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- The Eurozone Crisis Is Over: Oh No It Isn’t, Oh Yes It Is, Oh No It Isn’t…
- U.S. Federal Reserve Forced To Buy 61% Of New Treasury Debt As Foreigners Back Away
- The Smart Money Is Buying Equities. The Dumb Money Is Buying Bonds.
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- Is America’s Funding Holiday Over?
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Articles in the ‘Bonds’ Category
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Debt Crisis: Coming Soon To A Neighbourhood Near You
Steve Wilson, May 17th, 2012
At a recent investment conference in Miami Florida, David Stockman, the former budget director under President Reagan, pointed out that the on, and off balance sheet liabilities of the US government are somewhere between $75 and $80 trillion. He also talked about the fact that private savings in the US
Posted in Blog, Bonds, Featured, Fundamental Analysis, Monetary Policy
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The Beginning Of The End For Greece’s Membership Of The Euro
Steve Wilson, May 14th, 2012
The results of the Greek election have once again raised the possibility of a Greek exit from the Eurozone. In fact, many market commentators (myself included) now think a Greek exit inevitable. If Greece ends up with an anti-austerity government it seems inevitable that the Troika, that is the European
Posted in Blog, Bonds, Currencies, Featured, Forex, Fundamental Analysis, Monetary Policy, News
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Ponzi Finance Part 2: Europe’s Leaders Will Do Whatever It Takes To Hold The Eurozone Together
Ben Mountifield, April 19th, 2012
Europe’s leaders have proven that they will do whatever it takes to hold the Eurozone together. The European Central Bank (ECB), along with others around the world, has dramatically increased the size of its balance sheet in order to prevent a repeat of the 2008 credit crisis. By early March
Posted in Blog, Bonds, Commodities, Currencies, Featured, Fundamental Analysis, Monetary Policy
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The Eurozone Crisis Is Over: Oh No It Isn’t, Oh Yes It Is, Oh No It Isn’t…
Steve Wilson, April 12th, 2012
It was only two weeks ago that Eurozone leaders were telling us that the crisis which has plagued the group of 17 member countries since late 2009 was all but over. Speaking in Tokyo 28 March, Italian Prime Minister Mario Monti said that “The Eurozone has gone through a huge
Posted in Blog, Bonds, Featured, Fundamental Analysis
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U.S. Federal Reserve Forced To Buy 61% Of New Treasury Debt As Foreigners Back Away
Ben Mountifield, April 2nd, 2012
Two weeks ago I wrote an article entitled Have Foreigners Stopped Financing America’s Debts? Today I want to provide more evidence that this is indeed the case. In fact, in the absence of foreign buyers, the Federal Reserve is stepping in to buy 61% of the new debt issued by
Posted in Blog, Bonds, Featured, Fundamental Analysis, Monetary Policy
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The Smart Money Is Buying Equities. The Dumb Money Is Buying Bonds.
Ben Mountifield, March 23rd, 2012
The VIX is telling us that the ‘smart money’ is buying equities, however the flow of funds data tells us that the ‘dumb money’ is buying bonds. Reading the VIX Since the beginning of October last year the VIX Volatility Index [VIX], often referred to as the fear gauge, has
Posted in Blog, Bonds, Featured, Fundamental Analysis, Stocks
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The Importance Of Being Your Own Financial Advisor
Ben Mountifield, March 20th, 2012
Renowned international investor and author, Dr. Marc Faber, is fond of saying that investors in today’s financial world need to be their own central banker. What I think he means is that you need to hold a large portion of your assets (wealth) in a form that cannot be debased
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Is America’s Funding Holiday Over?
Ben Mountifield, March 19th, 2012
For the past several years, saver nations in the emerging world, led by China, have been using their balance of payment surpluses to buy US Treasuries, however it looks like this policy may have come to an end. As of the end of December (the last available data), the total
Posted in Blog, Bonds, Featured, Fundamental Analysis, Monetary Policy
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Japan: The Next Sovereign Debt Domino
Steve Wilson, March 8th, 2012
It’s looking increasingly likely that the next country to experience a serious sovereign debt crisis will be Japan. Here’s why… Among the ten largest developed economies Japan is the most indebted with total debt as a percentage of GDP of 512% – only narrowly higher than Britain, but far higher
Posted in Blog, Bonds, Currencies, Featured, Fundamental Analysis, Monetary Policy, News, Stocks, Ways to bet
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Financial Repression Has Redefined Risk
Ben Mountifield, February 17th, 2012
The deliberate policy of financial repression which has been adopted by the British government (and many others around the world) has redefined the conventional notion of risk. Key to a successful policy of financial repression are negative real interest rates, that is, interest rates well below the rate of inflation,
Posted in Blog, Bonds, Featured, Monetary Policy