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Francesco Filia: The World’s Twin Asset Bubbles Could Collapse Under Their Own Weight

In this week's MacroVoices podcast, Erik Townsend interviews Francesco Filia, a fund manager at Fasanara Capital. After exchanging pleasantries, Townsend begins the interview by asking Filia, an analysts who's widely regarded for his research about how post-crisis monetary policy has impacted distorted markets, about the different metrics he uses to determine whether a certain asset […]


Three Easy Pieces

Authored by 720Global's Michael Liebowitz via RealInvestmentAdvice.com, If someone told you that the President of the United States in 2028 would be a Democrat and a woman from the state of New York, could you guess who it might be? We highly doubt it. In 1998, ten years before being elected president, Barack Obama had […]


Central Banks Are Well Behind The Asset Bubble Inflation Curve

By EconMatters We discuss the Tech Earnings and the Gap Ups in the Market Opening today in this video, very reminiscent of the Tech Bubble Days in Financial Markets. It is obvious that Central Banks are way behind the interest rate hiking curve, we should be 300 basis points or 3% higher across the board […]


Peter Schiff Warns Of “Calm Before The Storm”

Authored by Peter Schiff via Euro Pacific Capital, In light of the 30-year anniversary of the Black Monday Crash in 1987 (when the Dow lost more than 20% in "one day", we should be reminded that investor anxiety usually increases when markets get to extremes. If stock prices fall steeply, people fret about money lost, and […]


The Curious Case Of Missing The Market Boom

Authored by Raul Ilargi Meijer via The Automatic Earth blog, “The Cost of Missing the Market Boom is Skyrocketing”, says a Bloomberg headline today. That must be the scariest headline I’ve seen in quite a while. For starters, it’s misleading, because people who ‘missed’ the boom haven’t lost anything other than virtual wealth, which is […]


Nobel Laureate Richard Thaler: “We Seem To Be Living In The Riskiest Market Of Our Lives”

Robert Shiller isn’t the only Nobel Laureate who’s worried the US stock market is sleepwalking toward disaster. In an interview with Bloomberg’s Jeanna Smialek, Thaler, who was awarded the Nobel Memorial Prize in Economic Sciences on Monday for his pioneering work in establishing that humans are “predictably irrational”, said that the stock market’s complacency in […]


How To Survive And Thrive In A “Zlatan Ibrahimovic” Market

Authored by Daniel Nevins via FFWiley.com,   REPORTER: “Who will win the World Cup playoff?”   ZLATAN: “Only God knows who will go through.”   REPORTER: “It’s hard to ask him.”   ZLATAN: “You’re talking to him.”    REPORTER: “What did you get your wife for her birthday?”   ZLATAN: “Nothing. She already has Zlatan.”  […]


Shiller Warns Against Complacency: “Today’s Market Looks Like It Did At The Peaks Before Last 13 Bear Markets”

Authored by Robert Shiller via MarketWatch.com, The US stock market today looks a lot like it did at the peak before all 13 previous price collapses. That doesn't mean that a bear market is imminent, but it does amount to a stark warning against complacency. The U.S. stock market today is characterized by a seemingly […]


Stock Market Bubbles In Perspective (Or Why “This Won’t End Well”)

Authored by Howard Ma via Meritocracy Capital, Last week marked the 9th anniversary of the collapse of Lehman Brothers. It was one of the biggest milestones of the Global Financial Crisis (“GFC”) that began approximately a year earlier in 2007. Corporate earnings were abnormally weak during the GFC. I bring that up because a much […]


Deutsche Bank: “Global Asset Prices Are The Most Elevated In History”

In an extensive report published this morning by Deutsche Bank’s Jim Reid, the credit strategist looks at the “Next Financial Crisis”, and specifically what may cause it, when it may happen, and how the world could respond assuming it still has means to counteract the next economic and financial crash. While we will have much […]


What The Buffett Indicator Is Really Predicting

Authored by Lance Roberts via RealInvestmentAdvice.com, Every so often an article is produced that is so misleading that it must be addressed. The latest is from Sol Palha via the Huffington Post entitled: “Buffett Indicator Is Predicting A Stock Market Crash: Pure Nonsense.”  Sol jumps right in with both feet stating: “Insanity equates to doing the […]


“Peak PEG” – The S&P Has Never, Ever Been This Expensive

Authored by Francesco Filia via Fasanara Capital, Measuring the Equity Bubble In this brief note we discuss how, on some reasonable metrics, the S&P may qualify as the most expensive in history. When compared to potential economic growth, multiples on the S&P500 exceed even those seen during the Tech Bubble in 2000. To value the S&P index, […]