversible financial destruction in history; an
Monday, September 14, 2015