Category Archive: Politics & Economics

Sep 22 2013

Charting the likely collapse of society

              Links: http://www.ritholtz.com/blog/2013/05/all-empires-crash-soon-after-they-reach-their-peak/ http://www.ritholtz.com/blog/2013/05/americas-inevitable-yet-preventable-decline/

Sep 22 2013

The seemingly inevitable slide to a two-class society

Median US hosuehold income

The income inequality gap is growing especially among western nations. There are titanic societal forces at work that are creating a future that has problems that appear to be currently unsolvable. It is a dilemma that permeates all segments of society and goes to the root of how it is economically structured. The changes seem intractable and the future …

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Jul 31 2013

Specific Investing Strategies – 2013 onwards

The global economy since 2008 has begun the process of de-leveraging based on the end of a major debt super-cycle . Central banks have been printing money on a historic scale and interest rates are likely to stay near zero for  the next 10 years as well. Return of capital will be challenging let alone return …

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Jul 31 2013

Preparing for Endgame – The World is turning Japanese

Ernest Hemingway kicking the can down the road

“We are facing an extremely difficult time, comparable in many ways to the 1930s, the Great Depression. We are facing now a general retrenchment in the developed world, which threatens to put us in a decade of more stagnation, or worse. The best-case scenario is a deflationary environment. The worst-case scenario is a collapse of …

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Dec 04 2012

Investing in Farm Funds – Canada

r4d013550_performance_342x218

With the global economy teetering on the edge of collapse making for an incredibly risky investing environment there are few good places left to put your money. The standard “safe havens” are gold, cash and bonds. The problem with these are gold’s volatility, cash devaluation via inflation and sovereign bonds run the possible future risk of going belly up. …

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May 18 2012

Consumers are job creators…not rich capitalists

reaganomics-trickle-down

Nick Hanauer’s controversial TED Talk via Huffington Post TED 2012 More Slides Final1

May 01 2012

The Trouble with Money

money troubles

A Broken Narrative by Chris Martenson (repost) “Recently I was asked by a high school teacher if I had any ideas about why students today seem so apathetic when it comes to engaging with the world around them. I waggishly responded, “Probably because they’re smart.” In my opinion, we’re asking our young adults to step …

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Apr 02 2012

Personal Debt on a Canadian level & Mass Denial

canada household to debt income ratio 2013

As an average number, most Canadians have a personal debt of about $26,000. This does NOT include mortgages. With mortgage debt that number climbs to a staggering $114,000 per borrower. In more absolute breakdown terms, fully 70% of Canadians are in the red with debt and have ZERO net savings. The following graph shows that only 30% of Canadians have no debt, however that is probably the most optimistic number …

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Mar 28 2012

Portfolio & Investment/Stock Management Software Analysis

I am looking for the best software in order to manage a portfolio. Stocks, Bonds, Cash, Real Estate, Investments, general Assets and more. I am also looking for a second more robust piece of software that just focuses on stocks. Although most of the portfolio based software programs appear to do some rudimentary based stock analysis. Holistic Portfolio based: …

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Jan 20 2012

The Case for Deflation and how to prepare for it

Change in M0 has no Correlation with Change in M3 - debtdeflation

This post is a continuation from my last post on Debt and the Future state of the Global Economy. That post outlined using hard numbers the very grave danger were in. This post will outline strategies on how to prepare for what is likely to come based on a model of deflation. Deflation definiton…also know as deleveraging http://en.wikipedia.org/wiki/Deflation …

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