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Grab Your Raft Because a River of Inflation is About to Sweep the USA Economy
Low interest rates - including mortgages are sticking around for a while. We are being told there is money everywhere. There is plenty of welfare for corporations. Tags: advice, economics, finance,...
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Is the Great Rotation a Bust? Lance Jepsen (June 16 2013)
The “Great Rotation” model of money rotating out of bonds and going into stocks has broken down over the last few weeks. We have seen a sell off in both bonds and stocks. Is this just normal for the...
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Economists Are (Still) Clueless – Lance Jepsen (06/16/2013)
Everyone is focused on the question: when will the Fed begin tapering and cutting back on its stimulus policies? Each time the question is asked, a huge market sell off is the result. My feeling is...
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Violation of Principles of Money Creation – Lance Jepsen (June 17 2013)
The U.S. money supply (M2) has increased massively since 2008 when the Federal Reserve’s QE programs began. Buying bonds and mortgage backed securities, the Federal Reserve has sought to prevent the...
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China’s Domination? Not So Fast! – Lance Jepsen (06/17/2013)
China is starting to look less and less like a serious threat to America and Wall Street. A recent ruling by the Supreme People’s Court in which the court found that contracts used by non-Chinese...
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Get Out Of Emerging Markets! – Lance Jepsen (06/19/2013)
Forget about emerging markets. Institutional traders have been pulling out of emerging markets for weeks now as a new fund manager survey shows that emerging market allocations have fallen to their...
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Investors Flee Brazil – Lance Jepsen (06/21/2013)
Brazil is on fire. The people of Brazil are angry at the rate of inflation in their country. The cost of everything from soccer tickets to bus fares have exploded higher over the last 10 years. It does...
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Short Selling Egypt – Lance Jepsen (06/24/2013)
Hindsight is 20-20 as the old cliche goes. Why didn’t we short the Egypt ETF (EGPT)? Those institutional trading desks with ex-CIA economists who run the $1 million a year black box, also called a...
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Ben Bernanke’s Giant Hissing Sound – Lance Jepsen (06/26/2013)
What’s that sound? It’s the hissing sound of a giant bubble losing gas. It seems a little strange in the timing that when we learn Ben Bernanke’s term as Federal Reserve Chairman is ending in January...
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Munis Drop the Most Since 2008 – Lance Jepsen (06/27/2013)
Municipal bonds or munis, are basically IOUs issed by states, counties, and cities. This is how your local government borrows money to build schools, roads, sewer systems, and other public works...
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