Clik here to view.
Goldman Reveals “Top Trade” Reco #5 For 2014: Sell Protection On 7-Year CDX...
zerohedge.com / By Tyler Durden / 12/03/2013 07:22 -0500 If the London Whale trade was JPM selling CDS in tranches and in whole on IG9 and then more, and then even more in an attempt to corner the...
View ArticleClik here to view.
As Credit Bubble Grows, Junk Bond Underwriting Fees Drop To Record Low
zerohedge.com / by Tyler Durden / 12/09/2013 10:35 -0500 Back in February, Fed governor Jeremy Stein warned of overheating (read: bubble conditions) in credit markets. Nobody cared. A few months...
View ArticleClik here to view.
Wall Street Is My Landlord; Blackstone’s Home Rental Bonds Yet Another Sign...
globaleconomicanalysis.blogspot.com / Mike “Mish” Shedlock / Monday, December 23, 2013 12:11 PM Blackstone Group LP, the world’s largest private equity firm, became the largest owner of rental homes in...
View ArticleClik here to view.
China’s Peer-To-Peer Lending Bubble Bursts As Up To 90% Of Companies Expected...
zerohedge.com / by Tyler Durden / 01/12/2014 21:22 -0500 When it comes to the topic of China’s epic credit bubble (which continues to get worse as bad debt accumulates ever higher), we have beaten...
View ArticleClik here to view.
The $23 Trillion Credit Bubble In China Is Starting To Collapse – Global...
theeconomiccollapseblog.com / By Michael Snyder / January 20th, 2014 Did you know that financial institutions all over the world are warning that we could see a “mega default” on a very prominent...
View ArticleClik here to view.
U.S. Banking Regulator Warns of a Credit Bubble Fueled by “Alternative Asset...
libertyblitzkrieg.com / By Michael Krieger / January 29, 2014 This isn’t the first time in recent months we have heard serious warnings of a new and potentially quite dangerous credit bubble. Recall...
View ArticleJim Bruce: The Siren Song of ‘Money For Nothing’
peakprosperity.com / Adam Taggart / Saturday, February 1, 2014, 4:29 PM Like many concerned about the growing credit bubble driving the housing boom, Jim Bruce did his best to warn family and friends...
View ArticleClik here to view.
How Dangerous Is China’s Credit Bubble for the World?
acting-man.com / Pater Tenebrarum / February 7, 2014 Global Meltdown Predicted by Charlene Chu Following on the heels of a report that appeared in the Telegraph on the topic, William Pesek at Bloomberg...
View ArticleClik here to view.
Gold Surge: What Took So long?
thedailybell.com / By Staff Report / February 17, 2014 Gold price signals China credit bubble bursting as investors seek safety … Uncertainty is growing over China’s ability to sustain the rapid rates...
View ArticleClik here to view.
“The Pig In The Python Is About To Be Expelled”: A Walk Thru Of China’s Hard...
zerohedge.com / by Tyler Durden on 02/20/2014 18:37 -0500 By now everyone knows that the Chinese credit bubble has hit unprecedented proportions. If they don’t, we remind them with the following chart...
View ArticleWhat A Hard Landing In China Might Look Like (If They’re Lucky) Via A Boeing 767
testosteronepit.com / By Wolf Richter / FEBRUARY 24, 2014 AT 1:20AM China’s enormous, strenuously obfuscated, probably much larger than even imagined credit bubble has led to flagrant misallocation of...
View ArticleClik here to view.
The Relentless, Systematic Tear-Down Of The Dollar Hegemony
testosteronepit.com / By Wolf Richter / FEBRUARY 28, 2014 AT 1:01AM China’s rapidly aging 1.3 billion folks are all trying to make it in the modern world, and they’ll see to it that their country will...
View ArticleClik here to view.
The Big Debt Binge
The global credit bubble. There are now about $100 trillion in debt securities outstanding worldwide acting-man.com / Pater Tenebrarum / March 12, 2014 Government Debt Soars Into Stratosphere We had a...
View ArticleClik here to view.
The bursting of China’s credit bubble
goldmoney.com / By Alasdair Macleod / 14 March 2014 According to Garet Garrett in his book “A Bubble that Broke the World” Cheops employed 100,000 men for twenty years to build his great pyramid, “and...
View ArticleClik here to view.
Is China’s Credit Bubble Beginning to Unwind?
acting-man.com / By Pater Tenebrarum / March 18, 2014 A Large Real Estate Developer Collapses The bond default of solar company Chaori apparently was just the proverbial canary in the coal mine. As we...
View ArticleClik here to view.
The Music Just Ended: “Wealthy” Chinese Are Liquidating Offshore Luxury Homes...
zerohedge.com / by Tyler Durden / 03/19/2014 23:11 -0400 One of the primary drivers of the real estate bubble in the past several years, particularly in the ultra-luxury segment, were megawealthy...
View ArticleClik here to view.
The Facts about the Fed’s Dangerous Credit Bubble
acting-man.com / Bill Bonner / March 21, 2014 Treading Water on Borrowed Money As promised, today we enter the time that hasn’t come yet… the point where the poor camel’s back gives way. On Thursday,...
View ArticleClik here to view.
The Hissing Em Credit Bubble – Will It Pop?
blog.milesfranklin.com / By Frank R. Suess / March 21st, 2014 With Janet Yellen taking over the reins from Ben Bernanke as the new Chair of the Federal Reserve, a number of events and increasing...
View ArticleClik here to view.
China’s Credit Pipeline Slams Shut: Companies Scramble For The Last Drops Of...
zerohedge.com / by Tyler Durden / 03/26/2014 21:26 -0400 One of our favorite charts summarizing perfectly the Chinese credit bubble, better than any other, is the following which compares bank asset...
View ArticleClik here to view.
Bring Out Your “Toxic Sludge”– European Loan Creation Remains At Record Low...
zerohedge.com / by Tyler Durden / 03/27/2014 12:19 -0400 Yesterday we reported that in an attempt to unclog Europe’s broken credit and monetary piping, European regulators are preparing to get their...
View ArticleClik here to view.
London Real Estate Prices Soar 68% In Five Years: Here’s Why In 1 Chart
zerohedge.com / by Tyler Durden / 03/31/2014 07:48 -0400 Overnight, UK property consultancy Knight Frank reported that London property prices rose 7.5% annually, modestly slowing from 8.1% in March...
View ArticleClik here to view.
The US Economy’s Military-Industrial Complex Is Alive and Well
dailyreckoning.com.au / BY BILL BONNER / APRIL 23, 2014 AT 2:30 PM We made an observation last week: The US empire and its credit bubble will probably come to an end at the same time. Each depends on...
View ArticleClik here to view.
Take This Away and the US Stock Market Crashes
acting-man.com / Bill Bonner / April 24, 2014 Take This Away and the US Stock Market Crashes Yesterday, we were explaining how the US empire and the Fed-induced credit bubble depend on each other. To...
View ArticleClik here to view.
This Chart Is A True Picture Of The Bank Credit Bubble In America, Now Bigger...
testosteronepit.com / by wolf richter / FRIDAY, APRIL 25, 2014 AT 5:25AM For a while, rumor had it that banks weren’t lending, and that this was the reason the recovery has been so crummy and that...
View ArticleClik here to view.
Guest Post: Is There a Massive High Yield Credit Bubble?
libertyblitzkrieg.com / Michael Krieger / April 26, 2014 A friend of mine and former fund manager has recently launched a blog, called LarryLarry, where he intends to write musings on the markets and...
View ArticleClik here to view.
Life Outside the US Federal Reserve Credit Bubble
dailyreckoning.com.au / BY BILL BONNER / APRIL 28, 2014 AT 3:26 PM ‘It’s called guadeado. You take the whole head…without the skin, of course. You dig a hole in the ground. You build a fire. And when...
View ArticleClik here to view.
The Biggest Ever LBO Is Now Officially The Biggest Non-Financial Bankruptcy...
zerohedge.com / by Tyler Durden / 04/29/2014 07:14 -0400 The bankruptcy of Energy Future Holdings, aka TXU, aka the largest LBO ever has been long in coming. As we previewed it most recently in...
View ArticleClik here to view.
Biggest Credit Bubble In History Cracks, Trips Up The Smart Money
testosteronepit.com / By Wolf Richter / MAY 5, 2014 AT 1:51AM For years it seemed nothing could slow down the tsunami of junk debt. Yield-desperate investors, driven to near insanity by iron-fisted...
View ArticleClik here to view.
Simplifying Market Noise
zerohedge.com / by Tyler Durden / 05/08/2014 11:36 -0400 Confused by the market? You are not alone with irrational and “Fear of Missing Out” momentum trades and (not so great) sector re(un)rotation all...
View ArticleClik here to view.
Leverage in PE Deals Soars Despite Fed Warnings; Amidst Insatiable Demand for...
libertyblitzkrieg.com / By Michael Krieger / May 21, 2014 Barely a day goes by anymore when I’m not confronted with a slew of articles flashing warning signs about the latest Federal Reserve fueled...
View ArticleClik here to view.
“I Will Never Sell My Gold,” Marc Faber Warns, China’s “Gigantic Credit...
zerohedge.com / by Tyler Durden on 05/24/2014 20:47 While the S&P 500 closed at record highs (and VIX near record lows), Marc Faber says the “momentum sell-off has caused serious internal damage...
View ArticleClik here to view.
Terminal Phase of a Gigantic Credit Bubble
dailyreckoning.com / Byron King / May 30, 2014 Has the world entered the terminal phase of a gigantic credit and asset bubble?” That question opened a very thought-provoking — and nerve-wracking —...
View ArticleClik here to view.
Public Pension Plans: Boom And Bubble Forever Or Bust
testosteronepit.com / By Wolf Richter / JUNE 11, 2014 AT 1:28AM Public pension plans of states and cities have been in a heap of trouble for years. Promises of juicy pensions after a relatively short...
View ArticleClik here to view.
Low Grade Credit Bubble Fraying at the Edges
acting-man.com / Pater Tenebrarum / June 12, 2014 Sub-Prime Car Loans See a ‘Sudden Jump in Late Payments’ We have commented a few times on the slightly diffuse character of the echo bubble, which has...
View ArticleClik here to view.
Just How Crazy Is The Biggest Credit Bubble In History? See The Doomed Muni...
testosteronepit.com / Wolf Richter / JUNE 25, 2014 AT 12:23AM Ah, the spine-tingling pleasures of having this delicious breed of bonds in your conservative-sounding bond fund. There are $96 billion...
View ArticleClik here to view.
Futures Prepare To Take Out Dow Jones 17,000
zerohedge.com / by Tyler Durden / 07/02/2014 07:11 -0400 We could focus on whatever events took place in the overnight session or the seasonally-adjusted economic data avalanche that will dominate US...
View ArticleClik here to view.
Senior Bankers Warn: ‘It’s Crazy, It’s a Boom, It’s a Gold Rush’
wolfstreet.com / by Wolf Richter / July 9, 2014 Bank lending has been setting new records since mid-2013. If the prior credit bubble – when too many loans were made helter-skelter by loosey-goosey...
View ArticleClik here to view.
Don’t Fight The Fed: Yellen Spoke, Junk-Bond Market Listened
wolfstreet.com / by Wolf Richter / July 23, 2014 The junk-bond market had been on a relentless tear since late summer last year, driving values to insane heights, with yields so low that they were...
View ArticleClik here to view.
Subprime Car Loans Are The New “Cash For Clunkers”– Auto Production Soars...
zerohedge.com / by Tyler Durden / 08/15/2014 10:07 The subprime auto-lending credit bubble, whose reappearance has been duly noted here in previous articles, which even the mainstream media is now...
View ArticleClik here to view.
A Perilous Derivatives-Berg
acting-man.com / Pater Tenebrarum / August 22, 2014 Derivatives and the Credit Bubble In principle, there is absolutely nothing wrong with derivatives. They serve a valuable function, by transferring...
View ArticleClik here to view.
The Biggest Financial Heist in History
Following the money isn’t so easy. We believe that at least one of the reasons for the complexity of the monetary central planning system is to make it difficult for the average citizen to understand...
View ArticleClik here to view.
The Bells Will Be Silent
acting-man.com / Bill Bonner / December 8, 2014 Still too Much Debt A faint breeze blew through the US stock exchanges on Friday. A few leaves fluttered. But Diary readers want to know: When is the...
View ArticleClik here to view.
This Time Is The Same: Like The Housing Bubble, The Fed Is Ignoring The Shale...
davidstockmanscontracorner.com / by David Stockman / December 8, 2014 We are now far advanced into the third central bank generated bubble of the last two decades, but our monetary politburo has taken...
View ArticleClik here to view.
Grow Your Way Out of Debt? Don’t Make Us Laugh …
acting-man.com / Bill Bonner / December 22, 2014 What Did She Mean? Janet Yellen made headlines yesterday. She promised the Fed would be “patient” in raising interest rates. Investors must not have...
View ArticleClik here to view.
David Stockman: The BRIC Miracle Is A Fable Made By Central Banks And Told By...
davidstockmanscontracorner.com / By John Morgan / January 5, 2015 There was never a miracle of capitalism that ignited the previously emerging BRIC nations —just a giant global credit bubble that is...
View ArticleClik here to view.
Why Governments Love Terrorism “Wars”
acting-man.com / Bill Bonner / January 15, 2015 Telltale Signs Dow down a little on Tuesday. Gold almost unchanged. Oil kept slipping. From Bloomberg: “Oil fell below $45 a barrel amid speculation that...
View ArticleClik here to view.
The Beginning of the End for the Credit Bubble?
Photo credit: Laitr Keiows acting-man.com / By Bill Bonner / January 21, 2015 Allah’s Credit Card Today, we were going to talk about stop losses. But we need to look first at what is going on in the...
View ArticleClik here to view.
Fracking — A New Bubble for a New Year
mises.org / Mark Abdelnour / JANUARY 22, 2015 Another year is under way, and we are in the midst of yet another central bank-induced credit bubble. This time, the culprit is shaping up to be the oil...
View ArticleClik here to view.
Narayana Havenstein and the Lunacy of Price Stability Policy
acting-man.com / by Pater Tenebrarum / February 6, 2015 Central Bank Madness is Contagious Lately central banks around the world are busy slashing interest rates (if they still have any to slash), or...
View ArticleClik here to view.
Trade Data show China’s Credit Bubble is Bursting, USA to See Deflationary...
goldcore.com / By GoldCore Research / February 9, 2015 - Chinese imports, primarily of raw materials, crashed 19.9% in January - Exports fall 3.3% against expectations of 6.3% rise - Total Chinese debt...
View Article
